ESOP · DOL Form 5500 · 2024

Ai Industries, Inc. ESOP

Data updated 2026-08-25

$103M
Total assets Near avg plan size
120
Participants Small participant base
91st
Percentile by assets National rank
$860,527
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ai Industries, Inc. Employee Stock Ownership Plan · Sponsored by Ai Industries, Inc. · California · Manufacturing

$103M in assets, 120 participants

Ai Industries, Inc.'s Ai Industries, Inc. Employee Stock Ownership Plan reported $103M in total assets and 120 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.

  • #15,320 in Manufacturing (17,777 peers)

Coverage in California

Ai Industries, Inc. Employee Stock Ownership Plan covers 120 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $103M.

#15,320
in Manufacturing (17,777 peers)
+5.3%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Ai Industries, Inc. Employee Stock Ownership Plan's outsized position by total assets

Ai Industries, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$103,263,299 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

Ai Industries, 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. Ai Industries, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ai Industries, Inc. Employee Stock Ownership Plan reported net income fell from $10M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Ai Industries, Inc. Employee Stock Ownership Plan reported participants fell from 160 in the plan year 2023 filing to 120 in the plan year 2024 filing.
  • Ai Industries, Inc. Employee Stock Ownership Plan end-of-year assets rose from $98M in the plan year 2023 filing to $103M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 942932458 · Ai Industries, Inc. PY 2024 · ESOP

Ai Industries, Inc. Employee Stock Ownership Plan · $103M · 120 · 91st

  • EBSA $103M
  • PART 120
  • TYPE 91st
  • NET ESOP
  • BOOK near Alliance Material Handling Employee Stock Ownership Plan
  • VS-ST ind #15320

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 →

Ai Industries, Inc. 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 Ai Industries, 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)$98M
Net Assets (End of Year)$97M
Net Income$7M
Employer EIN942932458
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ai Industries, Inc.)

Sponsor-wide plan assets over time

All Ai Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$103M 15.467595724342234% vs 2022
2024 filing year
$85M$90M$95M$100M$105M 202220232024 $89.4M $103M ▲ +15.5%
Year Plans Participants Total Assets
2022 1 145 $89M
2023 1 160 $98M
2024 1 120 $103M

Nearby ESOP Plans in California

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

Ai Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Ai Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.103263299 · Participants: 120Ai Industries, 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
Ai Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Ai Industries, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Ai Industries, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Alliance Material Handling Employee Stock Ownership Plan in MD ($103M); by covered participants it is Sbna Holdings, Inc. Employee Stock Ownership Plan in TX (120 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 (120 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 Ai Industries, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Ai Industries, Inc. Employee Stock Ownership Plan grew at a solid clip - up 5.3% during 2024, from $98M to $103M. Reported net income was $7M.
How have Ai Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ai Industries, Inc.'s sponsor-wide assets grew 15.5%, from $89M to $103M.
Where does Ai Industries, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ai Industries, Inc. 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 Ai Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Alliance Material Handling Employee Stock Ownership Plan in MD ($103M, 293 participants).
Which ESOP plans cover a similar participant headcount to Ai Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sbna Holdings, Inc. Employee Stock Ownership Plan in TX (120 participants, $14M 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 942932458.

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.