ESOP · DOL Form 5500 · 2022

Peter Basso Associates, Inc ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
100
Participants Small participant base
70th
Percentile by assets National rank
$129,306
Avg per participant Near avg balance/head
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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.

  • #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.

#14,923
in Professional & Technical Services (21,562 peers)
+14.7%
assets growth YoY

Peter Basso Associates, Inc Employee Stock Ownership Plan's outsized position 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

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

Peter Basso Associates, 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. Peter Basso Associates, Inc Employee Stock Ownership Plan is a small filing (100 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 382924399 · Peter Basso Associates, Inc PY 2022 · ESOP

Peter Basso Associates, Inc Employee Stock Ownership Plan · $13M · 100 · 70th

  • VS-ST $13M
  • VS-ST 100
  • VS-ST 70th
  • VS-ST ESOP
  • VS-ST near William Penn Bank Employee Stock Ownership Plan
  • VS-ST ind #14923

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 →

Peter Basso Associates, Inc Employee Stock Ownership Plan in the asset neighbourhood

Bcp Securities, Inc. Employee Stock Ownership PlanBcp Securities, Inc. Employe…$13MScilucent, Inc. Employee Stock Ownership PlanScilucent, Inc. Employee Sto…$13MPeter Basso Associates, Inc Employee Stock Ownership PlanPeter Basso Associates, Inc …$13MWilliam Penn Bank Employee Stock Ownership PlanWilliam Penn Bank Employee S…$13MBiologics Consulting Group, Inc. Employee Stock Ownership PlanBiologics Consulting Group, …$13M
End-of-year total assets ($M) among Peter Basso Associates, Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN382924399
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Peter Basso Associates, Inc)

Sponsor-wide plan assets over time

All Peter Basso Associates, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$54M 44.301843467590324% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $37.7M $54.4M ▲ +44.3%
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.

Peter Basso Associates, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -0.500.511.5 Total assets ($B) Participants Peter Basso Associates, Inc Employee Stock Ownership Plan, Total assets ($B): 0.012930621 · Participants: 100Peter Basso Associates, 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
Peter Basso Associates, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants
Compare Peter Basso Associates, Inc Employee Stock Ownership Plan side-by-side with 3 peers →

Peter Basso Associates, Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Michigan, the nearest ESOP by assets is William Penn Bank Employee Stock Ownership Plan in PA ($13M); by covered participants it is Tbb Holdings, Inc. Employee Stock Ownership Plan in HI (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Peter Basso Associates, Inc Employee Stock Ownership Plan assets move in 2022? ▼
Peter Basso Associates, Inc Employee Stock Ownership Plan grew at a solid clip - up 14.7% during 2022, from $11M to $13M. Reported net income was $2M.
How have Peter Basso Associates, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peter Basso Associates, Inc's sponsor-wide assets grew 44.3%, from $38M to $54M.
Which ESOP plans are similar in size to Peter Basso Associates, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is William Penn Bank Employee Stock Ownership Plan in PA ($13M, 76 participants).
Which ESOP plans cover a similar participant headcount to Peter Basso Associates, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Tbb Holdings, Inc. Employee Stock Ownership Plan in HI (100 participants, $181K 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 382924399.

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.