ESOP · DOL Form 5500 · 2022
Advisors Management Group, Inc. ESOP
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 22
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $61,946
- Avg per participant Low balance/head
Official DOL plan name: Amg Employee Stock Ownership Plan · Sponsored by Advisors Management Group, Inc. · Wisconsin · Finance & Insurance
$1M in assets, 22 participants
Advisors Management Group, Inc.'s Amg Employee Stock Ownership Plan reported $1M in total assets and 22 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.
- #1,772 in Finance & Insurance (9,261 peers)
Advisors Management Group, Inc. multi-year trail
Advisors Management Group, Inc.'s plans moved +30.6% in assets from 2022 to 2024; this filing shows Amg Employee Stock Ownership Plan at $1M / 22 participants.
- #1,772
- in Finance & Insurance (9,261 peers)
- +13.9%
- assets growth YoY
Amg Employee Stock Ownership Plan among the smaller filed plans by assets
Amg Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,362,815 28th percentile higher than 28% 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
Amg 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. Amg Employee Stock Ownership Plan is a small filing (22 participants) on this national headcount ladder.
DOL schedule card
Filing strip 411619602 · Advisors Management Group, Inc. PY 2022 · ESOP
Amg Employee Stock Ownership Plan · $1M · 22 · 28th
- ASSETS $1M
- ASSETS 22
- ASSETS 28th
- ASSETS ESOP
- ASSETS near Bc Construction Group, Inc. Employee Stock Ownership Plan
- ASSETS ind #1772
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 Wisconsin →
Amg Employee Stock Ownership Plan in the asset neighbourhood
Advisors Management Group, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Advisors Management Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 30.565997585879227% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 22 | $1M |
| 2023 | 1 | 24 | $1M |
| 2024 | 1 | 26 | $2M |
Advisors Management Group, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $167K |
| Employer EIN | 411619602 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Schreiber Foods, Inc. Employee Stock Ownership Plan $2.7B · 5,656
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $640M · 2,608
- Ki Employee Stock Ownership Plan $295M · 1,649
- Wausau Supply Company Employee Stock Ownership Plan $293M · 747
- Trachte Building Systems Employee Stock Ownership Plan $258M · 210
Amg Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Wisconsin, the nearest ESOP by assets is Bc Construction Group, Inc. Employee Stock Ownership Plan in MI ($1M); by covered participants it is Johnson County Bank Employee Stock Ownership Plan in TN (22 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (22 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.