ESOP · DOL Form 5500 · 2024
Allied Engineering Services, Inc. ESOP
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 29
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $130,823
- Avg per participant Near avg balance/head
Official DOL plan name: Allied Engineering Services, Inc. Employee Stock Ownership Plan · Sponsored by Allied Engineering Services, Inc. · Montana · Professional & Technical Services
$4M in assets, 29 participants
Allied Engineering Services, Inc.'s Allied Engineering Services, Inc. Employee Stock Ownership Plan reported $4M in total assets and 29 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.
- #6,941 in Professional & Technical Services (20,173 peers)
Allied Engineering Services, Inc. multi-year trail
Allied Engineering Services, Inc.'s plans moved +36.8% in assets from 2022 to 2024; this filing shows Allied Engineering Services, Inc. Employee Stock Ownership Plan at $4M / 29 participants.
- #6,941
- in Professional & Technical Services (20,173 peers)
- +16.6%
- assets growth YoY
Allied Engineering Services, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers
Allied Engineering Services, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,793,861 37th percentile higher than 37% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Allied Engineering Services, 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. Allied Engineering Services, Inc. Employee Stock Ownership Plan is a small filing (29 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Allied Engineering Services, Inc. Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Allied Engineering Services, Inc. Employee Stock Ownership Plan reported net income rose from $480K in the plan year 2023 filing to $541K in the plan year 2024 filing.
- Allied Engineering Services, Inc. Employee Stock Ownership Plan reported participants rose from 27 in the plan year 2023 filing to 29 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 810513254 · Allied Engineering Services, Inc. PY 2024 · ESOP
Allied Engineering Services, Inc. Employee Stock Ownership Plan · $4M · 29 · 37th
- PCT $4M
- EIN 29
- RANK 37th
- PHOTO ESOP
- IND near Jack Lehr Electric,Inc. Employee Stock Ownership Plan
- EOY ind #6941
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 →
Allied Engineering Services, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Allied Engineering Services, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Allied Engineering Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 36.81515537599761% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 25 | $3M |
| 2023 | 1 | 27 | $3M |
| 2024 | 1 | 29 | $4M |
Allied Engineering Services, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $541K |
| Employer EIN | 810513254 |
| Plan Effective Date | 2006-01-01 |
| 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 $469M · 968
- D.a. Davidson Companies Employee Stock Ownership Plan $176M · 1,519
- Electrical Consultants, Inc. Employee Stock Ownership Plan $109M · 822
- Sletten, Inc. Employee Stock Ownership Plan $87M · 339
- Morrison-Maierle, Inc. Employee Stock Ownership Plan $77M · 294
Allied Engineering Services, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Montana, the nearest ESOP by assets is Jack Lehr Electric,Inc. Employee Stock Ownership Plan in PA ($4M); by covered participants it is Clay County Savings Bank Employee Stock Ownership Plan in MO (29 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (29 participants); asset peers above are excluded.
- Clay County Savings Bank Employee Stock Ownership Plan (MO) 29 · 0 off
- Bgw Architects II, P.C. Employee Stock Ownership Plan (UT) 29 · 0 off
- Meadowvale, Inc. Amended and Restated Employee Stock Ownership Plan (IL) 29 · 0 off
- Valves and Fittings of Houston, Inc. Employee Stock Ownership Plan and Trust (TX) 29 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.