ESOP · DOL Form 5500 · 2023

Automation-X Corporation ESOP

Data updated 2026-08-25

$61K
Total assets Small plan by assets
68
Participants Small participant base
4th
Percentile by assets National rank
$896
Avg per participant Low balance/head
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Official DOL plan name: Automation-X Corporation Employee Stock Ownership Plan · Sponsored by Automation-X Corporation · Colorado · Retail Trade

$61K in assets, 68 participants

Automation-X Corporation's Automation-X Corporation Employee Stock Ownership Plan reported $61K in total assets and 68 participants in its 2023 DOL Form 5500 filing, ranking in the 4th 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.

  • #553 in Retail Trade (8,414 peers)

Automation-X Corporation multi-year trail

Automation-X Corporation's plans moved +461.2% in assets from 2022 to 2024; this filing shows Automation-X Corporation Employee Stock Ownership Plan at $61K / 68 participants.

#553
in Retail Trade (8,414 peers)
+21.8%
assets growth YoY

Automation-X Corporation Employee Stock Ownership Plan among the smaller filed plans by assets

Automation-X Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$60,909 4th percentile higher than 4% 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

Automation-X Corporation 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. Automation-X Corporation Employee Stock Ownership Plan is a small filing (68 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Automation-X Corporation Employee Stock Ownership Plan reported net income rose from -$877K in the plan year 2022 filing to $43K in the plan year 2023 filing.
  • Automation-X Corporation Employee Stock Ownership Plan end-of-year assets rose from $50K in the plan year 2022 filing to $61K in the plan year 2023 filing.
  • Automation-X Corporation Employee Stock Ownership Plan reported participants rose from 67 in the plan year 2022 filing to 68 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 141871808 · Automation-X Corporation PY 2023 · ESOP

Automation-X Corporation Employee Stock Ownership Plan · $61K · 68 · 4th

  • NET $61K
  • BOOK 68
  • VS-ST 4th
  • BOY ESOP
  • SCH near Commerce Bancorp, Inc. Employee Stock Ownership Plan
  • EBSA ind #553

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 Colorado →

Automation-X Corporation Employee Stock Ownership Plan in the asset neighbourhood

Automation-X Corporation Employee Stock Ownership PlanAutomation-X Corporation Emp…$61KCommerce Bancorp, Inc. Employee Stock Ownership PlanCommerce Bancorp, Inc. Emplo…$61KA & I Parts Center Employee Stock Ownership PlanA & I Parts Center Employee …$61KPoly-Fiber, Inc. Employee Stock Ownership PlanPoly-Fiber, Inc. Employee St…$60KReinhardt Corp. Employee Stock Ownership PlanReinhardt Corp. Employee Sto…$60K
End-of-year total assets ($M) among Automation-X Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Automation-X Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Automation-X Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$281K 461.16% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M 202220232024 $0.05M $0.28M ▲ +460.0%
Year Plans Participants Total Assets
2022 1 67 $50K
2023 1 68 $61K
2024 1 63 $281K

Automation-X Corporation filing trail (2023)

Total Assets (Beginning of Year)$50K
Net Assets (End of Year)-$834K
Net Income$43K
Employer EIN141871808
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Colorado

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

Automation-X Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. 050010001500 -1000100200300400500 Total assets ($M) Participants Automation-X Corporation Employee Stock Ownership Plan, Total assets ($M): 0.060909 · Participants: 68Automation-X Corporation Employee Stock Ownership PlanAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 385.149702 · Participants: 581Alpine Lumber Company Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 266.310908 · Participants: 776Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 211.311494 · Participants: 1075Envision Management Holding, Inc. Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 209.447754 · Participants: 206Brown Strauss, Inc. Employee Stock Ownership PlanHercules Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 106.310439 · Participants: 444Hercules Industries, Inc. Employee Stock Ownership Plan
Automation-X Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Automation-X Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Automation-X Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Colorado, the nearest ESOP by assets is Commerce Bancorp, Inc. Employee Stock Ownership Plan in OK ($61K); by covered participants it is Project Management Solutions, Inc. Employee Stock Ownership Plan in OH (68 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (68 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 Automation-X Corporation Employee Stock Ownership Plan assets move in 2023? ▼
Automation-X Corporation Employee Stock Ownership Plan grew sharply - up 21.8% during 2023, from $50K to $61K. Reported net income was $43K.
How have Automation-X Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Automation-X Corporation's sponsor-wide assets grew 461.2%, from $50K to $281K.
Where does Automation-X Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Automation-X Corporation Employee Stock Ownership Plan ranks in the 4th 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 Automation-X Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Commerce Bancorp, Inc. Employee Stock Ownership Plan in OK ($61K, 42 participants).
Which ESOP plans cover a similar participant headcount to Automation-X Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Project Management Solutions, Inc. Employee Stock Ownership Plan in OH (68 participants, $2M 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 141871808.

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.