ESOP · DOL Form 5500 · 2023

Adams, Morgenthaler & Co., Inc. Dba Amc Engineers ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
30
Participants Small participant base
43rd
Percentile by assets National rank
$157,197
Avg per participant Above avg balance/head
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Official DOL plan name: Amc Engineers Employee Stock Ownership Plan · Sponsored by Adams, Morgenthaler & Co., Inc. Dba Amc Engineers · Alaska · Other Services

$5M in assets, 30 participants

Adams, Morgenthaler & Co., Inc. Dba Amc Engineers's Amc Engineers Employee Stock Ownership Plan reported $5M in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #5,116 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Amc Engineers Employee Stock Ownership Plan ranks #5,116 of 7,857 2023 filers by assets (426% of the sector average)-$5M for 30 participants.

#5,116
in Other Services (7,857 peers)
+17.9%
assets growth YoY

Amc Engineers Employee Stock Ownership Plan's mid-pack asset rank among Other Services and all filers

Amc Engineers Employee Stock Ownership Plan vs every filed plan by assets

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

$4,715,897 43rd percentile higher than 43% 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

Amc Engineers 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. Amc Engineers Employee Stock Ownership Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Amc Engineers Employee Stock Ownership Plan reported net income rose from -$367K in the plan year 2022 filing to $717K in the plan year 2023 filing.
  • Amc Engineers Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Amc Engineers Employee Stock Ownership Plan reported participants rose from 28 in the plan year 2022 filing to 30 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 920082386 · Adams, Morgenthaler & Co., Inc. Dba Amc Engineers PY 2023 · ESOP

Amc Engineers Employee Stock Ownership Plan · $5M · 30 · 43rd

  • PCT $5M
  • PCT 30
  • PCT 43rd
  • PCT ESOP
  • PCT near Applied Controls, Inc. Employee Stock Ownership Plan
  • PCT ind #5116

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 Alaska →

Amc Engineers Employee Stock Ownership Plan in the asset neighbourhood

Amc Engineers Employee Stock Ownership PlanAmc Engineers Employee Stock…$5MApplied Controls, Inc. Employee Stock Ownership PlanApplied Controls, Inc. Emplo…$5MLurre Construction, Inc. Employee Stock Ownership Plan and TrustLurre Construction, Inc. Emp…$5MA. Reddix & Associates, Inc. Employee Stock Ownership PlanA. Reddix & Associates, Inc.…$5MUS Default Group, Inc. Employee Stock Ownership PlanUS Default Group, Inc. Emplo…$5M
End-of-year total assets ($M) among Amc Engineers Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$717K
Employer EIN920082386
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Adams, Morgenthaler & Co., Inc. Dba Amc Engineers)

Sponsor-wide plan assets over time

All Adams, Morgenthaler & Co., Inc. Dba Amc Engineers plans reported in each filing year

Latest sponsor-wide plan assets
$6M 43.25330056708317% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $4M $5.73M ▲ +43.3%
Year Plans Participants Total Assets
2022 1 28 $4M
2023 1 30 $5M
2024 1 28 $6M

Nearby ESOP Plans in Alaska

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

Amc Engineers Employee Stock Ownership Plan vs. nearby ESOP plans in Alaska, assets vs. participants Scatter plot of 6 data points. 050100150 01020304050 Total assets ($M) Participants Amc Engineers Employee Stock Ownership Plan, Total assets ($M): 4.715897 · Participants: 30Amc Engineers Employee Stock Ownership PlanAlaska Rubber & Supply, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 41.82456 · Participants: 135Alaska Rubber & Supply, Inc. Employee Stock Ownership Plan and TrustCornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 36.793483 · Participants: 37Cornerstone Holdings, Inc. Employee Stock Ownership Plan and TrustAlaska Garden and Pet Supply, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 30.126746 · Participants: 47Alaska Garden and Pet Supply, Inc. Employee Stock Ownership Plan and TrustSagaya Corporation Employee Stock Ownership Plan, Total assets ($M): 21.99761 · Participants: 105Sagaya Corporation Employee Stock Ownership PlanAlaska Rent-a-Car, Inc. Employee Stock Ownership Plan, Total assets ($M): 15.483711 · Participants: 137Alaska Rent-a-Car, Inc. Employee Stock Ownership Plan
Amc Engineers Employee Stock Ownership Plan vs. nearby ESOP plans in Alaska, assets vs. participants
Compare Amc Engineers Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Alaska, the nearest ESOP by assets is Applied Controls, Inc. Employee Stock Ownership Plan in PA ($5M); by covered participants it is Blue Ridge Aquaculture, Inc. Employee Stock Ownership Plan in VA (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 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 did Amc Engineers Employee Stock Ownership Plan assets move in 2023? ▼
Amc Engineers Employee Stock Ownership Plan grew sharply - up 17.9% during 2023, from $4M to $5M. Reported net income was $717K.
How have Adams, Morgenthaler & Co., Inc. Dba Amc Engineers plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Adams, Morgenthaler & Co., Inc. Dba Amc Engineers's sponsor-wide assets grew 43.3%, from $4M to $6M.
Which ESOP plans are similar in size to Amc Engineers Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Applied Controls, Inc. Employee Stock Ownership Plan in PA ($5M, 35 participants).
Which ESOP plans cover a similar participant headcount to Amc Engineers Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Blue Ridge Aquaculture, Inc. Employee Stock Ownership Plan in VA (30 participants, N/A 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 920082386.

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.