ESOP · DOL Form 5500 · 2023
Allient Inc. (F/K/a Allied Motion Technologies Inc.) ESOP
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 863
- Participants Near avg headcount
- 73rd
- Percentile by assets National rank
- $23,332
- Avg per participant Low balance/head
Official DOL plan name: Allied Motion Technologies Inc. Employees' Stock Ownership Plan · Sponsored by Allient Inc. (F/K/a Allied Motion Technologies Inc.) · New York · Manufacturing
$20M in assets, 863 participants
Allient Inc. (F/K/a Allied Motion Technologies Inc.)'s Allied Motion Technologies Inc. Employees' Stock Ownership Plan reported $20M in total assets and 863 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #11,739 in Manufacturing (18,722 peers)
Allient Inc. (F/K/a Allied Motion Technologies Inc.) multi-year trail
Allient Inc. (F/K/a Allied Motion Technologies Inc.)'s plans moved +22.3% in assets from 2022 to 2024; this filing shows Allied Motion Technologies Inc. Employees' Stock Ownership Plan at $20M / 863 participants.
- #11,739
- in Manufacturing (18,722 peers)
- -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.
Allied Motion Technologies Inc. Employees' Stock Ownership Plan's outsized position by total assets
Allied Motion Technologies Inc. Employees' Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,135,844 Top 27% higher than 73% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Allied Motion Technologies Inc. Employees' 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 Motion Technologies Inc. Employees' Stock Ownership Plan sits mid-pack in the medium band (863 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Allied Motion Technologies Inc. Employees' Stock Ownership Plan reported net income fell from -$827K in the plan year 2022 filing to -$3M in the plan year 2023 filing.
- Allied Motion Technologies Inc. Employees' Stock Ownership Plan reported participants rose from 689 in the plan year 2022 filing to 863 in the plan year 2023 filing.
- Allied Motion Technologies Inc. Employees' Stock Ownership Plan end-of-year assets fell from $23M in the plan year 2022 filing to $20M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 840518115 · Allient Inc. (F/K/a Allied Motion Technologies Inc.) PY 2023 · ESOP
Allied Motion Technologies Inc. Employees' Stock Ownership Plan · $20M · 863 · 73rd
- EBSA $20M
- PART 863
- TYPE 73rd
- NET ESOP
- BOOK near Inland Star Distribution Centers, Inc. Employee Stock Ownership Plan
- VS-ST ind #11739
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 New York →
Allied Motion Technologies Inc. Employees' Stock Ownership Plan in the asset neighbourhood
Allient Inc. (F/K/a Allied Motion Technologies Inc.) multi-year asset trail
Sponsor-wide plan assets over time
All Allient Inc. (F/K/a Allied Motion Technologies Inc.) plans reported in each filing year
- Latest sponsor-wide plan assets
- $138M 22.30147525040654% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,417 | $113M |
| 2023 | 2 | 1,807 | $126M |
| 2024 | 2 | 1,838 | $138M |
Allient Inc. (F/K/a Allied Motion Technologies Inc.) filing trail (2023)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$3M |
| Employer EIN | 840518115 |
| Plan Effective Date | 1981-06-28 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in New York
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Stewart's Shops Corp Employee Stock Ownership Plan $877M · 3,439
- North Coast Holdings Employee Stock Ownership Plan $406M · 4,467
- Griffon Corporation Employee Stock Ownership Plan $299M · 3,674
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $248M · 1,704
- H.C. Wainwright & Co. Employee Stock Ownership Plan $242M · 93
Allied Motion Technologies Inc. Employees' Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside New York, the nearest ESOP by assets is Inland Star Distribution Centers, Inc. Employee Stock Ownership Plan in CA ($20M); by covered participants it is Mckim & Creed, Inc. Employee Stock Ownership Plan in NC (867 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (863 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.