ESOP · DOL Form 5500 · 2022

Fpl Advisory Group Holdings Co. ESOP

Data updated 2026-08-25

$20M
Total assets Small plan by assets
54
Participants Small participant base
77th
Percentile by assets National rank
$375,285
Avg per participant High balance/head
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Official DOL plan name: Fpl Advisory Group Holdings Co. Employee Stock Ownership Plan · Sponsored by Fpl Advisory Group Holdings Co. · Illinois · Professional & Technical Services

$20M in assets, 54 participants

Fpl Advisory Group Holdings Co.'s Fpl Advisory Group Holdings Co. Employee Stock Ownership Plan reported $20M in total assets and 54 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #16,755 in Professional & Technical Services (21,562 peers)

Where Fpl Advisory Group Holdings Co. Employee Stock Ownership Plan sits by assets

Fpl Advisory Group Holdings Co. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $20M for 54 participants (~$375,285/participant), up 3.1% in 2022.

#16,755
in Professional & Technical Services (21,562 peers)
+3.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Fpl Advisory Group Holdings Co. Employee Stock Ownership Plan's outsized position by total assets

Fpl Advisory Group Holdings Co. Employee Stock Ownership Plan vs every filed plan by assets

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

$20,265,408 Top 23% higher than 77% 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

Fpl Advisory Group Holdings Co. 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. Fpl Advisory Group Holdings Co. Employee Stock Ownership Plan is a small filing (54 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 260749926 · Fpl Advisory Group Holdings Co. PY 2022 · ESOP

Fpl Advisory Group Holdings Co. Employee Stock Ownership Plan · $20M · 54 · 77th

  • SCH $20M
  • SCH 54
  • SCH 77th
  • SCH ESOP
  • SCH near Pipe Distributors, Inc. Employee Stock Ownership Plan
  • SCH ind #16755

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 Illinois →

Fpl Advisory Group Holdings Co. Employee Stock Ownership Plan in the asset neighbourhood

Salem Fabrication Technologies Group, Inc. Employee Stock Ownership PlanSalem Fabrication Technologi…$20MFpl Advisory Group Holdings Co. Employee Stock Ownership PlanFpl Advisory Group Holdings …$20MPipe Distributors, Inc. Employee Stock Ownership PlanPipe Distributors, Inc. Empl…$20MTbm Consulting Group, Inc. Employee Stock Ownership PlanTbm Consulting Group, Inc. E…$20MGibson Insurance Agency, Inc. Employee Stock Ownership PlanGibson Insurance Agency, Inc…$20M
End-of-year total assets ($M) among Fpl Advisory Group Holdings Co. 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)$20M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN260749926
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fpl Advisory Group Holdings Co.)

Sponsor-wide plan assets over time

All Fpl Advisory Group Holdings Co. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 48.817896979917705% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $20.3M $10.4M ▼ -48.8%
Year Plans Participants Total Assets
2022 1 54 $20M
2023 1 60 $16M
2024 1 62 $10M

Nearby ESOP Plans in Illinois

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

Fpl Advisory Group Holdings Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Fpl Advisory Group Holdings Co. Employee Stock Ownership Plan, Total assets ($B): 0.020265408 · Participants: 54Fpl Advisory Group Holdings Co. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.751765578 · Participants: 4361Amsted Industries Incorporated Employees' Stock Ownership PlanOri 401(k) Savings and Profit Sharing Plan, Total assets ($B): 1.70457972 · Participants: 10023Ori 401(k) Savings and Profit Sharing PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.163229548 · Participants: 3905Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 0.970067277 · Participants: 495Scot Forge Company Employee Stock Ownership PlanRli Corp. Employee Stock Ownership Plan, Total assets ($B): 0.341695997 · Participants: 826Rli Corp. Employee Stock Ownership Plan
Fpl Advisory Group Holdings Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Fpl Advisory Group Holdings Co. Employee Stock Ownership Plan side-by-side with 3 peers →

Fpl Advisory Group Holdings Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Pipe Distributors, Inc. Employee Stock Ownership Plan in TX ($20M); by covered participants it is Bachman, Inc. ESOP in ND (54 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (54 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 Fpl Advisory Group Holdings Co. Employee Stock Ownership Plan assets move in 2022? ▼
Fpl Advisory Group Holdings Co. Employee Stock Ownership Plan edged up modestly - up 3.1% during 2022, from $20M to $20M. Reported net income was $2M.
How have Fpl Advisory Group Holdings Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fpl Advisory Group Holdings Co.'s sponsor-wide assets declined 48.8%, from $20M to $10M.
Where does Fpl Advisory Group Holdings Co. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Fpl Advisory Group Holdings Co. Employee Stock Ownership Plan ranks in the 77th 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 Fpl Advisory Group Holdings Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Pipe Distributors, Inc. Employee Stock Ownership Plan in TX ($20M, 43 participants).
Which ESOP plans cover a similar participant headcount to Fpl Advisory Group Holdings Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bachman, Inc. ESOP in ND (54 participants, $5M 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 260749926.

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.