ESOP · DOL Form 5500 · 2023

The Asu Group ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
29
Participants Small participant base
34th
Percentile by assets National rank
$94,904
Avg per participant Below avg balance/head
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Official DOL plan name: Asu Group Employee Stock Ownership Plan · Sponsored by The Asu Group · Michigan · Finance & Insurance

$3M in assets, 29 participants

The Asu Group's Asu Group Employee Stock Ownership Plan reported $3M in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,124 in Finance & Insurance (8,869 peers)

The Asu Group multi-year trail

The Asu Group's plans moved +39.9% in assets from 2022 to 2024; this filing shows Asu Group Employee Stock Ownership Plan at $3M / 29 participants.

#2,124
in Finance & Insurance (8,869 peers)
+21.5%
assets growth YoY

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

Asu Group Employee Stock Ownership Plan vs every filed plan by assets

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

$2,752,223 34th percentile higher than 34% 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

Asu Group 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. Asu Group Employee Stock Ownership Plan is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Asu Group Employee Stock Ownership Plan reported net income rose from $107K in the plan year 2022 filing to $487K in the plan year 2023 filing.
  • Asu Group Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Asu Group Employee Stock Ownership Plan reported participants fell from 31 in the plan year 2022 filing to 29 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 381400206 · The Asu Group PY 2023 · ESOP

Asu Group Employee Stock Ownership Plan · $3M · 29 · 34th

  • EIN $3M
  • RANK 29
  • PHOTO 34th
  • IND ESOP
  • EOY near Exact Scientific Services, Inc. Employee Stock Ownership Plan
  • 5500 ind #2124

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 →

Asu Group Employee Stock Ownership Plan in the asset neighbourhood

Exact Scientific Services, Inc. Employee Stock Ownership PlanExact Scientific Services, I…$3MAsu Group Employee Stock Ownership PlanAsu Group Employee Stock Own…$3MLithographix, Inc. Employee Stock Ownership PlanLithographix, Inc. Employee …$3MSun Precast Company, Inc. Employee Stock Ownership PlanSun Precast Company, Inc. Em…$3MImagine Early Learning Centers Employee Stock Ownership PlanImagine Early Learning Cente…$3M
End-of-year total assets ($M) among Asu Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

The Asu Group multi-year asset trail

Sponsor-wide plan assets over time

All The Asu Group plans reported in each filing year

Latest sponsor-wide plan assets
$12M 39.858630307102665% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $8.23M $11.5M ▲ +39.9%
Year Plans Participants Total Assets
2022 2 65 $8M
2023 2 60 $9M
2024 2 57 $12M

The Asu Group filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$487K
Employer EIN381400206
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Michigan

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

Asu Group Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -0.500.511.5 Total assets ($B) Participants Asu Group Employee Stock Ownership Plan, Total assets ($B): 0.002752223 · Participants: 29Asu Group Employee Stock Ownership PlanMcnaughton-Mckay Electric Company Employee Stock Ownership Plan, Total assets ($B): 1.30777109 · Participants: 1635Mcnaughton-Mckay Electric Company Employee Stock Ownership PlanThe Kendall Group Employee Stock Ownership Plan, Total assets ($B): 0.808091077 · Participants: 1907The Kendall Group Employee Stock Ownership PlanProject Worldwide, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.436210284 · Participants: 1173Project Worldwide, Inc. Employee Stock Ownership PlanMotor City Electric Co. Employee Stock Ownership Plan, Total assets ($B): 0.258079249 · Participants: 207Motor City Electric Co. Employee Stock Ownership PlanLee Contracting, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.237688318 · Participants: 500Lee Contracting, Inc. Employee Stock Ownership Plan
Asu Group Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants
Compare Asu Group Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Michigan, the nearest ESOP by assets is Exact Scientific Services, Inc. Employee Stock Ownership Plan in WA ($3M); by covered participants it is Rsr Partners Inc ESOP in CT (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Asu Group Employee Stock Ownership Plan assets move in 2023? ▼
Asu Group Employee Stock Ownership Plan grew sharply - up 21.5% during 2023, from $2M to $3M. Reported net income was $487K.
How have The Asu Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Asu Group's sponsor-wide assets grew 39.9%, from $8M to $12M.
Which ESOP plans are similar in size to Asu Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Exact Scientific Services, Inc. Employee Stock Ownership Plan in WA ($3M, 35 participants).
Which ESOP plans cover a similar participant headcount to Asu Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Rsr Partners Inc ESOP in CT (29 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 381400206.

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.