ESOP · DOL Form 5500 · 2022

Advance Capital Group, Inc. ESOP

Data updated 2026-08-25

$39M
Total assets Below avg plan size
67
Participants Small participant base
86th
Percentile by assets National rank
$585,507
Avg per participant High balance/head
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Official DOL plan name: Advance Capital Group, Inc. Employee Stock Ownership Plan · Sponsored by Advance Capital Group, Inc. · Michigan · Finance & Insurance

$39M in assets, 67 participants

Advance Capital Group, Inc.'s Advance Capital Group, Inc. Employee Stock Ownership Plan reported $39M in total assets and 67 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,153 in Finance & Insurance (9,261 peers)

Where Advance Capital Group, Inc. Employee Stock Ownership Plan sits by assets

Advance Capital Group, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $39M for 67 participants (~$585,507/participant), up 0.9% in 2022.

#7,153
in Finance & Insurance (9,261 peers)
+0.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Advance Capital Group, Inc. Employee Stock Ownership Plan's outsized position by total assets

Advance Capital Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$39,228,956 Top 14% higher than 86% of 139,123 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 2022

Advance Capital Group, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Advance Capital Group, Inc. Employee Stock Ownership Plan is a small filing (67 participants) on this national headcount ladder.

DOL schedule card

Filing strip 382685009 · Advance Capital Group, Inc. PY 2022 · ESOP

Advance Capital Group, Inc. Employee Stock Ownership Plan · $39M · 67 · 86th

  • NET $39M
  • NET 67
  • NET 86th
  • NET ESOP
  • NET near Ahc Employee Stock Ownership Plan
  • NET ind #7153

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 Michigan →

Advance Capital Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Seneca Medical Employee Stock Ownership Plan and TrustSeneca Medical Employee Stoc…$39MRe/Spec Inc. Employee Stock Ownership PlanRe/Spec Inc. Employee Stock …$39MMayo Construction Company, Inc. Employee Stock Ownership Plan and TrustMayo Construction Company, I…$39MAdvance Capital Group, Inc. Employee Stock Ownership PlanAdvance Capital Group, Inc. …$39MAhc Employee Stock Ownership PlanAhc Employee Stock Ownership…$39M
End-of-year total assets ($M) among Advance Capital Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$39M
Net Income$338K
Employer EIN382685009
Plan Effective Date2005-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advance Capital Group, Inc.)

Sponsor-wide plan assets over time

All Advance Capital Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$53M 35.79303257522326% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $39.2M $53.3M ▲ +35.8%
Year Plans Participants Total Assets
2022 1 67 $39M
2023 1 61 $45M
2024 1 59 $53M

Nearby ESOP Plans in Michigan

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

Advance Capital Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -0.500.511.5 Total assets ($B) Participants Advance Capital Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.039228956 · Participants: 67Advance Capital Group, Inc. Employee Stock Ownership PlanMcnaughton-Mckay Electric Company Employee Stock Ownership Plan, Total assets ($B): 1.052163391 · Participants: 1155Mcnaughton-Mckay Electric Company Employee Stock Ownership PlanThe Kendall Group Employee Stock Ownership Plan, Total assets ($B): 0.725583306 · Participants: 1817The Kendall Group Employee Stock Ownership PlanProject Worldwide, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.394784403 · Participants: 977Project Worldwide, Inc. Employee Stock Ownership PlanMotor City Electric Co. Employee Stock Ownership Plan, Total assets ($B): 0.191093331 · Participants: 209Motor City Electric Co. Employee Stock Ownership PlanBandit Holding Company, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.181896 · Participants: 591Bandit Holding Company, Inc. Employee Stock Ownership Plan
Advance Capital Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants
Compare Advance Capital Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Advance Capital Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Michigan, the nearest ESOP by assets is Ahc Employee Stock Ownership Plan in TN ($39M); by covered participants it is American Bank Employee Stock Ownership Plan in PA (67 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (67 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Advance Capital Group, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Advance Capital Group, Inc. Employee Stock Ownership Plan held essentially flat - up 0.9% during 2022, from $39M to $39M. Reported net income was $338K.
How have Advance Capital Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advance Capital Group, Inc.'s sponsor-wide assets grew 35.8%, from $39M to $53M.
Where does Advance Capital Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Advance Capital Group, Inc. Employee Stock Ownership Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Advance Capital Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ahc Employee Stock Ownership Plan in TN ($39M, 3,097 participants).
Which ESOP plans cover a similar participant headcount to Advance Capital Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is American Bank Employee Stock Ownership Plan in PA (67 participants, $790K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 382685009.

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.