Other
2023 plan-year Other DOL Form 5500

Allied Motion Technologies Inc. Employees' Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Allient Inc. (F/K/a Allied Motion Technologies Inc.) · New York · Manufacturing

What the 2023 filing shows

Allied Motion Technologies Inc. Employees' Stock Ownership Plan holds $20M for 863 participants — about $23,332 per participant, down 13.8% over the 2023 plan year.

$20M
total plan assets (2023 EOY)
863
covered participants
$23,332
avg assets per participant
-13.8%
assets change YoY

The plan reported a net loss of $3M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$20M
Participants
863
State
Industry
Manufacturing

What the Filing Says About Allied Motion Technologies Inc. Employees' Stock Ownership Plan

Allied Motion Technologies Inc. Employees' Stock Ownership Plan is a Other retirement plan sponsored by Allient Inc. (F/K/a Allied Motion Technologies Inc.), headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $20M in total end-of-year assets and covers 863 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 840518115, and the plan has been effective since 1981-06-28. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $23M at the beginning of 2023 to $20M at year-end — a decline of 13.8%. Net assets (after liabilities) closed the year at $20M, with reported net income of $-3,216,011 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$23M
Total Assets (End of Year)$20M
Net Assets (End of Year)$20M
Net Income$-3,216,011
Plan TypeOther
Employer EIN840518115
Plan Effective Date1981-06-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Allient Inc. (F/K/a Allied Motion Technologies Inc.))

Year Plans Participants Total Assets
2022 2 1,417 $113M
2023 2 1,807 $126M
2024 2 1,838 $138M

Nearby Other Plans in New York

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

Frequently Asked Questions

How much money is in the Allied Motion Technologies Inc. Employees' Stock Ownership Plan?
As of the 2023 Form 5500 filing, Allied Motion Technologies Inc. Employees' Stock Ownership Plan holds $20M in total assets with 863 participants. It is sponsored by Allient Inc. (F/K/a Allied Motion Technologies Inc.).
What type of plan is Allied Motion Technologies Inc. Employees' Stock Ownership Plan?
Allied Motion Technologies Inc. Employees' Stock Ownership Plan is a Other plan. It has been effective since 1981-06-28. The plan is filed with the U.S. Department of Labor under EIN 840518115.
Who sponsors the Allied Motion Technologies Inc. Employees' Stock Ownership Plan?
Allied Motion Technologies Inc. Employees' Stock Ownership Plan is sponsored by Allient Inc. (F/K/a Allied Motion Technologies Inc.), located in New York. The sponsor's EIN is 840518115 and the plan operates in the Manufacturing industry.
How did Allied Motion Technologies Inc. Employees' Stock Ownership Plan perform in 2023?
Allied Motion Technologies Inc. Employees' Stock Ownership Plan declined by 13.8% during 2023, moving from $23M to $20M in total assets. Net income was $-3,216,011.
Where can I find official filings for Allied Motion Technologies Inc. Employees' Stock Ownership Plan?
Official Form 5500 filings for Allied Motion Technologies Inc. Employees' Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 840518115 or plan name at efast.dol.gov.
How does Allied Motion Technologies Inc. Employees' Stock Ownership Plan compare to other plans?
You can compare Allied Motion Technologies Inc. Employees' Stock Ownership Plan against other Other plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 840518115.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.