ESOP · DOL Form 5500 · 2024

Avian Holdings, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
422
Participants Below avg headcount
37th
Percentile by assets National rank
$8,832
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Avian Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Avian Holdings, Inc. · Maryland · Management of Enterprises

$4M in assets, 422 participants

Avian Holdings, Inc.'s Avian Holdings, Inc. Employee Stock Ownership Plan reported $4M in total assets and 422 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #290 in Management of Enterprises (1,133 peers)

Coverage in Maryland

Avian Holdings, Inc. Employee Stock Ownership Plan covers 422 participants in Maryland, about 45% of the average Maryland filer (state average ~929 per filing). Assets: $4M.

#290
in Management of Enterprises (1,133 peers)
-25.6%
assets change YoY

The plan reported a net loss of $418K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Avian Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Management of Enterprises and all filers

Avian Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,727,043 37th percentile higher than 37% 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

Avian Holdings, Inc. Employee Stock Ownership Plan 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. Avian Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (422 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Avian Holdings, Inc. Employee Stock Ownership Plan reported net income fell from $537K in the plan year 2023 filing to -$418K in the plan year 2024 filing.
  • Avian Holdings, Inc. Employee Stock Ownership Plan end-of-year assets fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Avian Holdings, Inc. Employee Stock Ownership Plan reported participants fell from 453 in the plan year 2023 filing to 422 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 873424078 · Avian Holdings, Inc. PY 2024 · ESOP

Avian Holdings, Inc. Employee Stock Ownership Plan · $4M · 422 · 37th

  • 5500 $4M
  • 5500 422
  • 5500 37th
  • 5500 ESOP
  • 5500 near General Auto Recycling, Inc. Employee Stock Ownership Plan
  • 5500 ind #290

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 Maryland →

Avian Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Avian Holdings, Inc. Employee Stock Ownership PlanAvian Holdings, Inc. Employe…$4MGeneral Auto Recycling, Inc. Employee Stock Ownership PlanGeneral Auto Recycling, Inc.…$4MBlue Ridge Paint, Inc. Employee Stock Ownership PlanBlue Ridge Paint, Inc. Emplo…$4MWest Texas Premix Pits Employee Stock Ownership PlanWest Texas Premix Pits Emplo…$4MWilliam M. Perkins Company, Inc. Employee Stock Ownership PlanWilliam M. Perkins Company, …$4M
End-of-year total assets ($M) among Avian Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$3M
Net Income-$418K
Employer EIN873424078
Plan Effective Date2018-07-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Avian Holdings, Inc.)

Sponsor-wide plan assets over time

All Avian Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 29.610647687886598% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $5.29M $3.73M ▼ -29.5%
Year Plans Participants Total Assets
2022 1 464 $5M
2023 1 453 $5M
2024 1 422 $4M

Nearby ESOP Plans in Maryland

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

Avian Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Avian Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.003727043 · Participants: 422Avian Holdings, Inc. Employee Stock Ownership PlanEvapco, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.142811894 · Participants: 1803Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.418966511 · Participants: 3167Westat, Inc. Employee Stock Ownership PlanKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.392391805 · Participants: 1918Kci Technologies, Inc. Employee Stock Ownership PlanLockheed Martin Corporation Capital Accumulation Plan, Total assets ($B): 0.283619058 · Participants: 7445Lockheed Martin Corporation Capital Accumulation PlanBrown Capital Management ESOP, Total assets ($B): 0.211360737 · Participants: 35Brown Capital Management ESOP
Avian Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants

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

Outside Maryland, the nearest ESOP by assets is General Auto Recycling, Inc. Employee Stock Ownership Plan in RI ($4M); by covered participants it is Bartlett & West, Inc. Employee Stock Ownership Plan in KS (422 participants). Same-state nearby plans are listed separately above.

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 Avian Holdings, Inc. Employee Stock Ownership Plan assets move in 2024?
Avian Holdings, Inc. Employee Stock Ownership Plan declined sharply - down 25.6% during 2024, from $5M to $4M. Reported net income was -$418K.
How have Avian Holdings, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Avian Holdings, Inc.'s sponsor-wide assets declined 29.6%, from $5M to $4M.
Which ESOP plans are similar in size to Avian Holdings, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is General Auto Recycling, Inc. Employee Stock Ownership Plan in RI ($4M, 24 participants).
Which ESOP plans cover a similar participant headcount to Avian Holdings, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Bartlett & West, Inc. Employee Stock Ownership Plan in KS (422 participants, $87M in assets).