ESOP · DOL Form 5500 · 2022
Peter Basso Associates, Inc ESOP
Data updated 2026-08-11
- $13M
- Total assets
- 100
- Participants
- 70th
- Percentile by assets
- $129,306
- Avg per participant
Official DOL plan name: Peter Basso Associates, Inc Employee Stock Ownership Plan · Sponsored by Peter Basso Associates, Inc · Michigan · Professional & Technical Services
$13M in assets, 100 participants
Peter Basso Associates, Inc's Peter Basso Associates, Inc Employee Stock Ownership Plan reported $13M in total assets and 100 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.
- 70th percentile by assets (of 139,126 plans)
- #14,923 in Professional & Technical Services (21,562 peers)
Coverage in Michigan
Peter Basso Associates, Inc Employee Stock Ownership Plan covers 100 participants in Michigan, about 16% of the average Michigan filer (state average ~638 per filing). Assets: $13M.
- $13M
- total plan assets (2022 EOY)
- 100
- covered participants
- 70th
- percentile by assets (of 139,126 plans)
- $129,306
- avg assets per participant
Where Peter Basso Associates, Inc Employee Stock Ownership Plan sits by total assets
Peter Basso Associates, Inc Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,930,621 Top 30% higher than 70% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs Michigan filers
In Michigan, the average filing covers about 638 participants across 4,220 plans. Peter Basso Associates, Inc Employee Stock Ownership Plan reports 100 participants - about 16% of that state average ($13M EOY assets).
Michigan filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 382924399 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Peter Basso Associates, Inc)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 203 | $38M |
| 2023 | 2 | 204 | $46M |
| 2024 | 2 | 226 | $54M |
Nearby ESOP Plans in Michigan
Peer ESOP plans, same state, same plan type, ranked by total assets.
- 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 Peter Basso Associates, Inc Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Peter Basso Associates, Inc Employee Stock Ownership Plan's numbers.
- By total assets, Peter Basso Associates, Inc Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Michigan. Compare plans
- Peter Basso Associates, Inc's sponsor-wide assets have grown 44.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans