ESOP · DOL Form 5500 · 2024

Alltek Energy Systems, Inc. ESOP

Data updated 2026-08-25

$317K
Total assets Small plan by assets
41
Participants Small participant base
14th
Percentile by assets National rank
$7,742
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Aes Employee Stock Ownership Plan · Sponsored by Alltek Energy Systems, Inc. · New York · Construction

$317K in assets, 41 participants

Alltek Energy Systems, Inc.'s Aes Employee Stock Ownership Plan reported $317K in total assets and 41 participants in its 2024 DOL Form 5500 filing, ranking in the 14th 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.

  • #1,218 in Construction (9,039 peers)

Alltek Energy Systems, Inc. multi-year trail

Alltek Energy Systems, Inc.'s plans moved +35.1% in assets from 2022 to 2024; this filing shows Aes Employee Stock Ownership Plan at $317K / 41 participants.

#1,218
in Construction (9,039 peers)
+239.9%
assets growth YoY

Aes Employee Stock Ownership Plan among the smaller filed plans by assets

Aes Employee Stock Ownership Plan vs every filed plan by assets

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

$317,412 14th percentile higher than 14% 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

Aes 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. Aes Employee Stock Ownership Plan is a small filing (41 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aes Employee Stock Ownership Plan reported net income rose from $30K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Aes Employee Stock Ownership Plan end-of-year assets rose from $93K in the plan year 2023 filing to $317K in the plan year 2024 filing.
  • Aes Employee Stock Ownership Plan reported participants rose from 32 in the plan year 2023 filing to 41 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 141620911 · Alltek Energy Systems, Inc. PY 2024 · ESOP

Aes Employee Stock Ownership Plan · $317K · 41 · 14th

  • SCH $317K
  • SCH 41
  • SCH 14th
  • SCH ESOP
  • SCH near System Development, Inc Employee Stock Ownership Plan
  • SCH ind #1218

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 New York →

Aes Employee Stock Ownership Plan in the asset neighbourhood

Aes Employee Stock Ownership PlanAes Employee Stock Ownership…$317KSystem Development, Inc Employee Stock Ownership PlanSystem Development, Inc Empl…$318KLollar Guitars, Inc. Employee Stock Ownership PlanLollar Guitars, Inc. Employe…$318KTarrar Utility Consulants ESOPTarrar Utility Consulants ES…$319KAdvanced Equity Management, Inc. Employee Stock Ownership PlanAdvanced Equity Management, …$313K
End-of-year total assets ($M) among Aes Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Alltek Energy Systems, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Alltek Energy Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$317K 35.12413581718489% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M 202220232024 $0.23M $0.32M ▲ +39.1%
Year Plans Participants Total Assets
2022 1 40 $235K
2023 1 32 $93K
2024 1 41 $317K

Alltek Energy Systems, Inc. filing trail (2024)

Total Assets (Beginning of Year)$93K
Net Assets (End of Year)-$3M
Net Income$2M
Employer EIN141620911
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

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

Aes Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Aes Employee Stock Ownership Plan, Total assets ($M): 0.317412 · Participants: 41Aes Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 896.840227 · Participants: 3483Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 450.776522 · Participants: 3042North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 306.094988 · Participants: 3209Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 254.362741 · Participants: 1716Greenman-Pedersen, Inc. Employee Stock Ownership PlanMarshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 234.345888 · Participants: 518Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan
Aes Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Aes Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New York, the nearest ESOP by assets is System Development, Inc Employee Stock Ownership Plan in TX ($318K); by covered participants it is Custom Dental Management, Inc. Employee Stock Ownership Plan in MO (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 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 Aes Employee Stock Ownership Plan assets move in 2024? ▼
Aes Employee Stock Ownership Plan surged - up 239.9% during 2024, from $93K to $317K. Reported net income was $2M.
How have Alltek Energy Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alltek Energy Systems, Inc.'s sponsor-wide assets grew 35.1%, from $235K to $317K.
Where does Aes Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Aes Employee Stock Ownership Plan ranks in the 14th 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 Aes Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is System Development, Inc Employee Stock Ownership Plan in TX ($318K, 7 participants).
Which ESOP plans cover a similar participant headcount to Aes Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Custom Dental Management, Inc. Employee Stock Ownership Plan in MO (41 participants, N/A 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 141620911.

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.