ESOP · DOL Form 5500 · 2023

Advanced Manufacturing Group, Inc. ESOP

Data updated 2026-08-25

$85K
Total assets Small plan by assets
121
Participants Small participant base
6th
Percentile by assets National rank
$702
Avg per participant Low balance/head
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Official DOL plan name: Advanced Manufacturing Group, Inc. Employee Stock Ownership Plan · Sponsored by Advanced Manufacturing Group, Inc. · Ohio · Manufacturing

$85K in assets, 121 participants

Advanced Manufacturing Group, Inc.'s Advanced Manufacturing Group, Inc. Employee Stock Ownership Plan reported $85K in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 6th 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.

  • #428 in Manufacturing (18,722 peers)

Coverage in Ohio

Advanced Manufacturing Group, Inc. Employee Stock Ownership Plan covers 121 participants in Ohio, about 16% of the average Ohio filer (state average ~765 per filing). Assets: $85K.

#428
in Manufacturing (18,722 peers)
-$18M
reported net income

The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Advanced Manufacturing Group, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$85,000 6th percentile higher than 6% of 127,068 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 2023

Advanced Manufacturing Group, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Advanced Manufacturing Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (121 participants).

Form 5500 schedule snapshot

Filing strip 922492766 · Advanced Manufacturing Group, Inc. PY 2023 · ESOP

Advanced Manufacturing Group, Inc. Employee Stock Ownership Plan · $85K · 121 · 6th

  • PCT $85K
  • EIN 121
  • RANK 6th
  • PHOTO ESOP
  • IND near Communications Systems, Inc. Employee Stock Ownership Plan and Trust
  • EOY ind #428

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 Ohio →

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

Advanced Manufacturing Group, Inc. Employee Stock Ownership PlanAdvanced Manufacturing Group…$85KCommunications Systems, Inc. Employee Stock Ownership Plan and TrustCommunications Systems, Inc.…$86KPostec, Inc. Employee Stock Ownership PlanPostec, Inc. Employee Stock …$87KAutomatic Handling International Employee Stock Ownership PlanAutomatic Handling Internati…$88KBland Solar & Air ESOP$83K
End-of-year total assets ($M) among Advanced Manufacturing Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$18M
Net Income-$18M
Employer EIN922492766
Plan Effective Date2023-02-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Advanced Manufacturing Group, Inc.)

Sponsor-wide plan assets over time

All Advanced Manufacturing Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$234K 175.17882352941177% vs 2023
2024 filing year
$0.05M$0.1M$0.15M$0.2M$0.25M 20232024 $0.09M $0.23M ▲ +155.6%
Year Plans Participants Total Assets
2023 1 121 $85K
2024 1 125 $234K

Nearby ESOP Plans in Ohio

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

Advanced Manufacturing Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Advanced Manufacturing Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000085 · Participants: 121Advanced Manufacturing Group, Inc. Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
Advanced Manufacturing Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Advanced Manufacturing Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest ESOP by assets is Communications Systems, Inc. Employee Stock Ownership Plan and Trust in MN ($86K); by covered participants it is Window Technology, Inc. Employee Stock Ownership Plan in MO (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Advanced Manufacturing Group, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Advanced Manufacturing Group, Inc.'s sponsor-wide assets grew 175.2%, from $85K to $234K.
Where does Advanced Manufacturing Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Advanced Manufacturing Group, Inc. Employee Stock Ownership Plan ranks in the 6th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Advanced Manufacturing Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Communications Systems, Inc. Employee Stock Ownership Plan and Trust in MN ($86K, 61 participants).
Which ESOP plans cover a similar participant headcount to Advanced Manufacturing Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Window Technology, Inc. Employee Stock Ownership Plan in MO (121 participants, $27M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 922492766.

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.