ESOP · DOL Form 5500 · 2024

Alliance Material Handling, Inc. ESOP

Data updated 2026-08-25

$103M
Total assets Near avg plan size
293
Participants Below avg headcount
91st
Percentile by assets National rank
$352,399
Avg per participant High balance/head
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Official DOL plan name: Alliance Material Handling Employee Stock Ownership Plan · Sponsored by Alliance Material Handling, Inc. · Maryland · Wholesale Trade

$103M in assets, 293 participants

Alliance Material Handling, Inc.'s Alliance Material Handling Employee Stock Ownership Plan reported $103M in total assets and 293 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #5,625 in Wholesale Trade (6,080 peers)

Coverage in Maryland

Alliance Material Handling Employee Stock Ownership Plan covers 293 participants in Maryland, about 32% of the average Maryland filer (state average ~929 per filing). Assets: $103M.

#5,625
in Wholesale Trade (6,080 peers)
-3.6%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Alliance Material Handling Employee Stock Ownership Plan's outsized position by total assets

Alliance Material Handling Employee Stock Ownership Plan vs every filed plan by assets

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

$103,252,864 Top 9% higher than 91% 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

Alliance Material Handling 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. Alliance Material Handling Employee Stock Ownership Plan sits mid-pack in the medium band (293 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Alliance Material Handling Employee Stock Ownership Plan reported net income fell from $44M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
  • Alliance Material Handling Employee Stock Ownership Plan end-of-year assets fell from $107M in the plan year 2023 filing to $103M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 522323852 · Alliance Material Handling, Inc. PY 2024 · ESOP

Alliance Material Handling Employee Stock Ownership Plan · $103M · 293 · 91st

  • EIN $103M
  • EIN 293
  • EIN 91st
  • EIN ESOP
  • EIN near Ai Industries, Inc. Employee Stock Ownership Plan
  • EIN ind #5625

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 Maryland →

Alliance Material Handling Employee Stock Ownership Plan in the asset neighbourhood

The Christman Employee Stock Ownership PlanThe Christman Employee Stock…$104MAi Industries, Inc. Employee Stock Ownership PlanAi Industries, Inc. Employee…$103MAlliance Material Handling Employee Stock Ownership PlanAlliance Material Handling E…$103MMrmc ESOP$103MR. C. Lurie Company, Inc. Employee Stock Ownership PlanR. C. Lurie Company, Inc. Em…$103M
End-of-year total assets ($M) among Alliance Material Handling Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$107M
Net Assets (End of Year)$80M
Net Income-$3M
Employer EIN522323852
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alliance Material Handling, Inc.)

Sponsor-wide plan assets over time

All Alliance Material Handling, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$119M 62.67738382494022% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $73.4M $119M ▲ +62.7%
Year Plans Participants Total Assets
2022 2 441 $73M
2023 2 561 $122M
2024 2 571 $119M

Nearby ESOP Plans in Maryland

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

Alliance Material Handling Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 00.511.5 Total assets ($B) Participants Alliance Material Handling Employee Stock Ownership Plan, Total assets ($B): 0.103252864 · Participants: 293Alliance Material Handling Employee Stock Ownership PlanEvapco, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.142811894 · Participants: 1803Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.418966511 · Participants: 3167Westat, Inc. Employee Stock Ownership PlanKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.392391805 · Participants: 1918Kci Technologies, Inc. Employee Stock Ownership PlanLockheed Martin Corporation Capital Accumulation Plan, Total assets ($B): 0.283619058 · Participants: 7445Lockheed Martin Corporation Capital Accumulation PlanBrown Capital Management ESOP, Total assets ($B): 0.211360737 · Participants: 35Brown Capital Management ESOP
Alliance Material Handling Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants
Compare Alliance Material Handling Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Maryland, the nearest ESOP by assets is Ai Industries, Inc. Employee Stock Ownership Plan in CA ($103M); by covered participants it is Alterman Group, Inc. Employee Stock Ownership Plan in TX (293 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($103M here).

Similar participant headcount

Nearest other-state filings by covered participants (293 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 Alliance Material Handling Employee Stock Ownership Plan assets move in 2024? ▼
Alliance Material Handling Employee Stock Ownership Plan edged down modestly - down 3.6% during 2024, from $107M to $103M. Reported net income was -$3M.
How have Alliance Material Handling, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alliance Material Handling, Inc.'s sponsor-wide assets grew 62.7%, from $73M to $119M.
Where does Alliance Material Handling Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Alliance Material Handling Employee Stock Ownership Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Alliance Material Handling Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ai Industries, Inc. Employee Stock Ownership Plan in CA ($103M, 120 participants).
Which ESOP plans cover a similar participant headcount to Alliance Material Handling Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Alterman Group, Inc. Employee Stock Ownership Plan in TX (293 participants, $128M 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 522323852.

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.