ESOP · DOL Form 5500 · 2022
Advance Capital Group, Inc. ESOP
Data updated 2026-08-11
- $39M
- Total assets
- 67
- Participants
- 86th
- Percentile by assets
- $585,507
- Avg per participant
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.
- 86th percentile by assets (of 139,126 plans)
- #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.
- $39M
- total plan assets (2022 EOY)
- 67
- covered participants
- 86th
- percentile by assets (of 139,126 plans)
- $585,507
- avg assets per participant
Advance Capital Group, Inc. Employee Stock Ownership Plan vs the 2022 asset distribution
By assets, Advance Capital Group, Inc. Employee Stock Ownership Plan outranks 86% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $39M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $338K |
| Employer EIN | 382685009 |
| Plan Effective Date | 2005-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Advance Capital Group, Inc.)
| 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
- Mcnaughton-Mckay Electric Company Employee Stock Ownership Plan $1.1B · 1,155
- The Kendall Group Employee Stock Ownership Plan $726M · 1,817
- Project Worldwide, Inc. Employee Stock Ownership Plan $395M · 977
- Motor City Electric Co. Employee Stock Ownership Plan $191M · 209
- Bandit Holding Company, Inc. Employee Stock Ownership Plan $182M · 591
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Advance Capital Group, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on Advance Capital Group, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Advance Capital Group, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Michigan. Compare plans
- Advance Capital Group, Inc.'s sponsor-wide assets have grown 35.8% since 2022 across 3 plan years on file. More Finance & Insurance plans