Plan Ledger DOL Form 5500 · updated monthly

Ai Industries, Inc.ESOP

AI INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN · REDWOOD CITY, CA · plan year 2024

Reported admin expense ratio · 2024
0.00%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Ai Industries, Inc. reported $80 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $20,364 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.000% to 0.000%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,031st-largest of 9,483 plans among California employers on file, and the 1,957th of 13,661 in manufacturing. active participation has shrunk from 166 to 105 since 2022.

Plan summary
Net assets, end of year$97,045,335
Participants with balances242
Active participants105
Employer contributions$2,138,210
Employee contributions—
Employer contribution per active participant$20,364
Average account balance$401,014
Benefits paid to participants$2,241,402
Plan auditUnmodified (clean) audit opinion
AuditorHOOD & STRONG LLP
Plan history3
Yearassets · accounts · employer contribution
2024$97.0M · 242 accts · $2.1M emplr
2023$89.9M · 245 accts · $2.3M emplr
2022$79.4M · 237 accts · $3.4M emplr
Administrative expenses, itemized · 2024
Trustee / custodial$80
Total administrative$80
Employer contributions to the Ai Industries, Inc. plan · 2024
Employer contribution per active participant$20,364
Median for plans this size$3,635
2024$20,364 per active participant
2023$18,101 per active participant
2022$20,318 per active participant

Ai Industries, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$80 · 0.00%
2023$165 · 0.00%
2022$90 · 0.00%
Similar plansManufacturing · California
Makita USA, Inc. CA$99.1M · 0.02%
Amyris, Inc. CA$98.6M
Iteris, Inc. CA$97.8M · 2.68%
Vizio, Inc. CA$96.5M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942932458 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.