ESOP · DOL Form 5500 · 2023

Asg Holdings, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
74
Participants Small participant base
53rd
Percentile by assets National rank
$105,125
Avg per participant Below avg balance/head
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Official DOL plan name: Asg Holdings Employee Stock Ownership Plan · Sponsored by Asg Holdings, Inc. · Ohio · Finance & Insurance

$8M in assets, 74 participants

Asg Holdings, Inc.'s Asg Holdings Employee Stock Ownership Plan reported $8M in total assets and 74 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,391 in Finance & Insurance (8,869 peers)

Asg Holdings, Inc. multi-year trail

Asg Holdings, Inc.'s plans moved +49.2% in assets from 2022 to 2024; this filing shows Asg Holdings Employee Stock Ownership Plan at $8M / 74 participants.

#3,391
in Finance & Insurance (8,869 peers)
+25.3%
assets growth YoY

Asg Holdings Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Asg Holdings Employee Stock Ownership Plan vs every filed plan by assets

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

$7,779,240 Top 47% higher than 53% 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

Asg Holdings Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Asg Holdings Employee Stock Ownership Plan is a small filing (74 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Asg Holdings Employee Stock Ownership Plan reported net income rose from $332K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Asg Holdings Employee Stock Ownership Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Asg Holdings Employee Stock Ownership Plan reported participants rose from 68 in the plan year 2022 filing to 74 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 842031552 · Asg Holdings, Inc. PY 2023 · ESOP

Asg Holdings Employee Stock Ownership Plan · $8M · 74 · 53rd

  • 5500 $8M
  • 5500 74
  • 5500 53rd
  • 5500 ESOP
  • 5500 near Woodruff Construction Employee Stock Ownership Plan
  • 5500 ind #3391

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 →

Asg Holdings Employee Stock Ownership Plan in the asset neighbourhood

Maxima Products Employee Stock Ownership PlanMaxima Products Employee Sto…$8MPandorf Land & Cattle, Inc. Employee Stock Ownership PlanPandorf Land & Cattle, Inc. …$8MAsg Holdings Employee Stock Ownership PlanAsg Holdings Employee Stock …$8MWoodruff Construction Employee Stock Ownership PlanWoodruff Construction Employ…$8MZurex Corporation Employee Stock Ownership PlanZurex Corporation Employee S…$8M
End-of-year total assets ($M) among Asg Holdings Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Asg Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Asg Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 49.19654961042559% vs 2022
2024 filing year
$5M$6M$7M$8M$9M$10M 202220232024 $6.21M $9.26M ▲ +49.1%
Year Plans Participants Total Assets
2022 1 68 $6M
2023 1 74 $8M
2024 1 82 $9M

Asg Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$4M
Net Income$2M
Employer EIN842031552
Plan Effective Date2019-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Asg Holdings Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Asg Holdings Employee Stock Ownership Plan, Total assets ($B): 0.00777924 · Participants: 74Asg Holdings 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
Asg Holdings Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants

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

Outside Ohio, the nearest ESOP by assets is Woodruff Construction Employee Stock Ownership Plan in IA ($8M); by covered participants it is King Van & Storage, Inc. Employee Stock Ownership Plan in CA (74 participants). Same-state nearby plans are listed separately above.

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 did Asg Holdings Employee Stock Ownership Plan assets move in 2023?
Asg Holdings Employee Stock Ownership Plan grew sharply - up 25.3% during 2023, from $6M to $8M. Reported net income was $2M.
How have Asg Holdings, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Asg Holdings, Inc.'s sponsor-wide assets grew 49.2%, from $6M to $9M.
Which ESOP plans are similar in size to Asg Holdings Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Woodruff Construction Employee Stock Ownership Plan in IA ($8M, 112 participants).
Which ESOP plans cover a similar participant headcount to Asg Holdings Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is King Van & Storage, Inc. Employee Stock Ownership Plan in CA (74 participants, $3M in assets).