ESOP · DOL Form 5500 · 2023

Allied Engineering Services, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
27
Participants Small participant base
37th
Percentile by assets National rank
$120,488
Avg per participant Near avg balance/head
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Official DOL plan name: Allied Engineering Services, Inc. Employee Stock Ownership Plan · Sponsored by Allied Engineering Services, Inc. · Montana · Professional & Technical Services

$3M in assets, 27 participants

Allied Engineering Services, Inc.'s Allied Engineering Services, Inc. Employee Stock Ownership Plan reported $3M in total assets and 27 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,884 in Professional & Technical Services (20,321 peers)

Allied Engineering Services, Inc. multi-year trail

Allied Engineering Services, Inc.'s plans moved +36.8% in assets from 2022 to 2024; this filing shows Allied Engineering Services, Inc. Employee Stock Ownership Plan at $3M / 27 participants.

#6,884
in Professional & Technical Services (20,321 peers)
+17.3%
assets growth YoY

Allied Engineering Services, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Allied Engineering Services, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,253,182 37th percentile higher than 37% 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 Engineering Services, 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. Allied Engineering Services, Inc. Employee Stock Ownership Plan is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allied Engineering Services, Inc. Employee Stock Ownership Plan reported net income rose from $336K in the plan year 2022 filing to $480K in the plan year 2023 filing.
  • Allied Engineering Services, Inc. Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Allied Engineering Services, Inc. Employee Stock Ownership Plan reported participants rose from 25 in the plan year 2022 filing to 27 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 810513254 · Allied Engineering Services, Inc. PY 2023 · ESOP

Allied Engineering Services, Inc. Employee Stock Ownership Plan · $3M · 27 · 37th

  • PHOTO $3M
  • IND 27
  • EOY 37th
  • 5500 ESOP
  • ASSETS near Peoples Financial Corporation Employee Stock Ownership Plan
  • PCT ind #6884

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 Montana →

Allied Engineering Services, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Boudreau Pipeline Employee Stock Ownership PlanBoudreau Pipeline Employee S…$3MOrgan Supply Industries, Inc. ESOPOrgan Supply Industries, Inc…$3MAllied Engineering Services, Inc. Employee Stock Ownership PlanAllied Engineering Services,…$3MPeoples Financial Corporation Employee Stock Ownership PlanPeoples Financial Corporatio…$3MFirst Seacoast Bank Employee Stock Ownership PlanFirst Seacoast Bank Employee…$3M
End-of-year total assets ($M) among Allied Engineering Services, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Allied Engineering Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Allied Engineering Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 36.81515537599761% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.77M $3.79M ▲ +36.8%
Year Plans Participants Total Assets
2022 1 25 $3M
2023 1 27 $3M
2024 1 29 $4M

Allied Engineering Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$480K
Employer EIN810513254
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Montana

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

Allied Engineering Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Montana, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400500 Total assets ($M) Participants Allied Engineering Services, Inc. Employee Stock Ownership Plan, Total assets ($M): 3.253182 · Participants: 27Allied Engineering Services, Inc. Employee Stock Ownership PlanPacific Hide & Fur Depot D/B/a Pacific Steel & Recycling ESOP, Total assets ($M): 441.768786 · Participants: 824Pacific Hide & Fur Depot D/B/a Pacific Steel & Recycling ESOPD.a. Davidson Companies Employee Stock Ownership Plan, Total assets ($M): 149.547346 · Participants: 1474D.a. Davidson Companies Employee Stock Ownership PlanElectrical Consultants, Inc. Employee Stock Ownership Plan, Total assets ($M): 81.207033 · Participants: 720Electrical Consultants, Inc. Employee Stock Ownership PlanMorrison-Maierle, Inc. Employee Stock Ownership Plan, Total assets ($M): 73.232679 · Participants: 278Morrison-Maierle, Inc. Employee Stock Ownership PlanSletten, Inc. Employee Stock Ownership Plan, Total assets ($M): 71.920975 · Participants: 303Sletten, Inc. Employee Stock Ownership Plan
Allied Engineering Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Montana, assets vs. participants
Compare Allied Engineering Services, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Montana, the nearest ESOP by assets is Peoples Financial Corporation Employee Stock Ownership Plan in MS ($3M); by covered participants it is Blankenberger Brothers, Inc. Employee Stock Ownership Plan and Trust Agreement in IN (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Engineering Services, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Allied Engineering Services, Inc. Employee Stock Ownership Plan grew sharply - up 17.3% during 2023, from $3M to $3M. Reported net income was $480K.
How have Allied Engineering Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allied Engineering Services, Inc.'s sponsor-wide assets grew 36.8%, from $3M to $4M.
Which ESOP plans are similar in size to Allied Engineering Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Peoples Financial Corporation Employee Stock Ownership Plan in MS ($3M, 90 participants).
Which ESOP plans cover a similar participant headcount to Allied Engineering Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Blankenberger Brothers, Inc. Employee Stock Ownership Plan and Trust Agreement in IN (27 participants, $13M 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 810513254.

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.