ESOP · DOL Form 5500 · 2023

Advisors Management Group, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
24
Participants Small participant base
27th
Percentile by assets National rank
$62,446
Avg per participant Low balance/head
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Official DOL plan name: Amg Employee Stock Ownership Plan · Sponsored by Advisors Management Group, Inc. · Wisconsin · Finance & Insurance

$1M in assets, 24 participants

Advisors Management Group, Inc.'s Amg Employee Stock Ownership Plan reported $1M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #1,625 in Finance & Insurance (8,869 peers)

Advisors Management Group, Inc. multi-year trail

Advisors Management Group, Inc.'s plans moved +30.6% in assets from 2022 to 2024; this filing shows Amg Employee Stock Ownership Plan at $1M / 24 participants.

#1,625
in Finance & Insurance (8,869 peers)
+10.0%
assets growth YoY

Amg Employee Stock Ownership Plan among the smaller filed plans by assets

Amg Employee Stock Ownership Plan vs every filed plan by assets

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

$1,498,709 27th percentile higher than 27% 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

Amg 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. Amg Employee Stock Ownership Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Amg Employee Stock Ownership Plan reported net income fell from $167K in the plan year 2022 filing to $136K in the plan year 2023 filing.
  • Amg Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Amg Employee Stock Ownership Plan reported participants rose from 22 in the plan year 2022 filing to 24 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 411619602 · Advisors Management Group, Inc. PY 2023 · ESOP

Amg Employee Stock Ownership Plan · $1M · 24 · 27th

  • PART $1M
  • TYPE 24
  • NET 27th
  • BOOK ESOP
  • VS-ST near Prr, Inc. Employee Stock Ownership Plan
  • BOY ind #1625

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 Wisconsin →

Amg Employee Stock Ownership Plan in the asset neighbourhood

Amg Employee Stock Ownership PlanAmg Employee Stock Ownership…$1MPrr, Inc. Employee Stock Ownership PlanPrr, Inc. Employee Stock Own…$2MJs Technologies, Inc. Employee Stock Ownership PlanJs Technologies, Inc. Employ…$1MF & S Mechanical and Plumbing Services, Inc. Employee Stock Ownership PlanF & S Mechanical and Plumbin…$2MN/S Corporation Employee Stock Ownership PlanN/S Corporation Employee Sto…$1M
End-of-year total assets ($M) among Amg Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Advisors Management Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Advisors Management Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 30.565997585879227% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.36M $1.78M ▲ +30.9%
Year Plans Participants Total Assets
2022 1 22 $1M
2023 1 24 $1M
2024 1 26 $2M

Advisors Management Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$136K
Employer EIN411619602
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

Amg Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Amg Employee Stock Ownership Plan, Total assets ($B): 0.001498709 · Participants: 24Amg Employee Stock Ownership PlanSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.551413763 · Participants: 6108Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.700244908 · Participants: 2837Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.511365241 · Participants: 1624Ki Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.331023295 · Participants: 228Trachte Building Systems Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.31506565 · Participants: 808Wausau Supply Company Employee Stock Ownership Plan
Amg Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Amg Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is Prr, Inc. Employee Stock Ownership Plan in WA ($2M); by covered participants it is Valador, Inc. Employee Stock Bonus Plan in WV (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Amg Employee Stock Ownership Plan assets move in 2023? ▼
Amg Employee Stock Ownership Plan grew at a solid clip - up 10.0% during 2023, from $1M to $1M. Reported net income was $136K.
How have Advisors Management Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advisors Management Group, Inc.'s sponsor-wide assets grew 30.6%, from $1M to $2M.
Which ESOP plans are similar in size to Amg Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Prr, Inc. Employee Stock Ownership Plan in WA ($2M, 97 participants).
Which ESOP plans cover a similar participant headcount to Amg Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Valador, Inc. Employee Stock Bonus Plan in WV (24 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 411619602.

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.