ESOP · DOL Form 5500 · 2023

American Merchandising Specialists, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
151
Participants Small participant base
40th
Percentile by assets National rank
$26,424
Avg per participant Low balance/head
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Official DOL plan name: Ams Retail Solutions Employee Stock Ownership Plan · Sponsored by American Merchandising Specialists, Inc. · North Carolina · Professional & Technical Services

$4M in assets, 151 participants

American Merchandising Specialists, Inc.'s Ams Retail Solutions Employee Stock Ownership Plan reported $4M in total assets and 151 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,633 in Professional & Technical Services (20,321 peers)

Coverage in North Carolina

Ams Retail Solutions Employee Stock Ownership Plan covers 151 participants in North Carolina, about 18% of the average North Carolina filer (state average ~819 per filing). Assets: $4M.

#7,633
in Professional & Technical Services (20,321 peers)
-20.8%
assets change YoY

The plan reported a net loss of $364K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ams Retail Solutions Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Ams Retail Solutions Employee Stock Ownership Plan vs every filed plan by assets

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

$3,990,000 40th percentile higher than 40% 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

Ams Retail Solutions 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. Ams Retail Solutions Employee Stock Ownership Plan sits mid-pack in the medium band (151 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ams Retail Solutions Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2022 filing to -$364K in the plan year 2023 filing.
  • Ams Retail Solutions Employee Stock Ownership Plan end-of-year assets fell from $5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Ams Retail Solutions Employee Stock Ownership Plan reported participants fell from 158 in the plan year 2022 filing to 151 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 911951517 · American Merchandising Specialists, Inc. PY 2023 · ESOP

Ams Retail Solutions Employee Stock Ownership Plan · $4M · 151 · 40th

  • PHOTO $4M
  • PHOTO 151
  • PHOTO 40th
  • PHOTO ESOP
  • PHOTO near Highland Engineering Inc Employee Stock Ownership
  • PHOTO ind #7633

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 North Carolina →

Ams Retail Solutions Employee Stock Ownership Plan in the asset neighbourhood

El Paso Sanitation Systems, Inc. ESOPEl Paso Sanitation Systems, …$4MMadetoorder, Inc. Employee Stock Ownershp PlanMadetoorder, Inc. Employee S…$4MAms Retail Solutions Employee Stock Ownership PlanAms Retail Solutions Employe…$4MHighland Engineering Inc Employee Stock OwnershipHighland Engineering Inc Emp…$4MMagruder Construction Co., Inc. Employee Stock Ownership PlanMagruder Construction Co., I…$4M
End-of-year total assets ($M) among Ams Retail Solutions Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)-$20M
Net Income-$364K
Employer EIN911951517
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Merchandising Specialists, Inc.)

Sponsor-wide plan assets over time

All American Merchandising Specialists, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 2.9709619391719126% vs 2022
2024 filing year
$8.5M$9M$9.5M 202220232024 $9.13M $9.4M ▲ +3.0%
Year Plans Participants Total Assets
2022 2 316 $9M
2023 2 299 $9M
2024 2 298 $9M

Nearby ESOP Plans in North Carolina

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

Ams Retail Solutions Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. 050010001500 -50050100150200 Total assets ($M) Participants Ams Retail Solutions Employee Stock Ownership Plan, Total assets ($M): 3.99 · Participants: 151Ams Retail Solutions Employee Stock Ownership PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 181.705477 · Participants: 1330Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustEcmd, Inc. Employee Stock Ownership Plan, Total assets ($M): 131.739406 · Participants: 922Ecmd, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.490037 · Participants: 1028Precision Walls, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 102.100516 · Participants: 273Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 85.875992 · Participants: 144State Utility Contractors, Inc. Employee Stock Ownership Plan
Ams Retail Solutions Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Ams Retail Solutions Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest ESOP by assets is Highland Engineering Inc Employee Stock Ownership in MI ($4M); by covered participants it is Ata Engineering, Inc. Employee Stock Ownership Plan in CA (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 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 Ams Retail Solutions Employee Stock Ownership Plan assets move in 2023? ▼
Ams Retail Solutions Employee Stock Ownership Plan declined sharply - down 20.8% during 2023, from $5M to $4M. Reported net income was -$364K.
How have American Merchandising Specialists, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Merchandising Specialists, Inc.'s sponsor-wide assets grew 3.0%, from $9M to $9M.
Which ESOP plans are similar in size to Ams Retail Solutions Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Highland Engineering Inc Employee Stock Ownership in MI ($4M, 46 participants).
Which ESOP plans cover a similar participant headcount to Ams Retail Solutions Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ata Engineering, Inc. Employee Stock Ownership Plan in CA (151 participants, $17M 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 911951517.

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.