Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

Allient Incorporated 401(k) Tax Advantaged Investment Plan

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

Sponsored by Allient Inc. (F/K/a/ Allied Motion Technologies Inc.) · New York · Manufacturing

What the 2023 filing shows

Allient Incorporated 401(k) Tax Advantaged Investment Plan holds $122M for 929 participants — about $131,544 per participant, up 15.4% over the 2024 plan year.

$122M
total plan assets (2024 EOY)
929
covered participants
$131,544
avg assets per participant
+15.4%
assets growth YoY
Total Assets (2023)
$122M
Participants
929
State
Industry
Manufacturing

What the Filing Says About Allient Incorporated 401(k) Tax Advantaged Investment Plan

Allient Incorporated 401(k) Tax Advantaged Investment Plan is a Profit Sharing retirement plan sponsored by Allient Inc. (F/K/a/ Allied Motion Technologies Inc.), headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $122M in total end-of-year assets and covers 929 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 840518115, and the plan has been effective since 1989-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $106M at the beginning of 2024 to $122M at year-end — a gain of 15.4%. Net assets (after liabilities) closed the year at $122M, with reported net income of $9M 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)$106M
Total Assets (End of Year)$122M
Net Assets (End of Year)$122M
Net Income$9M
Plan TypeProfit Sharing
Employer EIN840518115
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allient Inc. (F/K/a/ Allied Motion Technologies Inc.))

Year Plans Participants Total Assets
2022 2 1,417 $113M
2023 2 1,807 $126M
2024 2 1,838 $138M

Nearby Profit Sharing Plans in New York

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Frequently Asked Questions

How much money is in the Allient Incorporated 401(k) Tax Advantaged Investment Plan?
As of the 2024 Form 5500 filing, Allient Incorporated 401(k) Tax Advantaged Investment Plan holds $122M in total assets with 929 participants. It is sponsored by Allient Inc. (F/K/a/ Allied Motion Technologies Inc.).
What type of plan is Allient Incorporated 401(k) Tax Advantaged Investment Plan?
Allient Incorporated 401(k) Tax Advantaged Investment Plan is a Profit Sharing plan. It has been effective since 1989-07-01. The plan is filed with the U.S. Department of Labor under EIN 840518115.
Who sponsors the Allient Incorporated 401(k) Tax Advantaged Investment Plan?
Allient Incorporated 401(k) Tax Advantaged Investment Plan is sponsored by Allient Inc. (F/K/a/ Allied Motion Technologies Inc.), located in New York. The sponsor's EIN is 840518115 and the plan operates in the Manufacturing industry.
How did Allient Incorporated 401(k) Tax Advantaged Investment Plan perform in 2024?
Allient Incorporated 401(k) Tax Advantaged Investment Plan grew by 15.4% during 2024, moving from $106M to $122M in total assets. Net income was $9M.
Where can I find official filings for Allient Incorporated 401(k) Tax Advantaged Investment Plan?
Official Form 5500 filings for Allient Incorporated 401(k) Tax Advantaged Investment Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 840518115 or plan name at efast.dol.gov.
How does Allient Incorporated 401(k) Tax Advantaged Investment Plan compare to other plans?
You can compare Allient Incorporated 401(k) Tax Advantaged Investment Plan against other Profit Sharing plans on the plan type page, or view plans in New York 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 840518115.

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.