ESOP · DOL Form 5500 · 2022

Allied Exhaust Systems, Inc. ESOP

Data updated 2026-08-11

$45M
Total assets
167
Participants
87th
Percentile by assets
$270,904
Avg per participant
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Official DOL plan name: Allied Exhaust Systems, Inc. Employee Stock Ownership Plan · Sponsored by Allied Exhaust Systems, Inc. · California · Wholesale Trade

$45M in assets, 167 participants

Allied Exhaust Systems, Inc.'s Allied Exhaust Systems, Inc. Employee Stock Ownership Plan reported $45M in total assets and 167 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • 87th percentile by assets (of 139,126 plans)
  • #6,040 in Wholesale Trade (6,843 peers)

Coverage in California

Allied Exhaust Systems, Inc. Employee Stock Ownership Plan covers 167 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $45M.

$45M
total plan assets (2022 EOY)
167
covered participants
87th
percentile by assets (of 139,126 plans)
$270,904
avg assets per participant
State
Industry

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Allied Exhaust Systems, Inc. Employee Stock Ownership Plan reports 167 participants - about 27% of that state average ($45M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$42M
Net Income$8M
Employer EIN680136255
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allied Exhaust Systems, Inc.)

$35M$40M$45M$50M$55M 202220232024 $49.5M $39.6M ▼ -20.0%
Total plan assets by year, all Allied Exhaust Systems, Inc. plans on file
Year Plans Participants Total Assets
2022 2 335 $49M
2023 2 355 $44M
2024 2 364 $40M

Nearby ESOP Plans in California

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

Allied Exhaust Systems, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Allied Exhaust Systems, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Allied Exhaust Syste…Parsons Employee Sto…Acco Employee Stock …Rosendin Electric, I…Recology Employee St…Agron, Inc. Employee…
Allied Exhaust Systems, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Allied Exhaust Systems, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Allied Exhaust Systems, Inc. Employee Stock Ownership Plan assets move in 2022?
Allied Exhaust Systems, Inc. Employee Stock Ownership Plan grew sharply - up 20.4% during 2022, from $38M to $45M. Reported net income was $8M.
How have Allied Exhaust Systems, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Allied Exhaust Systems, Inc.'s sponsor-wide assets declined 20.0%, from $49M to $40M.
Where does Allied Exhaust Systems, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Allied Exhaust Systems, Inc. Employee Stock Ownership Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Allied Exhaust Systems, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Kurt Manufacturing Company, Inc. Employee Stock Ownership Plan and Trust in MN ($45M, 461 participants).

Next read for Allied Exhaust Systems, Inc. Employee St…

Filing takeaways

Ways to act on Allied Exhaust Systems, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Allied Exhaust Systems, Inc. Employee Stock Ownership Plan 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 California. Compare plans
  • Allied Exhaust Systems, Inc.'s sponsor-wide assets have declined 20.0% since 2022 across 3 plan years on file. More Wholesale Trade plans