Other
2024 plan-year Other DOL Form 5500

Allied Exhaust Systems, Inc. Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Allied Exhaust Systems, Inc. · California · Wholesale Trade

What the 2023 filing shows

Allied Exhaust Systems, Inc. Employee Stock Ownership Plan holds $34M for 181 participants — about $189,883 per participant, down 12.3% over the 2024 plan year.

$34M
total plan assets (2024 EOY)
181
covered participants
$189,883
avg assets per participant
-12.3%
assets change YoY

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.

Total Assets (2023)
$34M
Participants
181
State
Industry
Wholesale Trade

What the Filing Says About Allied Exhaust Systems, Inc. Employee Stock Ownership Plan

Allied Exhaust Systems, Inc. Employee Stock Ownership Plan is a Other retirement plan sponsored by Allied Exhaust Systems, Inc., headquartered in California. As of the 2024 Form 5500 filing, the plan reports $34M in total end-of-year assets and covers 181 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 680136255, and the plan has been effective since 2013-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $39M at the beginning of 2024 to $34M at year-end — a decline of 12.3%. Net assets (after liabilities) closed the year at $32M, with reported net income of $-4,884,276 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$39M
Total Assets (End of Year)$34M
Net Assets (End of Year)$32M
Net Income$-4,884,276
Plan TypeOther
Employer EIN680136255
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allied Exhaust Systems, Inc.)

Year Plans Participants Total Assets
2022 2 335 $49M
2023 2 355 $44M
2024 2 364 $40M

Nearby Other Plans in California

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

Frequently Asked Questions

How much money is in the Allied Exhaust Systems, Inc. Employee Stock Ownership Plan?
As of the 2024 Form 5500 filing, Allied Exhaust Systems, Inc. Employee Stock Ownership Plan holds $34M in total assets with 181 participants. It is sponsored by Allied Exhaust Systems, Inc..
What type of plan is Allied Exhaust Systems, Inc. Employee Stock Ownership Plan?
Allied Exhaust Systems, Inc. Employee Stock Ownership Plan is a Other plan. It has been effective since 2013-01-01. The plan is filed with the U.S. Department of Labor under EIN 680136255.
Who sponsors the Allied Exhaust Systems, Inc. Employee Stock Ownership Plan?
Allied Exhaust Systems, Inc. Employee Stock Ownership Plan is sponsored by Allied Exhaust Systems, Inc., located in California. The sponsor's EIN is 680136255 and the plan operates in the Wholesale Trade industry.
How did Allied Exhaust Systems, Inc. Employee Stock Ownership Plan perform in 2024?
Allied Exhaust Systems, Inc. Employee Stock Ownership Plan declined by 12.3% during 2024, moving from $39M to $34M in total assets. Net income was $-4,884,276.
Where can I find official filings for Allied Exhaust Systems, Inc. Employee Stock Ownership Plan?
Official Form 5500 filings for Allied Exhaust Systems, Inc. Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 680136255 or plan name at efast.dol.gov.
How does Allied Exhaust Systems, Inc. Employee Stock Ownership Plan compare to other plans?
You can compare Allied Exhaust Systems, Inc. Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.