ESOP · DOL Form 5500 · 2022

Allied Exhaust Systems, Inc. ESOP

Data updated 2026-08-25

$45M
Total assets Below avg plan size
167
Participants Small participant base
87th
Percentile by assets National rank
$270,904
Avg per participant High balance/head
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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.

  • #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.

#6,040
in Wholesale Trade (6,843 peers)
+20.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Allied Exhaust Systems, Inc. Employee Stock Ownership Plan's outsized position by total assets

Allied Exhaust Systems, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$45,240,918 Top 13% higher than 87% 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

Allied Exhaust Systems, Inc. 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. Allied Exhaust Systems, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (167 participants).

EBSA filing schedule strip

Filing strip 680136255 · Allied Exhaust Systems, Inc. PY 2022 · ESOP

Allied Exhaust Systems, Inc. Employee Stock Ownership Plan · $45M · 167 · 87th

  • NET $45M
  • BOOK 167
  • VS-ST 87th
  • BOY ESOP
  • SCH near Kurt Manufacturing Company, Inc. Employee Stock Ownership Plan and Trust
  • EBSA ind #6040

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 California →

Allied Exhaust Systems, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Mjw Consolidated, Inc. Employee Stock Ownership PlanMjw Consolidated, Inc. Emplo…$45MThermoflex Corp. Employee Stock Ownership PlanThermoflex Corp. Employee St…$45MLerch Bates Inc. Employee Stock Ownership Plan and TrustLerch Bates Inc. Employee St…$45MAllied Exhaust Systems, Inc. Employee Stock Ownership PlanAllied Exhaust Systems, Inc.…$45MKurt Manufacturing Company, Inc. Employee Stock Ownership Plan and TrustKurt Manufacturing Company, …$45M
End-of-year total assets ($M) among Allied Exhaust Systems, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Allied Exhaust Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 20.04066496302226% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $49.5M $39.6M ▼ -20.0%
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 Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Allied Exhaust Systems, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.045240918 · Participants: 167Allied Exhaust Systems, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Allied Exhaust Systems, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Allied Exhaust Systems, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Allied Exhaust Systems, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Kurt Manufacturing Company, Inc. Employee Stock Ownership Plan and Trust in MN ($45M); by covered participants it is Loureiro Engineering Associates, Inc. Employee Stock Ownership Plan in CT (167 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (167 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 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).
Which ESOP plans cover a similar participant headcount to Allied Exhaust Systems, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Loureiro Engineering Associates, Inc. Employee Stock Ownership Plan in CT (167 participants, $19M 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 680136255.

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.