ESOP · DOL Form 5500 · 2022

American Merchandising Specialists, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
158
Participants Small participant base
51st
Percentile by assets National rank
$31,899
Avg per participant Low balance/head
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Official DOL plan name: Ams Retail Solutions Employee Stock Ownership Plan · Sponsored by American Merchandising Specialists, Inc. · North Carolina · Professional & Technical Services

$5M in assets, 158 participants

American Merchandising Specialists, Inc.'s Ams Retail Solutions Employee Stock Ownership Plan reported $5M in total assets and 158 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #10,469 in Professional & Technical Services (21,562 peers)

Coverage in North Carolina

Ams Retail Solutions Employee Stock Ownership Plan covers 158 participants in North Carolina, about 19% of the average North Carolina filer (state average ~819 per filing). Assets: $5M.

#10,469
in Professional & Technical Services (21,562 peers)
-27.3%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ams Retail Solutions Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Ams Retail Solutions Employee Stock Ownership Plan vs every filed plan by assets

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

$5,040,000 Top 49% higher than 51% 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

Ams Retail Solutions Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ams Retail Solutions Employee Stock Ownership Plan sits mid-pack in the medium band (158 participants).

DOL schedule card

Filing strip 911951517 · American Merchandising Specialists, Inc. PY 2022 · ESOP

Ams Retail Solutions Employee Stock Ownership Plan · $5M · 158 · 51st

  • PART $5M
  • PART 158
  • PART 51st
  • PART ESOP
  • PART near Aspen Electronics Manufacturing, Inc. Employee Stock Ownership Plan
  • PART ind #10469

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 North Carolina →

Ams Retail Solutions Employee Stock Ownership Plan in the asset neighbourhood

The American National Bank of Beaver Dam Employee Stock Ownership PlanThe American National Bank o…$5MAms Retail Solutions Employee Stock Ownership PlanAms Retail Solutions Employe…$5MAspen Electronics Manufacturing, Inc. Employee Stock Ownership PlanAspen Electronics Manufactur…$5MG & W Foods Employees Profit Sharing and Stock Ownership PlanG & W Foods Employees Profit…$5MProvidence Holding, Inc. Employee Stock Ownership PlanProvidence Holding, Inc. Emp…$5M
End-of-year total assets ($M) among Ams Retail Solutions Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)-$20M
Net Income-$1M
Employer EIN911951517
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Merchandising Specialists, Inc.)

Sponsor-wide plan assets over time

All American Merchandising Specialists, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 2.9709619391719126% vs 2022
2024 filing year
$8.5M$9M$9.5M 202220232024 $9.13M $9.4M ▲ +3.0%
Year Plans Participants Total Assets
2022 2 316 $9M
2023 2 299 $9M
2024 2 298 $9M

Nearby ESOP Plans in North Carolina

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

Ams Retail Solutions Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Ams Retail Solutions Employee Stock Ownership Plan, Total assets ($B): 0.00504 · Participants: 158Ams Retail Solutions Employee Stock Ownership PlanOld Dominion 401(k) Retirement Plan, Total assets ($B): 1.794370156 · Participants: 24080Old Dominion 401(k) Retirement PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.183667115 · Participants: 1322Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.082312735 · Participants: 147State Utility Contractors, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.077703602 · Participants: 250Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanMckim & Creed, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.071758417 · Participants: 790Mckim & Creed, Inc. Employee Stock Ownership Plan
Ams Retail Solutions Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Ams Retail Solutions Employee Stock Ownership Plan side-by-side with 3 peers →

Ams Retail Solutions Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Aspen Electronics Manufacturing, Inc. Employee Stock Ownership Plan in CO ($5M); by covered participants it is Ground Engineering Consultants, Inc. Employee Stock Ownership Plan in CO (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 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 Ams Retail Solutions Employee Stock Ownership Plan assets move in 2022? ▼
Ams Retail Solutions Employee Stock Ownership Plan declined sharply - down 27.3% during 2022, from $7M to $5M. Reported net income was -$1M.
How have American Merchandising Specialists, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Merchandising Specialists, Inc.'s sponsor-wide assets grew 3.0%, from $9M to $9M.
Which ESOP plans are similar in size to Ams Retail Solutions Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Aspen Electronics Manufacturing, Inc. Employee Stock Ownership Plan in CO ($5M, 25 participants).
Which ESOP plans cover a similar participant headcount to Ams Retail Solutions Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ground Engineering Consultants, Inc. Employee Stock Ownership Plan in CO (158 participants, $7M 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 911951517.

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.