ESOP · DOL Form 5500 · 2024
Alpha-Omega Training and Compliance, Inc ESOP
Data updated 2026-08-25
- $224K
- Total assets Small plan by assets
- 52
- Participants Small participant base
- 11th
- Percentile by assets National rank
- $4,315
- Avg per participant Low balance/head
Official DOL plan name: Alpha-Omega Training and Compliance, Inc. Employee Stock Ownership Plan · Sponsored by Alpha-Omega Training and Compliance, Inc · Florida · Professional & Technical Services
$224K in assets, 52 participants
Alpha-Omega Training and Compliance, Inc's Alpha-Omega Training and Compliance, Inc. Employee Stock Ownership Plan reported $224K in total assets and 52 participants in its 2024 DOL Form 5500 filing, ranking in the 11th 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.
- #1,810 in Professional & Technical Services (20,173 peers)
Alpha-Omega Training and Compliance, Inc multi-year trail
Alpha-Omega Training and Compliance, Inc's plans moved -76.2% in assets from 2022 to 2024; this filing shows Alpha-Omega Training and Compliance, Inc. Employee Stock Ownership Plan at $224K / 52 participants.
- #1,810
- in Professional & Technical Services (20,173 peers)
- -63.2%
- assets change YoY
The plan reported a net loss of $317K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Alpha-Omega Training and Compliance, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Alpha-Omega Training and Compliance, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$224,400 11th percentile higher than 11% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Alpha-Omega Training and Compliance, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alpha-Omega Training and Compliance, Inc. Employee Stock Ownership Plan is a small filing (52 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Alpha-Omega Training and Compliance, Inc. Employee Stock Ownership Plan end-of-year assets fell from $611K in the plan year 2023 filing to $224K in the plan year 2024 filing.
- Alpha-Omega Training and Compliance, Inc. Employee Stock Ownership Plan reported net income fell from -$265K in the plan year 2023 filing to -$317K in the plan year 2024 filing.
- Alpha-Omega Training and Compliance, Inc. Employee Stock Ownership Plan reported participants rose from 48 in the plan year 2023 filing to 52 in the plan year 2024 filing.
DOL schedule card
Filing strip 264217438 · Alpha-Omega Training and Compliance, Inc PY 2024 · ESOP
Alpha-Omega Training and Compliance, Inc. Employee Stock Ownership Plan · $224K · 52 · 11th
- EBSA $224K
- PART 52
- TYPE 11th
- NET ESOP
- BOOK near The Shamrock Companies, Inc. Employee Stock Ownership Plan
- VS-ST ind #1810
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 Florida →
Alpha-Omega Training and Compliance, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Alpha-Omega Training and Compliance, Inc multi-year asset trail
Sponsor-wide plan assets over time
All Alpha-Omega Training and Compliance, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $224K 76.22377622377621% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 41 | $944K |
| 2023 | 1 | 48 | $611K |
| 2024 | 1 | 52 | $224K |
Alpha-Omega Training and Compliance, Inc filing trail (2024)
| Total Assets (Beginning of Year) | $611K |
|---|---|
| Net Assets (End of Year) | -$1M |
| Net Income | -$317K |
| Employer EIN | 264217438 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Florida
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $14.3B · 149,213
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $1.1B · 16,036
- Summit Companies Holdings, Inc. Employee Stock Ownership Plan $754M · 354
- Thirty Fifteen Employee Stock Ownership Plan $725M · 4,730
- Western Global Airlines, Inc. Employee Stock Ownership Plan $441M · 353
Alpha-Omega Training and Compliance, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Florida, the nearest ESOP by assets is The Shamrock Companies, Inc. Employee Stock Ownership Plan in OH ($225K); by covered participants it is Pro-Tec Design, Inc. Employee Stock Ownership Plan in MN (52 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($224K here).
Similar participant headcount
Nearest other-state filings by covered participants (52 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.