ESOP · DOL Form 5500 · 2024

Alvest (USA) Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
1,205
Participants Near avg headcount
54th
Percentile by assets National rank
$7,781
Avg per participant Low balance/head
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Official DOL plan name: Alvest S.a.S Employee Stock Ownership Plan · Sponsored by Alvest (USA) Inc. · Connecticut · Manufacturing

$9M in assets, 1,205 participants

Alvest (USA) Inc.'s Alvest S.a.S Employee Stock Ownership Plan reported $9M in total assets and 1,205 participants in its 2024 DOL Form 5500 filing, ranking in the 54th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,061 in Manufacturing (17,777 peers)

Alvest (USA) Inc. multi-year trail

Alvest (USA) Inc.'s plans moved +137.5% in assets from 2022 to 2024; this filing shows Alvest S.a.S Employee Stock Ownership Plan at $9M / 1,205 participants.

#7,061
in Manufacturing (17,777 peers)
+123.5%
assets growth YoY

Alvest S.a.S Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Alvest S.a.S Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$9,376,647 Top 46% higher than 54% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Alvest S.a.S Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alvest S.a.S Employee Stock Ownership Plan lands in the large band (1,205 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Alvest S.a.S Employee Stock Ownership Plan reported net income rose from $287K in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Alvest S.a.S Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Alvest S.a.S Employee Stock Ownership Plan reported participants rose from 886 in the plan year 2023 filing to 1,205 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 510337585 · Alvest (USA) Inc. PY 2024 · ESOP

Alvest S.a.S Employee Stock Ownership Plan · $9M · 1,205 · 54th

  • PART $9M
  • TYPE 1,205
  • NET 54th
  • BOOK ESOP
  • VS-ST near Southern Fire Protection of Orlando, Inc. Employee Stock Ownership Plan
  • BOY ind #7061

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Connecticut →

Alvest S.a.S Employee Stock Ownership Plan in the asset neighbourhood

Columbia Chemical Corporation Employee Stock Ownership PlanColumbia Chemical Corporatio…$9MAlvest S.a.S Employee Stock Ownership PlanAlvest S.a.S Employee Stock …$9MSouthern Fire Protection of Orlando, Inc. Employee Stock Ownership PlanSouthern Fire Protection of …$9MDesign Mechanical, Inc. Employee Stock Ownership PlanDesign Mechanical, Inc. Empl…$9MSomerset Trust Company Employee Stock Ownership PlanSomerset Trust Company Emplo…$9M
End-of-year total assets ($M) among Alvest S.a.S Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Alvest (USA) Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Alvest (USA) Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 137.47485108193533% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $3.95M $9.38M ▲ +137.5%
Year Plans Participants Total Assets
2022 1 756 $4M
2023 1 886 $4M
2024 1 1,205 $9M

Alvest (USA) Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$9M
Net Income$5M
Employer EIN510337585
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Connecticut

Peer ESOP plans, same state, same plan type, ranked by total assets.

Alvest S.a.S Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 050010001500 -1000100200300400 Total assets ($M) Participants Alvest S.a.S Employee Stock Ownership Plan, Total assets ($M): 9.376647 · Participants: 1205Alvest S.a.S Employee Stock Ownership PlanMott Corporation Employee Stock Ownership Plan, Total assets ($M): 304.806344 · Participants: 327Mott Corporation Employee Stock Ownership PlanBl Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 127.985465 · Participants: 309Bl Companies, Inc. Employee Stock Ownership PlanSonalysts, Inc. Employee Stock Ownership Plan, Total assets ($M): 125.874922 · Participants: 417Sonalysts, Inc. Employee Stock Ownership PlanEurpac Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 107.815259 · Participants: 572Eurpac Service, Inc. Employee Stock Ownership PlanTwin Mro Employee Stock Ownership Plan, Total assets ($M): 106.406355 · Participants: 110Twin Mro Employee Stock Ownership Plan
Alvest S.a.S Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants
Compare Alvest S.a.S Employee Stock Ownership Plan side-by-side with 3 peers →

Alvest S.a.S Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Connecticut, the nearest ESOP by assets is Southern Fire Protection of Orlando, Inc. Employee Stock Ownership Plan in FL ($9M); by covered participants it is Envision Management Holding, Inc. Employee Stock Ownership Plan in CO (1,205 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,205 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Alvest S.a.S Employee Stock Ownership Plan assets move in 2024? ▼
Alvest S.a.S Employee Stock Ownership Plan surged - up 123.5% during 2024, from $4M to $9M. Reported net income was $5M.
How have Alvest (USA) Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alvest (USA) Inc.'s sponsor-wide assets grew 137.5%, from $4M to $9M.
Which ESOP plans are similar in size to Alvest S.a.S Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Southern Fire Protection of Orlando, Inc. Employee Stock Ownership Plan in FL ($9M, 55 participants).
Which ESOP plans cover a similar participant headcount to Alvest S.a.S Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Envision Management Holding, Inc. Employee Stock Ownership Plan in CO (1,205 participants, $284M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 510337585.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.