ESOP · DOL Form 5500 · 2022
Amg 2.0 Holdco, Inc. ESOP
Data updated 2026-08-25
- $84M
- Total assets Below avg plan size
- 439
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $191,240
- Avg per participant Above avg balance/head
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.
- #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.
- #18,633
- in Healthcare & Social Assistance (20,060 peers)
- +1.9%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Amg Employee Stock Ownership Plan's outsized position by total assets
Amg Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$83,954,227 Top 8% higher than 92% 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 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 Employee Stock Ownership Plan sits mid-pack in the medium band (439 participants).
DOL schedule card
Filing strip 842872891 · Amg 2.0 Holdco, Inc. PY 2022 · ESOP
Amg Employee Stock Ownership Plan · $84M · 439 · 92nd
- BOY $84M
- SCH 439
- EBSA 92nd
- PART ESOP
- TYPE near Skyline Construction Employee Stock Ownership Plan
- NET ind #18633
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 Louisiana →
Amg Employee Stock Ownership Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Amg 2.0 Holdco, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $115M 37.56901245722863% vs 2022
- 2024 filing year
| 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.
- 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
Amg Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Louisiana, the nearest ESOP by assets is Skyline Construction Employee Stock Ownership Plan in CA ($84M); by covered participants it is Bnbuilders, Inc. Employee Stock Ownership Plan in WA (439 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($84M here).
Similar participant headcount
Nearest other-state filings by covered participants (439 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.