ESOP · DOL Form 5500 · 2023

Allied Exhaust Systems, Inc. ESOP

Data updated 2026-08-25

$39M
Total assets Below avg plan size
183
Participants Below avg headcount
83rd
Percentile by assets National rank
$214,039
Avg per participant Above avg 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

$39M in assets, 183 participants

Allied Exhaust Systems, Inc.'s Allied Exhaust Systems, Inc. Employee Stock Ownership Plan reported $39M in total assets and 183 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #5,241 in Wholesale Trade (6,309 peers)

Coverage in California

Allied Exhaust Systems, Inc. Employee Stock Ownership Plan covers 183 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $39M.

#5,241
in Wholesale Trade (6,309 peers)
-13.4%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2023 · DOL Form 5500

$39,169,099 Top 17% higher than 83% 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

Allied Exhaust Systems, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 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 (183 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allied Exhaust Systems, Inc. Employee Stock Ownership Plan reported net income fell from $8M in the plan year 2022 filing to -$6M in the plan year 2023 filing.
  • Allied Exhaust Systems, Inc. Employee Stock Ownership Plan end-of-year assets fell from $45M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Allied Exhaust Systems, Inc. Employee Stock Ownership Plan reported participants rose from 167 in the plan year 2022 filing to 183 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 680136255 · Allied Exhaust Systems, Inc. PY 2023 · ESOP

Allied Exhaust Systems, Inc. Employee Stock Ownership Plan · $39M · 183 · 83rd

  • VS-ST $39M
  • VS-ST 183
  • VS-ST 83rd
  • VS-ST ESOP
  • VS-ST near American Solutions for Business Employee Stock Ownership Plan
  • VS-ST ind #5241

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

The Bruckner Truck Sales, Inc. Employee Stock Ownership PlanThe Bruckner Truck Sales, In…$39MRobert D. Gilmore & Associates, Inc. Employee Stock Ownership PlanRobert D. Gilmore & Associat…$39MAllied Exhaust Systems, Inc. Employee Stock Ownership PlanAllied Exhaust Systems, Inc.…$39MAmerican Solutions for Business Employee Stock Ownership PlanAmerican Solutions for Busin…$39MIowa Plains Signing, Inc. Employee Stock Ownership Plan and TrustIowa Plains Signing, Inc. Em…$39M
End-of-year total assets ($M) among Allied Exhaust Systems, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$37M
Net Income-$6M
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): 0.039169099 · Participants: 183Allied Exhaust Systems, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology 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 American Solutions for Business Employee Stock Ownership Plan in MN ($39M); by covered participants it is Kennie's Markets, Inc. Employee Stock Ownership Plan in PA (183 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (183 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 Allied Exhaust Systems, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Allied Exhaust Systems, Inc. Employee Stock Ownership Plan pulled back noticeably - down 13.4% during 2023, from $45M to $39M. Reported net income was -$6M.
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 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 American Solutions for Business Employee Stock Ownership Plan in MN ($39M, 1,015 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 Kennie's Markets, Inc. Employee Stock Ownership Plan in PA (183 participants, $20M 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 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.