ESOP · DOL Form 5500 · 2023

Automatic Handling International, Inc. Welfare Plan ESOP

Data updated 2026-08-25

$88K
Total assets Small plan by assets
113
Participants Small participant base
6th
Percentile by assets National rank
$779
Avg per participant Low balance/head
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Official DOL plan name: Automatic Handling International Employee Stock Ownership Plan · Sponsored by Automatic Handling International, Inc. Welfare Plan · Michigan · Manufacturing

$88K in assets, 113 participants

Automatic Handling International, Inc. Welfare Plan's Automatic Handling International Employee Stock Ownership Plan reported $88K in total assets and 113 participants in its 2023 DOL Form 5500 filing, ranking in the 6th 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.

  • #438 in Manufacturing (18,722 peers)

Coverage in Michigan

Automatic Handling International Employee Stock Ownership Plan covers 113 participants in Michigan, about 18% of the average Michigan filer (state average ~638 per filing). Assets: $88K.

#438
in Manufacturing (18,722 peers)
-58.9%
assets change YoY

Automatic Handling International Employee Stock Ownership Plan among the smaller filed plans by assets

Automatic Handling International Employee Stock Ownership Plan vs every filed plan by assets

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

$88,000 6th percentile higher than 6% 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

Automatic Handling International 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. Automatic Handling International Employee Stock Ownership Plan sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Automatic Handling International Employee Stock Ownership Plan end-of-year assets fell from $214K in the plan year 2022 filing to $88K in the plan year 2023 filing.
  • Automatic Handling International Employee Stock Ownership Plan reported net income fell from $232K in the plan year 2022 filing to $173K in the plan year 2023 filing.
  • Automatic Handling International Employee Stock Ownership Plan reported participants fell from 117 in the plan year 2022 filing to 113 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 260299622 · Automatic Handling International, Inc. Welfare Plan PY 2023 · ESOP

Automatic Handling International Employee Stock Ownership Plan · $88K · 113 · 6th

  • VS-ST $88K
  • BOY 113
  • SCH 6th
  • EBSA ESOP
  • PART near Postec, Inc. Employee Stock Ownership Plan
  • TYPE ind #438

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 Michigan →

Automatic Handling International Employee Stock Ownership Plan in the asset neighbourhood

Automatic Handling International Employee Stock Ownership PlanAutomatic Handling Internati…$88KPostec, Inc. Employee Stock Ownership PlanPostec, Inc. Employee Stock …$87KCommunications Systems, Inc. Employee Stock Ownership Plan and TrustCommunications Systems, Inc.…$86KAdvanced Manufacturing Group, Inc. Employee Stock Ownership PlanAdvanced Manufacturing Group…$85KK-Ter Imagineering, Inc. Employee Stock Ownership PlanK-Ter Imagineering, Inc. Emp…$91K
End-of-year total assets ($M) among Automatic Handling International Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$214K
Net Assets (End of Year)-$13M
Net Income$173K
Employer EIN260299622
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Automatic Handling International, Inc. Welfare Plan)

Sponsor-wide plan assets over time

All Automatic Handling International, Inc. Welfare Plan plans reported in each filing year

Latest sponsor-wide plan assets
$20M 120.97750254490963% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $9.25M $20.4M ▲ +121.0%
Year Plans Participants Total Assets
2022 2 218 $9M
2023 2 212 $11M
2024 2 205 $20M

Nearby ESOP Plans in Michigan

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

Automatic Handling International Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -0.500.511.5 Total assets ($B) Participants Automatic Handling International Employee Stock Ownership Plan, Total assets ($B): 0.000088 · Participants: 113Automatic Handling International Employee Stock Ownership PlanMcnaughton-Mckay Electric Company Employee Stock Ownership Plan, Total assets ($B): 1.30777109 · Participants: 1635Mcnaughton-Mckay Electric Company Employee Stock Ownership PlanThe Kendall Group Employee Stock Ownership Plan, Total assets ($B): 0.808091077 · Participants: 1907The Kendall Group Employee Stock Ownership PlanProject Worldwide, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.436210284 · Participants: 1173Project Worldwide, Inc. Employee Stock Ownership PlanMotor City Electric Co. Employee Stock Ownership Plan, Total assets ($B): 0.258079249 · Participants: 207Motor City Electric Co. Employee Stock Ownership PlanLee Contracting, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.237688318 · Participants: 500Lee Contracting, Inc. Employee Stock Ownership Plan
Automatic Handling International Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants
Compare Automatic Handling International Employee Stock Ownership Plan side-by-side with 3 peers →

Automatic Handling International Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Michigan, the nearest ESOP by assets is Postec, Inc. Employee Stock Ownership Plan in GA ($87K); by covered participants it is Savanna Industries Employee Stock Ownership Plan in VA (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Automatic Handling International Employee Stock Ownership Plan assets move in 2023? ▼
Automatic Handling International Employee Stock Ownership Plan contracted severely - down 58.9% during 2023, from $214K to $88K. Reported net income was $173K.
How have Automatic Handling International, Inc. Welfare Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Automatic Handling International, Inc. Welfare Plan's sponsor-wide assets grew 121.0%, from $9M to $20M.
Where does Automatic Handling International Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Automatic Handling International Employee Stock Ownership Plan ranks in the 6th 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 Automatic Handling International Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Postec, Inc. Employee Stock Ownership Plan in GA ($87K, N/A participants).
Which ESOP plans cover a similar participant headcount to Automatic Handling International Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Savanna Industries Employee Stock Ownership Plan in VA (113 participants, $34M 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 260299622.

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.