ESOP · DOL Form 5500 · 2024

Polaris Automation Holdings, Inc. ESOP

Data updated 2026-08-25

$73K
Total assets Small plan by assets
33
Participants Small participant base
5th
Percentile by assets National rank
$2,212
Avg per participant Low balance/head
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Official DOL plan name: Polaris Automation Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Polaris Automation Holdings, Inc. · Ohio · Professional & Technical Services

$73K in assets, 33 participants

Polaris Automation Holdings, Inc.'s Polaris Automation Holdings, Inc. Employee Stock Ownership Plan reported $73K in total assets and 33 participants in its 2024 DOL Form 5500 filing, ranking in the 5th 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.

  • #861 in Professional & Technical Services (20,173 peers)

Polaris Automation Holdings, Inc. multi-year trail

Polaris Automation Holdings, Inc.'s plans moved +43.1% in assets from 2022 to 2024; this filing shows Polaris Automation Holdings, Inc. Employee Stock Ownership Plan at $73K / 33 participants.

#861
in Professional & Technical Services (20,173 peers)
-0.2%
assets change YoY

Polaris Automation Holdings, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Polaris Automation Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$73,002 5th percentile higher than 5% of 123,620 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 2024

Polaris Automation Holdings, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Polaris Automation Holdings, Inc. Employee Stock Ownership Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Polaris Automation Holdings, Inc. Employee Stock Ownership Plan reported participants fell from 37 in the plan year 2023 filing to 33 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 834351332 · Polaris Automation Holdings, Inc. PY 2024 · ESOP

Polaris Automation Holdings, Inc. Employee Stock Ownership Plan · $73K · 33 · 5th

  • BOOK $73K
  • BOOK 33
  • BOOK 5th
  • BOOK ESOP
  • BOOK near Cruise & Associates, Inc. Employee Stock Ownership Plan
  • BOOK ind #861

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 Ohio →

Polaris Automation Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

G&d Electric, Inc. Employee Stock Ownership PlanG&d Electric, Inc. Employee …$75KPolaris Automation Holdings, Inc. Employee Stock Ownership PlanPolaris Automation Holdings,…$73KCruise & Associates, Inc. Employee Stock Ownership PlanCruise & Associates, Inc. Em…$73KAustin Burke of Florida, Inc. Retirement PlanAustin Burke of Florida, Inc…$74KJacobian Engineering Inc. Employee Stock Ownership PlanJacobian Engineering Inc. Em…$74K
End-of-year total assets ($M) among Polaris Automation Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Polaris Automation Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Polaris Automation Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$73K 43.141176470588235% vs 2022
2024 filing year
$0.04M$0.05M$0.06M$0.07M$0.08M 202220232024 $0.05M $0.07M ▲ +40.0%
Year Plans Participants Total Assets
2022 1 31 $51K
2023 1 37 $73K
2024 1 33 $73K

Polaris Automation Holdings, Inc. filing trail (2024)

Total Assets (Beginning of Year)$73K
Net Assets (End of Year)-$5M
Net Income$278K
Employer EIN834351332
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Polaris Automation Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Polaris Automation Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000073002 · Participants: 33Polaris Automation Holdings, Inc. Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.965382968 · Participants: 33639Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 2.007916491 · Participants: 1118The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.695889558 · Participants: 903Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.501664561 · Participants: 4264Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.485460635 · Participants: 415Cleveland Steel Container Corporation Employee Stock Ownership Plan
Polaris Automation Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Polaris Automation Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Polaris Automation Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Cruise & Associates, Inc. Employee Stock Ownership Plan in NE ($73K); by covered participants it is Sundance State Bank Profit Sharing and Employee Stock Ownership Plan in WY (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Polaris Automation Holdings, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Polaris Automation Holdings, Inc. Employee Stock Ownership Plan held essentially flat - down 0.2% during 2024, from $73K to $73K. Reported net income was $278K.
How have Polaris Automation Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Polaris Automation Holdings, Inc.'s sponsor-wide assets grew 43.1%, from $51K to $73K.
Where does Polaris Automation Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Polaris Automation Holdings, Inc. Employee Stock Ownership Plan ranks in the 5th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Polaris Automation Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Cruise & Associates, Inc. Employee Stock Ownership Plan in NE ($73K, 34 participants).
Which ESOP plans cover a similar participant headcount to Polaris Automation Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sundance State Bank Profit Sharing and Employee Stock Ownership Plan in WY (33 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 834351332.

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.