ESOP · DOL Form 5500 · 2023

Polaris Automation Holdings, Inc. ESOP

Data updated 2026-08-25

$73K
Total assets Small plan by assets
37
Participants Small participant base
5th
Percentile by assets National rank
$1,976
Avg per participant Low balance/head
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Official DOL plan name: Polaris Automation Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Polaris Automation Holdings, Inc. · Ohio · Professional & Technical Services

$73K in assets, 37 participants

Polaris Automation Holdings, Inc.'s Polaris Automation Holdings, Inc. Employee Stock Ownership Plan reported $73K in total assets and 37 participants in its 2023 DOL Form 5500 filing, ranking in the 5th 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.

  • #881 in Professional & Technical Services (20,321 peers)

Polaris Automation Holdings, Inc. multi-year trail

Polaris Automation Holdings, Inc.'s plans moved +43.1% in assets from 2022 to 2024; this filing shows Polaris Automation Holdings, Inc. Employee Stock Ownership Plan at $73K / 37 participants.

#881
in Professional & Technical Services (20,321 peers)
+43.4%
assets growth YoY

Polaris Automation Holdings, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$73,120 5th percentile higher than 5% of 127,068 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 2023

Polaris Automation Holdings, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Polaris Automation Holdings, Inc. Employee Stock Ownership Plan is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Polaris Automation Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $51K in the plan year 2022 filing to $73K in the plan year 2023 filing.
  • Polaris Automation Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 31 in the plan year 2022 filing to 37 in the plan year 2023 filing.
  • Polaris Automation Holdings, Inc. Employee Stock Ownership Plan reported net income rose from $268K in the plan year 2022 filing to $292K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 834351332 · Polaris Automation Holdings, Inc. PY 2023 · ESOP

Polaris Automation Holdings, Inc. Employee Stock Ownership Plan · $73K · 37 · 5th

  • ASSETS $73K
  • PCT 37
  • EIN 5th
  • RANK ESOP
  • PHOTO near Jacobian Engineering Inc. Employee Stock Ownership Plan
  • IND ind #881

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 Ohio →

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

Q & Q, Inc. Employee Stock Ownership PlanQ & Q, Inc. Employee Stock O…$76KSchiele Graphics, Inc,$76KPolaris Automation Holdings, Inc. Employee Stock Ownership PlanPolaris Automation Holdings,…$73KJacobian Engineering Inc. Employee Stock Ownership PlanJacobian Engineering Inc. Em…$74KAz Pro Signs, Inc. Employee Stock Ownership PlanAz Pro Signs, Inc. Employee …$75K
End-of-year total assets ($M) among Polaris Automation Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Polaris Automation Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Polaris Automation Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$73K 43.141176470588235% vs 2022
2024 filing year
$0.04M$0.05M$0.06M$0.07M$0.08M 202220232024 $0.05M $0.07M ▲ +40.0%
Year Plans Participants Total Assets
2022 1 31 $51K
2023 1 37 $73K
2024 1 33 $73K

Polaris Automation Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)$51K
Net Assets (End of Year)-$5M
Net Income$292K
Employer EIN834351332
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Polaris Automation Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Polaris Automation Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00007312 · Participants: 37Polaris Automation Holdings, Inc. Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
Polaris Automation Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Polaris Automation Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest ESOP by assets is Jacobian Engineering Inc. Employee Stock Ownership Plan in CA ($74K); by covered participants it is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Polaris Automation Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Polaris Automation Holdings, Inc. Employee Stock Ownership Plan surged - up 43.4% during 2023, from $51K to $73K. Reported net income was $292K.
How have Polaris Automation Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Polaris Automation Holdings, Inc.'s sponsor-wide assets grew 43.1%, from $51K to $73K.
Where does Polaris Automation Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Polaris Automation Holdings, Inc. Employee Stock Ownership Plan ranks in the 5th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Polaris Automation Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Jacobian Engineering Inc. Employee Stock Ownership Plan in CA ($74K, 9 participants).
Which ESOP plans cover a similar participant headcount to Polaris Automation Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (37 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 834351332.

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.