ESOP · DOL Form 5500 · 2022

Advanced Management Solutions, Inc. ESOP

Data updated 2026-08-25

$20K
Total assets Small plan by assets
11
Participants Small participant base
2nd
Percentile by assets National rank
$1,818
Avg per participant Low balance/head
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Official DOL plan name: Ams Employee Stock Ownership Plan · Sponsored by Advanced Management Solutions, Inc. · Hawaii · Administrative & Support Services

$20K in assets, 11 participants

Advanced Management Solutions, Inc.'s Ams Employee Stock Ownership Plan reported $20K in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 2nd 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.

  • #209 in Administrative & Support Services (4,927 peers)

Advanced Management Solutions, Inc. multi-year trail

Advanced Management Solutions, Inc.'s plans moved +671.3% in assets from 2022 to 2024; this filing shows Ams Employee Stock Ownership Plan at $20K / 11 participants.

#209
in Administrative & Support Services (4,927 peers)
+0.0%
assets growth YoY

Ams Employee Stock Ownership Plan among the smaller filed plans by assets

Ams Employee Stock Ownership Plan vs every filed plan by assets

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

$20,000 2nd percentile higher than 2% 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 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. Ams Employee Stock Ownership Plan is a small filing (11 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 884072706 · Advanced Management Solutions, Inc. PY 2022 · ESOP

Ams Employee Stock Ownership Plan · $20K · 11 · 2nd

  • PART $20K
  • PART 11
  • PART 2nd
  • PART ESOP
  • PART near Advanced Equity Management, Inc. Employee Stock Ownership Plan
  • PART ind #209

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 Hawaii →

Ams Employee Stock Ownership Plan in the asset neighbourhood

Ams Employee Stock Ownership PlanAms Employee Stock Ownership…$20KAdvanced Equity Management, Inc. Employee Stock Ownership PlanAdvanced Equity Management, …$20KPillow Perfect, Inc. ESOP$20KSecure Investing Partners LLC ESOP PlanSecure Investing Partners LL…$20KInternational Holding Partners, Inc. Employee Stock Ownership PlanInternational Holding Partne…$20K
End-of-year total assets ($M) among Ams Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Advanced Management Solutions, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Advanced Management Solutions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$154K 671.3% vs 2022
2024 filing year
$0M$0.05M$0.1M$0.15M$0.2M 202220232024 $0.02M $0.15M ▲ +650.0%
Year Plans Participants Total Assets
2022 1 11 $20K
2023 1 9 $16K
2024 1 8 $154K

Advanced Management Solutions, Inc. filing trail (2022)

Total Assets (Beginning of Year)$20K
Net Assets (End of Year)$20K
Employer EIN884072706
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Hawaii

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

Ams Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -50050100150 Total assets ($M) Participants Ams Employee Stock Ownership Plan, Total assets ($M): 0.02 · Participants: 11Ams Employee Stock Ownership PlanBowers & Kubota Consulting, Inc. ESOP, Total assets ($M): 110.308171 · Participants: 260Bowers & Kubota Consulting, Inc. ESOPRoberts Hawaii, Inc. Employee Stock Ownership Plan, Total assets ($M): 109.053855 · Participants: 1734Roberts Hawaii, Inc. Employee Stock Ownership PlanR. M. Towill Corporation Employee Stock Ownership Plan, Total assets ($M): 102.847955 · Participants: 99R. M. Towill Corporation Employee Stock Ownership PlanGpf Life and Health Benefits Co. Employee Stock Ownership Plan, Total assets ($M): 93.422329 · Participants: 109Gpf Life and Health Benefits Co. Employee Stock Ownership PlanHpm Building Supply Employee Stock Ownership Plan, Total assets ($M): 83.237111 · Participants: 338Hpm Building Supply Employee Stock Ownership Plan
Ams Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants
Compare Ams Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Hawaii, the nearest ESOP by assets is Advanced Equity Management, Inc. Employee Stock Ownership Plan in TX ($20K); by covered participants it is Alaska Litho, Inc Employee Stock Ownership Plan in AK (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Employee Stock Ownership Plan assets move in 2022? ▼
Ams Employee Stock Ownership Plan held essentially flat - up 0.0% during 2022, from $20K to $20K.
How have Advanced Management Solutions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advanced Management Solutions, Inc.'s sponsor-wide assets grew 671.3%, from $20K to $154K.
Where does Ams Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ams Employee Stock Ownership Plan ranks in the 2nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Ams Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Advanced Equity Management, Inc. Employee Stock Ownership Plan in TX ($20K, 21 participants).
Which ESOP plans cover a similar participant headcount to Ams Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Alaska Litho, Inc Employee Stock Ownership Plan in AK (11 participants, $171K 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 884072706.

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.