ESOP · DOL Form 5500 · 2024

Alliance Material Handling, Inc. ESOP

Data updated 2026-08-11

$103M
Total assets
293
Participants
91st
Percentile by assets
$352,399
Avg per participant
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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.

  • 91st percentile by assets (of 123,622 plans)
  • #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.

$103M
total plan assets (2024 EOY)
293
covered participants
91st
percentile by assets (of 123,622 plans)
$352,399
avg assets per participant

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.

Where Alliance Material Handling Employee Stock Ownership Plan sits 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 $2,010,000,000 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

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 →

State
Industry

Participants vs Maryland filers

In Maryland, the average filing covers about 929 participants across 2,484 plans. Alliance Material Handling Employee Stock Ownership Plan reports 293 participants - about 32% of that state average ($103M EOY assets).

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.)

$60M$80M$100M$120M$140M 202220232024 $73.4M $119M ▲ +62.7%
Total plan assets by year, all Alliance Material Handling, Inc. plans on file
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

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 Ha…Evapco, Inc. Employe…Westat, Inc. Employe…Kci Technologies, In…Lockheed Martin Corp…Brown Capital Manage…
Alliance Material Handling Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Alliance Material Handling Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Alliance Material Handling Employee Stoc…

Filing takeaways

Ways to act on Alliance Material Handling Employee Stock Ownership Plan's numbers.

  • By total assets, Alliance Material Handling Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Maryland. Compare plans
  • Alliance Material Handling, Inc.'s sponsor-wide assets have grown 62.7% since 2022 across 3 plan years on file. More Wholesale Trade plans