ESOP · DOL Form 5500 · 2022

Amg, Inc. ESOP

Data updated 2026-08-25

$22M
Total assets Small plan by assets
115
Participants Small participant base
79th
Percentile by assets National rank
$193,920
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Amg, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Amg, Inc. · Virginia · Manufacturing

$22M in assets, 115 participants

Amg, Inc.'s Amg, Inc. Employee Stock Ownership Plan and Trust reported $22M in total assets and 115 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #14,463 in Manufacturing (20,602 peers)

Coverage in Virginia

Amg, Inc. Employee Stock Ownership Plan and Trust covers 115 participants in Virginia, about 15% of the average Virginia filer (state average ~782 per filing). Assets: $22M.

#14,463
in Manufacturing (20,602 peers)
+0.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Amg, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Amg, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$22,300,804 Top 21% higher than 79% 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

Amg, Inc. Employee Stock Ownership Plan and Trust 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. Amg, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (115 participants).

Published 5500 schedule card

Filing strip 541044632 · Amg, Inc. PY 2022 · ESOP

Amg, Inc. Employee Stock Ownership Plan and Trust · $22M · 115 · 79th

  • BOOK $22M
  • VS-ST 115
  • BOY 79th
  • SCH ESOP
  • EBSA near Duncan Bolt Employee Stock Ownership Plan
  • PART ind #14463

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 Virginia →

Amg, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Arch Telecom Employee Stock Ownership PlanArch Telecom Employee Stock …$22MDuncan Bolt Employee Stock Ownership PlanDuncan Bolt Employee Stock O…$22MAmg, Inc. Employee Stock Ownership Plan and TrustAmg, Inc. Employee Stock Own…$22MCarolina Products, Inc. Employee Stock Ownership PlanCarolina Products, Inc. Empl…$22MLone Star State Bancshares and Subs Employee Stock Ownership PlanLone Star State Bancshares a…$22M
End-of-year total assets ($M) among Amg, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$22M
Net Income$156K
Employer EIN541044632
Plan Effective Date1988-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Amg, Inc.)

Sponsor-wide plan assets over time

All Amg, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 21.38170573685178% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $34.9M $27.4M ▼ -21.4%
Year Plans Participants Total Assets
2022 2 231 $35M
2023 2 236 $42M
2024 2 234 $27M

Nearby ESOP Plans in Virginia

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

Amg, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Amg, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 22.300804 · Participants: 115Amg, Inc. Employee Stock Ownership Plan and TrustNvr, Inc. Employee Stock Ownership Plan, Total assets ($M): 862.945849 · Participants: 6910Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 301.066368 · Participants: 1695The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($M): 291.782297 · Participants: 1828American Systems Corporation Employee Stock Ownership PlanNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($M): 287.62409 · Participants: 424New River Electrical Corporation Employee Stock Ownership PlanDavis H. Elliot Company, Incorporated Employee Stock Ownership Plan, Total assets ($M): 237.22873 · Participants: 1882Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan
Amg, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Amg, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Amg, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Duncan Bolt Employee Stock Ownership Plan in CA ($22M); by covered participants it is Rose & Kiernan Emp Stock Ownership Pl & Tr in NY (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Amg, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Amg, Inc. Employee Stock Ownership Plan and Trust held essentially flat - up 0.0% during 2022, from $22M to $22M. Reported net income was $156K.
How have Amg, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amg, Inc.'s sponsor-wide assets declined 21.4%, from $35M to $27M.
Where does Amg, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Amg, Inc. Employee Stock Ownership Plan and Trust ranks in the 79th 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 Amg, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Duncan Bolt Employee Stock Ownership Plan in CA ($22M, 60 participants).
Which ESOP plans cover a similar participant headcount to Amg, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Rose & Kiernan Emp Stock Ownership Pl & Tr in NY (115 participants, N/A 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 541044632.

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.