ESOP · DOL Form 5500 · 2024

Aerotech, Inc. ESOP

Data updated 2026-08-25

$79M
Total assets Below avg plan size
452
Participants Below avg headcount
89th
Percentile by assets National rank
$173,946
Avg per participant Above avg balance/head
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Official DOL plan name: Aerotech, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Aerotech, Inc. · Pennsylvania · Manufacturing

$79M in assets, 452 participants

Aerotech, Inc.'s Aerotech, Inc. Employee Stock Ownership Plan and Trust reported $79M in total assets and 452 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #14,800 in Manufacturing (17,777 peers)

Where Aerotech, Inc. Employee Stock Ownership Plan and Trust sits by assets

Aerotech, Inc. Employee Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $79M for 452 participants (~$173,946/participant), up 1.2% in 2024.

#14,800
in Manufacturing (17,777 peers)
+1.2%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Aerotech, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Aerotech, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$78,623,491 Top 11% higher than 89% 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

Aerotech, Inc. Employee Stock Ownership Plan and Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aerotech, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (452 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aerotech, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $11M in the plan year 2023 filing to $952K in the plan year 2024 filing.
  • Aerotech, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 479 in the plan year 2023 filing to 452 in the plan year 2024 filing.
  • Aerotech, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $78M in the plan year 2023 filing to $79M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 251207279 · Aerotech, Inc. PY 2024 · ESOP

Aerotech, Inc. Employee Stock Ownership Plan and Trust · $79M · 452 · 89th

  • EIN $79M
  • EIN 452
  • EIN 89th
  • EIN ESOP
  • EIN near New England Biolabs, Inc. Voting Stock Ownership Plan
  • EIN ind #14800

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 Pennsylvania →

Aerotech, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Western Water Works Supply Company Employee Stock Ownership PlanWestern Water Works Supply C…$79MAerotech, Inc. Employee Stock Ownership Plan and TrustAerotech, Inc. Employee Stoc…$79MNew England Biolabs, Inc. Voting Stock Ownership PlanNew England Biolabs, Inc. Vo…$79MReliance, Inc. Employee Stock Ownership PlanReliance, Inc. Employee Stoc…$78MGodshall's Quality Meats Employee Stock Ownership PlanGodshall's Quality Meats Emp…$78M
End-of-year total assets ($M) among Aerotech, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$79M
Net Income$952K
Employer EIN251207279
Plan Effective Date1977-06-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Aerotech, Inc.)

Sponsor-wide plan assets over time

All Aerotech, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$127M 29.227659239804648% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $98M $127M ▲ +29.2%
Year Plans Participants Total Assets
2022 2 806 $98M
2023 2 878 $118M
2024 2 846 $127M

Nearby ESOP Plans in Pennsylvania

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

Aerotech, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Aerotech, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.078623491 · Participants: 452Aerotech, Inc. Employee Stock Ownership Plan and TrustWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.530536956 · Participants: 37745Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.796343385 · Participants: 544Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.721026406 · Participants: 14939Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.679618162 · Participants: 2444Centimark Corporation Employee Stock Ownership Plan and TrustD & H Employee Stock Ownership Plan, Total assets ($B): 0.313919418 · Participants: 1459D & H Employee Stock Ownership Plan
Aerotech, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Aerotech, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Aerotech, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is New England Biolabs, Inc. Voting Stock Ownership Plan in MA ($79M); by covered participants it is Miller Enterprises, Inc. ESOP in ND (452 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (452 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 Aerotech, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Aerotech, Inc. Employee Stock Ownership Plan and Trust edged up modestly - up 1.2% during 2024, from $78M to $79M. Reported net income was $952K.
How have Aerotech, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aerotech, Inc.'s sponsor-wide assets grew 29.2%, from $98M to $127M.
Where does Aerotech, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Aerotech, Inc. Employee Stock Ownership Plan and Trust ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Aerotech, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is New England Biolabs, Inc. Voting Stock Ownership Plan in MA ($79M, 424 participants).
Which ESOP plans cover a similar participant headcount to Aerotech, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Miller Enterprises, Inc. ESOP in ND (452 participants, $53M 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 251207279.

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.