ESOP · DOL Form 5500 · 2022
Amg 2.0 Holdco, Inc. ESOP
Data updated 2026-08-11
- $84M
- Total assets
- 439
- Participants
- 92nd
- Percentile by assets
- $191,240
- Avg per participant
Official DOL plan name: Amg Employee Stock Ownership Plan · Sponsored by Amg 2.0 Holdco, Inc. · Louisiana · Healthcare & Social Assistance
$84M in assets, 439 participants
Amg 2.0 Holdco, Inc.'s Amg Employee Stock Ownership Plan reported $84M in total assets and 439 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 139,126 plans)
- #18,633 in Healthcare & Social Assistance (20,060 peers)
Where Amg Employee Stock Ownership Plan sits by assets
Amg Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $84M for 439 participants (~$191,240/participant), up 1.9% in 2022.
- $84M
- total plan assets (2022 EOY)
- 439
- covered participants
- 92nd
- percentile by assets (of 139,126 plans)
- $191,240
- avg assets per participant
Amg Employee Stock Ownership Plan vs the 2022 asset distribution
By assets, Amg Employee Stock Ownership Plan outranks 92% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $82M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | $3M |
| Employer EIN | 842872891 |
| Plan Effective Date | 2019-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Amg 2.0 Holdco, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 439 | $84M |
| 2023 | 1 | 487 | $94M |
| 2024 | 1 | 502 | $115M |
Nearby ESOP Plans in Louisiana
Peer ESOP plans, same state, same plan type, ranked by total assets.
Amg Employee Stock Ownership Plan vs. nearby ESOP plans in Louisiana, assets vs. participants
- Magnolia Employee Stock Ownership Plan $499M · 561
- Acadian Ambulance Service, Inc. Employee Stock Ownership Plan $398M · 3,581
- Mcelroy Metal Mill, Inc. Employee Stock Ownership Plan $179M · 566
- Gulf Coast Bank & Trust Company Employee Stock Ownership Plan $111M · 779
- Rogers Manufacturing Corporation Employee Stock Ownership Plan $64M · 175
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Amg Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Amg Employee Stock Ownership Plan assets move in 2022? ▼
How have Amg 2.0 Holdco, Inc. plan assets changed over time? ▼
Where does Amg Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Amg Employee Stock Ownership Plan? ▼
Next read for Amg Employee Stock Ownership Plan
Scale reading
Ways to act on Amg Employee Stock Ownership Plan's numbers.
- By total assets, Amg Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Louisiana. Compare plans
- Amg 2.0 Holdco, Inc.'s sponsor-wide assets have grown 37.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans