ESOP · DOL Form 5500 · 2024

Aerotech, Inc. ESOP

Data updated 2026-07-24

$79M
Total assets: 452
Participants: 89th
Percentile by assets: $173,946
Avg per participant

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.

89th percentile by assets (of 116,472 plans)

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.

$79M
total plan assets (2024 EOY): 452
covered participants: 89th
percentile by assets (of 116,472 plans): $173,946
avg assets per participant

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 →

State

Pennsylvania

Industry

Manufacturing

Aerotech, Inc. Employee Stock Ownership Plan and Trust vs the 2024 asset distribution

By assets, Aerotech, Inc. Employee Stock Ownership Plan and Trust outranks 89% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.8x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$78M
Net Assets (End of Year)	$79M
Net Income	$952K
Employer EIN	251207279
Plan Effective Date	1977-06-30
Filing Status	FILING RECEIVED

Sponsor Plan History (Aerotech, Inc.)

Total plan assets by year, all Aerotech, Inc. plans on file

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

Wawa, Inc. Employee Stock Ownership Plan $5.5B · 37,745
Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.8B · 544
Centimark Corporation Employee Stock Ownership Plan and Trust $680M · 2,444
D & H Employee Stock Ownership Plan $314M · 1,459
Newage Industries, Inc. Employee Stock Ownership Plan $296M · 264

Compare Aerotech, Inc. Employee Stock Ownership … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Aerotech, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.

Reliance, Inc. Employee Stock Ownership Plan (AZ) $78M · 993
Godshall's Quality Meats Employee Stock Ownership Plan () $78M · 273
State Bankshares Employee Stock Ownership Plan and Trust (ND) $78M · 1,700
S&me, Inc. Employee Stock Ownership Plan (NC) $80M · 955

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 116,472 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 Reliance, Inc. Employee Stock Ownership Plan in AZ ($78M, 993 participants).

Next read for Aerotech, Inc. Employee Stock Ownership …

Scale reading

Ways to act on Aerotech, Inc. Employee Stock Ownership Plan and Trust's numbers.

By total assets, Aerotech, Inc. Employee Stock Ownership Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
Aerotech, Inc.'s sponsor-wide assets have grown 29.2% since 2022 across 3 plan years on file. More Manufacturing plans

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.