ESOP · DOL Form 5500 · 2024

Allied Exhaust Systems, Inc. ESOP

Data updated 2026-08-25

$34M
Total assets Below avg plan size
181
Participants Below avg headcount
79th
Percentile by assets National rank
$189,883
Avg per participant Above avg balance/head
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Official DOL plan name: Allied Exhaust Systems, Inc. Employee Stock Ownership Plan · Sponsored by Allied Exhaust Systems, Inc. · California · Wholesale Trade

$34M in assets, 181 participants

Allied Exhaust Systems, Inc.'s Allied Exhaust Systems, Inc. Employee Stock Ownership Plan reported $34M in total assets and 181 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #4,782 in Wholesale Trade (6,080 peers)

Coverage in California

Allied Exhaust Systems, Inc. Employee Stock Ownership Plan covers 181 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $34M.

#4,782
in Wholesale Trade (6,080 peers)
-12.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Allied Exhaust Systems, Inc. Employee Stock Ownership Plan's outsized position by total assets

Allied Exhaust Systems, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$34,368,823 Top 21% higher than 79% 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

Allied Exhaust Systems, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allied Exhaust Systems, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (181 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Allied Exhaust Systems, Inc. Employee Stock Ownership Plan reported net income rose from -$6M in the plan year 2023 filing to -$5M in the plan year 2024 filing.
  • Allied Exhaust Systems, Inc. Employee Stock Ownership Plan end-of-year assets fell from $39M in the plan year 2023 filing to $34M in the plan year 2024 filing.
  • Allied Exhaust Systems, Inc. Employee Stock Ownership Plan reported participants fell from 183 in the plan year 2023 filing to 181 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 680136255 · Allied Exhaust Systems, Inc. PY 2024 · ESOP

Allied Exhaust Systems, Inc. Employee Stock Ownership Plan · $34M · 181 · 79th

  • BOY $34M
  • BOY 181
  • BOY 79th
  • BOY ESOP
  • BOY near Fisher Tank Company Employee Stock Ownership Plan
  • BOY ind #4782

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 →

Allied Exhaust Systems, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Embroidery Library, Inc Employee Stock Ownership Plan and TrustEmbroidery Library, Inc Empl…$34MAllied Exhaust Systems, Inc. Employee Stock Ownership PlanAllied Exhaust Systems, Inc.…$34MFisher Tank Company Employee Stock Ownership PlanFisher Tank Company Employee…$34MElectrotech Service Equipment Corporation Employee Stock Ownership PlanElectrotech Service Equipmen…$34MKnowles Industrial Services Corporation Employee Stock Ownership PlanKnowles Industrial Services …$34M
End-of-year total assets ($M) among Allied Exhaust Systems, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$32M
Net Income-$5M
Employer EIN680136255
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allied Exhaust Systems, Inc.)

Sponsor-wide plan assets over time

All Allied Exhaust Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 20.04066496302226% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $49.5M $39.6M ▼ -20.0%
Year Plans Participants Total Assets
2022 2 335 $49M
2023 2 355 $44M
2024 2 364 $40M

Nearby ESOP Plans in California

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

Allied Exhaust Systems, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Allied Exhaust Systems, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.034368823 · Participants: 181Allied Exhaust Systems, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Allied Exhaust Systems, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Allied Exhaust Systems, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Allied Exhaust Systems, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Fisher Tank Company Employee Stock Ownership Plan in PA ($34M); by covered participants it is Moody's Market, Inc. Employee Stock Ownership Plan in MT (181 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (181 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 Allied Exhaust Systems, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Allied Exhaust Systems, Inc. Employee Stock Ownership Plan pulled back noticeably - down 12.3% during 2024, from $39M to $34M. Reported net income was -$5M.
How have Allied Exhaust Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allied Exhaust Systems, Inc.'s sponsor-wide assets declined 20.0%, from $49M to $40M.
Where does Allied Exhaust Systems, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Allied Exhaust Systems, Inc. Employee Stock Ownership Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Allied Exhaust Systems, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Fisher Tank Company Employee Stock Ownership Plan in PA ($34M, 54 participants).
Which ESOP plans cover a similar participant headcount to Allied Exhaust Systems, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Moody's Market, Inc. Employee Stock Ownership Plan in MT (181 participants, $11M 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 680136255.

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.