ESOP · DOL Form 5500 · 2022

Fleetwood Group, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
106
Participants Small participant base
68th
Percentile by assets National rank
$109,864
Avg per participant Below avg balance/head
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Official DOL plan name: Fleetwood Group, Inc. Employee Stock Ownership Plan · Sponsored by Fleetwood Group, Inc. · Michigan · Manufacturing

$12M in assets, 106 participants

Fleetwood Group, Inc.'s Fleetwood Group, Inc. Employee Stock Ownership Plan reported $12M in total assets and 106 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #11,542 in Manufacturing (20,602 peers)

Coverage in Michigan

Fleetwood Group, Inc. Employee Stock Ownership Plan covers 106 participants in Michigan, about 17% of the average Michigan filer (state average ~638 per filing). Assets: $12M.

#11,542
in Manufacturing (20,602 peers)
-37.8%
assets change YoY

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fleetwood Group, Inc. Employee Stock Ownership Plan's outsized position by total assets

Fleetwood Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$11,645,595 Top 32% higher than 68% 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

Fleetwood Group, Inc. 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. Fleetwood Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (106 participants).

EBSA filing schedule strip

Filing strip 381880634 · Fleetwood Group, Inc. PY 2022 · ESOP

Fleetwood Group, Inc. Employee Stock Ownership Plan · $12M · 106 · 68th

  • EOY $12M
  • EOY 106
  • EOY 68th
  • EOY ESOP
  • EOY near Spuncast, Inc. Employee Stock Ownership Plan
  • EOY ind #11542

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 Michigan →

Fleetwood Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Country Maid Employee Stock Ownership PlanCountry Maid Employee Stock …$12MFleetwood Group, Inc. Employee Stock Ownership PlanFleetwood Group, Inc. Employ…$12MSpuncast, Inc. Employee Stock Ownership PlanSpuncast, Inc. Employee Stoc…$12MTates Rents, Inc. Employee Stock Ownership Plan and TrustTates Rents, Inc. Employee S…$12MWilliams Tank Lines Employee Stock Ownership PlanWilliams Tank Lines Employee…$12M
End-of-year total assets ($M) among Fleetwood Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$12M
Net Income-$7M
Employer EIN381880634
Plan Effective Date1975-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fleetwood Group, Inc.)

Sponsor-wide plan assets over time

All Fleetwood Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 15.051301099476955% vs 2022
2024 filing year
$18M$19M$20M$21M$22M 202220232024 $18.5M $21.3M ▲ +15.0%
Year Plans Participants Total Assets
2022 2 225 $18M
2023 2 246 $19M
2024 2 213 $21M

Nearby ESOP Plans in Michigan

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

Fleetwood Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -0.500.511.5 Total assets ($B) Participants Fleetwood Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.011645595 · Participants: 106Fleetwood Group, Inc. Employee Stock Ownership PlanMcnaughton-Mckay Electric Company Employee Stock Ownership Plan, Total assets ($B): 1.052163391 · Participants: 1155Mcnaughton-Mckay Electric Company Employee Stock Ownership PlanThe Kendall Group Employee Stock Ownership Plan, Total assets ($B): 0.725583306 · Participants: 1817The Kendall Group Employee Stock Ownership PlanProject Worldwide, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.394784403 · Participants: 977Project Worldwide, Inc. Employee Stock Ownership PlanMotor City Electric Co. Employee Stock Ownership Plan, Total assets ($B): 0.191093331 · Participants: 209Motor City Electric Co. Employee Stock Ownership PlanBandit Holding Company, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.181896 · Participants: 591Bandit Holding Company, Inc. Employee Stock Ownership Plan
Fleetwood Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants
Compare Fleetwood Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Michigan, the nearest ESOP by assets is Spuncast, Inc. Employee Stock Ownership Plan in WI ($12M); by covered participants it is Clickstop, Inc. Employee Stock Ownership Plan in IA (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Fleetwood Group, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Fleetwood Group, Inc. Employee Stock Ownership Plan contracted severely - down 37.8% during 2022, from $19M to $12M. Reported net income was -$7M.
How have Fleetwood Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fleetwood Group, Inc.'s sponsor-wide assets grew 15.1%, from $18M to $21M.
Which ESOP plans are similar in size to Fleetwood Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Spuncast, Inc. Employee Stock Ownership Plan in WI ($12M, 89 participants).
Which ESOP plans cover a similar participant headcount to Fleetwood Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Clickstop, Inc. Employee Stock Ownership Plan in IA (106 participants, $449K 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 381880634.

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.