ESOP · DOL Form 5500 · 2024
Ajac, Inc. ESOP
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 100
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $28,569
- Avg per participant Low balance/head
Official DOL plan name: Ajac Employee Stock Ownership Plan · Sponsored by Ajac, Inc. · Arizona · Wholesale Trade
$3M in assets, 100 participants
Ajac, Inc.'s Ajac Employee Stock Ownership Plan reported $3M in total assets and 100 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.
- #1,371 in Wholesale Trade (6,080 peers)
Coverage in Arizona
Ajac Employee Stock Ownership Plan covers 100 participants in Arizona, about 18% of the average Arizona filer (state average ~564 per filing). Assets: $3M.
- #1,371
- in Wholesale Trade (6,080 peers)
- +70.6%
- assets growth YoY
The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ajac Employee Stock Ownership Plan among the smaller filed plans by assets
Ajac Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,856,930 33rd percentile higher than 33% 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
Ajac 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. Ajac Employee Stock Ownership Plan is a small filing (100 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 860651195 · Ajac, Inc. PY 2024 · ESOP
Ajac Employee Stock Ownership Plan · $3M · 100 · 33rd
- 5500 $3M
- 5500 100
- 5500 33rd
- 5500 ESOP
- 5500 near Chambers Group, Inc. Employee Stock Ownership Plan
- 5500 ind #1371
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 Arizona →
Ajac Employee Stock Ownership Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | -$17M |
| Net Income | -$18M |
| Employer EIN | 860651195 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Arizona
Peer ESOP plans, same state, same plan type, ranked by total assets.
- The Sundt Companies Employee Stock Ownership Plan $1.5B · 3,220
- U-Haul Holding Company Employee Stock Ownership Plan $561M · 21,253
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan $415M · 263
- Wilson Electric Services Corp. Employee Stock Ownership Plan $262M · 757
- Pima Medical Institute Employee Stock Ownership Plan $226M · 1,089
Ajac Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Arizona, the nearest ESOP by assets is Chambers Group, Inc. Employee Stock Ownership Plan in CA ($3M); by covered participants it is C & C Manufacturing, Inc. Employee Stock Ownership Plan in IN (100 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (100 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.