ESOP · DOL Form 5500 · 2022

Ati Industrial Automation, Inc. ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
329
Participants Below avg headcount
74th
Percentile by assets National rank
$50,940
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Ati Industrial Automation Employee Stock Ownership Plan · Sponsored by Ati Industrial Automation, Inc. · North Carolina · Manufacturing

$17M in assets, 329 participants

Ati Industrial Automation, Inc.'s Ati Industrial Automation Employee Stock Ownership Plan reported $17M in total assets and 329 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #13,257 in Manufacturing (20,602 peers)

Coverage in North Carolina

Ati Industrial Automation Employee Stock Ownership Plan covers 329 participants in North Carolina, about 40% of the average North Carolina filer (state average ~819 per filing). Assets: $17M.

#13,257
in Manufacturing (20,602 peers)
+1.5%
assets growth YoY

Ati Industrial Automation Employee Stock Ownership Plan's outsized position by total assets

Ati Industrial Automation Employee Stock Ownership Plan vs every filed plan by assets

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

$16,759,307 Top 26% higher than 74% 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

Ati Industrial Automation 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. Ati Industrial Automation Employee Stock Ownership Plan sits mid-pack in the medium band (329 participants).

Plan-year Form 5500 strip

Filing strip 561666693 · Ati Industrial Automation, Inc. PY 2022 · ESOP

Ati Industrial Automation Employee Stock Ownership Plan · $17M · 329 · 74th

  • BOOK $17M
  • VS-ST 329
  • BOY 74th
  • SCH ESOP
  • EBSA near Mcfarland-Johnson, Inc. Employee Stock Ownership Plan
  • PART ind #13257

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 North Carolina →

Ati Industrial Automation Employee Stock Ownership Plan in the asset neighbourhood

Agracel, Inc. Employee Stock Ownership PlanAgracel, Inc. Employee Stock…$17MHeartland Security Insurance Group ESOP PlanHeartland Security Insurance…$17MIsland Pacific Distributors, Inc Employee Stock Ownership PlanIsland Pacific Distributors,…$17MAti Industrial Automation Employee Stock Ownership PlanAti Industrial Automation Em…$17MMcfarland-Johnson, Inc. Employee Stock Ownership PlanMcfarland-Johnson, Inc. Empl…$17M
End-of-year total assets ($M) among Ati Industrial Automation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$17M
Net Income$252K
Employer EIN561666693
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in North Carolina

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

Ati Industrial Automation Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Ati Industrial Automation Employee Stock Ownership Plan, Total assets ($B): 0.016759307 · Participants: 329Ati Industrial Automation Employee Stock Ownership PlanOld Dominion 401(k) Retirement Plan, Total assets ($B): 1.794370156 · Participants: 24080Old Dominion 401(k) Retirement PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.183667115 · Participants: 1322Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.082312735 · Participants: 147State Utility Contractors, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.077703602 · Participants: 250Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanMckim & Creed, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.071758417 · Participants: 790Mckim & Creed, Inc. Employee Stock Ownership Plan
Ati Industrial Automation Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Ati Industrial Automation Employee Stock Ownership Plan side-by-side with 3 peers →

Ati Industrial Automation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Mcfarland-Johnson, Inc. Employee Stock Ownership Plan in NY ($17M); by covered participants it is Springfield Electric Supply Company Employee Stock Ownership Plan in IL (329 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (329 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 Ati Industrial Automation Employee Stock Ownership Plan assets move in 2022? ▼
Ati Industrial Automation Employee Stock Ownership Plan edged up modestly - up 1.5% during 2022, from $17M to $17M. Reported net income was $252K.
Which ESOP plans are similar in size to Ati Industrial Automation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mcfarland-Johnson, Inc. Employee Stock Ownership Plan in NY ($17M, 156 participants).
Which ESOP plans cover a similar participant headcount to Ati Industrial Automation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Springfield Electric Supply Company Employee Stock Ownership Plan in IL (329 participants, $7M 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 561666693.

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.