ESOP · DOL Form 5500 · 2022

A & I Distributors of Billings ESOP Plan ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
170
Participants Small participant base
61st
Percentile by assets National rank
$47,935
Avg per participant Low balance/head
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Official DOL plan name: Automotive & Industrial Distributors of Billings Employee Stock Ownership Plan · Sponsored by A & I Distributors of Billings ESOP Plan · Montana · Wholesale Trade

$8M in assets, 170 participants

A & I Distributors of Billings ESOP Plan's Automotive & Industrial Distributors of Billings Employee Stock Ownership Plan reported $8M in total assets and 170 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #3,550 in Wholesale Trade (6,843 peers)

A & I Distributors of Billings ESOP Plan multi-year trail

A & I Distributors of Billings ESOP Plan's plans moved +17.3% in assets from 2022 to 2024; this filing shows Automotive & Industrial Distributors of Billings Employee Stock Ownership Plan at $8M / 170 participants.

#3,550
in Wholesale Trade (6,843 peers)
+10.8%
assets growth YoY

Automotive & Industrial Distributors of Billings Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Automotive & Industrial Distributors of Billings Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$8,148,881 Top 39% higher than 61% of 139,123 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 2022

Automotive & Industrial Distributors of Billings Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Automotive & Industrial Distributors of Billings Employee Stock Ownership Plan sits mid-pack in the medium band (170 participants).

Plan-year Form 5500 strip

Filing strip 810236090 · A & I Distributors of Billings ESOP Plan PY 2022 · ESOP

Automotive & Industrial Distributors of Billings Employee Stock Ownership Plan · $8M · 170 · 61st

  • EIN $8M
  • RANK 170
  • PHOTO 61st
  • IND ESOP
  • EOY near Edge Auto Employee Stock Ownership Plan
  • 5500 ind #3550

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 Montana →

Automotive & Industrial Distributors of Billings Employee Stock Ownership Plan in the asset neighbourhood

Automotive & Industrial Distributors of Billings Employee Stock Ownership PlanAutomotive & Industrial Dist…$8MEdge Auto Employee Stock Ownership PlanEdge Auto Employee Stock Own…$8MThe Mast General Store, Inc. Employee Stock Ownership PlanThe Mast General Store, Inc.…$8MPanagora Group Inc. Employee Stock Ownership PlanPanagora Group Inc. Employee…$8MSessa Sheet Metal Contractors, Inc. Employee Stock Ownership PlanSessa Sheet Metal Contractor…$8M
End-of-year total assets ($M) among Automotive & Industrial Distributors of Billings Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

A & I Distributors of Billings ESOP Plan multi-year asset trail

Sponsor-wide plan assets over time

All A & I Distributors of Billings ESOP Plan plans reported in each filing year

Latest sponsor-wide plan assets
$17M 17.296570480693745% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $14.2M $16.6M ▲ +17.4%
Year Plans Participants Total Assets
2022 2 371 $14M
2023 2 379 $15M
2024 2 406 $17M

A & I Distributors of Billings ESOP Plan filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$792K
Employer EIN810236090
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Montana

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

Automotive & Industrial Distributors of Billings Employee Stock Ownership Plan vs. nearby ESOP plans in Montana, assets vs. participants Scatter plot of 6 data points. 050010001500 -1000100200300400500 Total assets ($M) Participants Automotive & Industrial Distributors of Billings Employee Stock Ownership Plan, Total assets ($M): 8.148881 · Participants: 170Automotive & Industrial Distributors of Billings Employee Stock Ownership PlanPacific Hide & Fur Depot D/B/a Pacific Steel and Recycling Employee Stock Ownership Plan and Trust, Total assets ($M): 436.286144 · Participants: 800Pacific Hide & Fur Depot D/B/a Pacific Steel and Recycling Employee Stock Ownership Plan and TrustD.a. Davidson Companies Employee Stock Ownership Plan, Total assets ($M): 118.950259 · Participants: 1368D.a. Davidson Companies Employee Stock Ownership PlanElectrical Consultants, Inc. Employee Stock Ownership Plan, Total assets ($M): 70.363373 · Participants: 666Electrical Consultants, Inc. Employee Stock Ownership PlanMorrison-Maierle, Inc. Employee Stock Ownership Plan, Total assets ($M): 65.173097 · Participants: 274Morrison-Maierle, Inc. Employee Stock Ownership PlanSletten, Inc. Employee Stock Ownership Plan, Total assets ($M): 64.690755 · Participants: 318Sletten, Inc. Employee Stock Ownership Plan
Automotive & Industrial Distributors of Billings Employee Stock Ownership Plan vs. nearby ESOP plans in Montana, assets vs. participants
Compare Automotive & Industrial Distributors of Billings Employee Stock Ownership Plan side-by-side with 3 peers →

Automotive & Industrial Distributors of Billings Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Montana, the nearest ESOP by assets is Edge Auto Employee Stock Ownership Plan in NY ($8M); by covered participants it is Pioneer Bank Employee Stock Ownership Plan in NY (170 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (170 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Automotive & Industrial Distributors of Billings Employee Stock Ownership Plan assets move in 2022? ▼
Automotive & Industrial Distributors of Billings Employee Stock Ownership Plan grew at a solid clip - up 10.8% during 2022, from $7M to $8M. Reported net income was $792K.
How have A & I Distributors of Billings ESOP Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A & I Distributors of Billings ESOP Plan's sponsor-wide assets grew 17.3%, from $14M to $17M.
Which ESOP plans are similar in size to Automotive & Industrial Distributors of Billings Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Edge Auto Employee Stock Ownership Plan in NY ($8M, 54 participants).
Which ESOP plans cover a similar participant headcount to Automotive & Industrial Distributors of Billings Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pioneer Bank Employee Stock Ownership Plan in NY (170 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 810236090.

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.