ESOP · DOL Form 5500 · 2023
A & I Distributors of Billings ESOP Plan ESOP
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 163
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $51,415
- Avg per participant Low balance/head
Official DOL plan name: Automotive & Industrial Distributors of Billings Employee Stock Ownership Plan · Sponsored by A & I Distributors of Billings ESOP Plan · Montana · Wholesale Trade
$8M in assets, 163 participants
A & I Distributors of Billings ESOP Plan's Automotive & Industrial Distributors of Billings Employee Stock Ownership Plan reported $8M in total assets and 163 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.
- #2,865 in Wholesale Trade (6,309 peers)
A & I Distributors of Billings ESOP Plan multi-year trail
A & I Distributors of Billings ESOP Plan's plans moved +17.3% in assets from 2022 to 2024; this filing shows Automotive & Industrial Distributors of Billings Employee Stock Ownership Plan at $8M / 163 participants.
- #2,865
- in Wholesale Trade (6,309 peers)
- +2.8%
- assets growth YoY
Automotive & Industrial Distributors of Billings Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers
Automotive & Industrial Distributors of Billings Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,380,578 Top 45% higher than 55% 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
Automotive & Industrial Distributors of Billings 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. Automotive & Industrial Distributors of Billings Employee Stock Ownership Plan sits mid-pack in the medium band (163 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Automotive & Industrial Distributors of Billings Employee Stock Ownership Plan reported net income fell from $792K in the plan year 2022 filing to $232K in the plan year 2023 filing.
- Automotive & Industrial Distributors of Billings Employee Stock Ownership Plan reported participants fell from 170 in the plan year 2022 filing to 163 in the plan year 2023 filing.
- Automotive & Industrial Distributors of Billings Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.
DOL schedule card
Filing strip 810236090 · A & I Distributors of Billings ESOP Plan PY 2023 · ESOP
Automotive & Industrial Distributors of Billings Employee Stock Ownership Plan · $8M · 163 · 55th
- PART $8M
- TYPE 163
- NET 55th
- BOOK ESOP
- VS-ST near The Capital Holdings Group, Inc. Employee Stock Ownership Plan and Trust
- BOY ind #2865
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 →
Automotive & Industrial Distributors of Billings Employee Stock Ownership Plan in the asset neighbourhood
A & I Distributors of Billings ESOP Plan multi-year asset trail
Sponsor-wide plan assets over time
All A & I Distributors of Billings ESOP Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 17.296570480693745% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 371 | $14M |
| 2023 | 2 | 379 | $15M |
| 2024 | 2 | 406 | $17M |
A & I Distributors of Billings ESOP Plan filing trail (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $232K |
| Employer EIN | 810236090 |
| Plan Effective Date | 1979-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Montana
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Pacific Hide & Fur Depot D/B/a Pacific Steel & Recycling ESOP $442M · 824
- D.a. Davidson Companies Employee Stock Ownership Plan $150M · 1,474
- Electrical Consultants, Inc. Employee Stock Ownership Plan $81M · 720
- Morrison-Maierle, Inc. Employee Stock Ownership Plan $73M · 278
- Sletten, Inc. Employee Stock Ownership Plan $72M · 303
Automotive & Industrial Distributors of Billings Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Montana, the nearest ESOP by assets is The Capital Holdings Group, Inc. Employee Stock Ownership Plan and Trust in VA ($8M); by covered participants it is Mid-Atlantic Door Group Employee Stock Ownership Plan in MD (163 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- The Capital Holdings Group, Inc. Employee Stock Ownership Plan and Trust (VA) $8M · 112
- Group Builders, Inc. Employee Stock Ownership Plan (HI) $8M · 36
- Odonnell and Naccarato, Inc. Employee Stock Ownership Plan (PA) $8M · 73
- Emergency Apparatus Maintenance, Inc. Employee Stock Ownership Plan (MN) $8M · 20
Similar participant headcount
Nearest other-state filings by covered participants (163 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.