ESOP · DOL Form 5500 · 2023

Ai Industries, Inc. ESOP

Data updated 2026-08-25

$98M
Total assets Below avg plan size
160
Participants Small participant base
91st
Percentile by assets National rank
$612,705
Avg per participant High balance/head
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Official DOL plan name: Ai Industries, Inc. Employee Stock Ownership Plan · Sponsored by Ai Industries, Inc. · California · Manufacturing

$98M in assets, 160 participants

Ai Industries, Inc.'s Ai Industries, Inc. Employee Stock Ownership Plan reported $98M in total assets and 160 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #16,221 in Manufacturing (18,722 peers)

Coverage in California

Ai Industries, Inc. Employee Stock Ownership Plan covers 160 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $98M.

#16,221
in Manufacturing (18,722 peers)
+9.6%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Ai Industries, Inc. Employee Stock Ownership Plan's outsized position by total assets

Ai Industries, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$98,032,879 Top 9% higher than 91% 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

Ai Industries, Inc. 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. Ai Industries, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (160 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ai Industries, Inc. Employee Stock Ownership Plan reported net income rose from -$6M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Ai Industries, Inc. Employee Stock Ownership Plan reported participants rose from 145 in the plan year 2022 filing to 160 in the plan year 2023 filing.
  • Ai Industries, Inc. Employee Stock Ownership Plan end-of-year assets rose from $89M in the plan year 2022 filing to $98M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 942932458 · Ai Industries, Inc. PY 2023 · ESOP

Ai Industries, Inc. Employee Stock Ownership Plan · $98M · 160 · 91st

  • PCT $98M
  • PCT 160
  • PCT 91st
  • PCT ESOP
  • PCT near Consolidated Mill Supply, Inc. Employee Stock Ownership Plan
  • PCT ind #16221

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 California →

Ai Industries, Inc. Employee Stock Ownership Plan in the asset neighbourhood

The Goodheart-Willcox Company, Inc. Employees' Profit Sharing and Stock Ownership PlanThe Goodheart-Willcox Compan…$98MAi Industries, Inc. Employee Stock Ownership PlanAi Industries, Inc. Employee…$98MConsolidated Mill Supply, Inc. Employee Stock Ownership PlanConsolidated Mill Supply, In…$98MPhysical Sciences Inc. Employee Stock Ownership PlanPhysical Sciences Inc. Emplo…$98MBerkel & Company Contractors, Inc. Employee Stock Ownership PlanBerkel & Company Contractors…$98M
End-of-year total assets ($M) among Ai Industries, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$89M
Net Assets (End of Year)$90M
Net Income$10M
Employer EIN942932458
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ai Industries, Inc.)

Sponsor-wide plan assets over time

All Ai Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$103M 15.467595724342234% vs 2022
2024 filing year
$85M$90M$95M$100M$105M 202220232024 $89.4M $103M ▲ +15.5%
Year Plans Participants Total Assets
2022 1 145 $89M
2023 1 160 $98M
2024 1 120 $103M

Nearby ESOP Plans in California

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

Ai Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Ai Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.098032879 · Participants: 160Ai Industries, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Ai Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Ai Industries, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Ai Industries, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Consolidated Mill Supply, Inc. Employee Stock Ownership Plan in IL ($98M); by covered participants it is Tech-Marine Business, Inc. Employee Stock Ownership Plan in DC (160 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Ai Industries, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Ai Industries, Inc. Employee Stock Ownership Plan grew at a solid clip - up 9.6% during 2023, from $89M to $98M. Reported net income was $10M.
How have Ai Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ai Industries, Inc.'s sponsor-wide assets grew 15.5%, from $89M to $103M.
Where does Ai Industries, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ai Industries, Inc. Employee Stock Ownership Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Ai Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Consolidated Mill Supply, Inc. Employee Stock Ownership Plan in IL ($98M, 15 participants).
Which ESOP plans cover a similar participant headcount to Ai Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Tech-Marine Business, Inc. Employee Stock Ownership Plan in DC (160 participants, $10M 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 942932458.

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.