ESOP · DOL Form 5500 · 2023

The Ame Group ESOP

Data updated 2026-08-25

$26M
Total assets Below avg plan size
206
Participants Below avg headcount
77th
Percentile by assets National rank
$128,519
Avg per participant Near avg balance/head
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Official DOL plan name: The Ame Group Employee Stock Ownership Plan · Sponsored by The Ame Group · Indiana · Professional & Technical Services

$26M in assets, 206 participants

The Ame Group's The Ame Group Employee Stock Ownership Plan reported $26M in total assets and 206 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #15,801 in Professional & Technical Services (20,321 peers)

Coverage in Indiana

The Ame Group Employee Stock Ownership Plan covers 206 participants in Indiana, about 38% of the average Indiana filer (state average ~541 per filing). Assets: $26M.

#15,801
in Professional & Technical Services (20,321 peers)
+5.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Ame Group Employee Stock Ownership Plan's outsized position by total assets

The Ame Group Employee Stock Ownership Plan vs every filed plan by assets

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

$26,475,000 Top 23% higher than 77% 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

The Ame Group 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. The Ame Group Employee Stock Ownership Plan sits mid-pack in the medium band (206 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Ame Group Employee Stock Ownership Plan reported net income rose from $569K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Ame Group Employee Stock Ownership Plan end-of-year assets rose from $25M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • The Ame Group Employee Stock Ownership Plan reported participants rose from 200 in the plan year 2022 filing to 206 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 351630314 · The Ame Group PY 2023 · ESOP

The Ame Group Employee Stock Ownership Plan · $26M · 206 · 77th

  • EBSA $26M
  • EBSA 206
  • EBSA 77th
  • EBSA ESOP
  • EBSA near Crafton, Tull & Associates, Inc . Employee Stock Ownership Plan
  • EBSA ind #15801

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 Indiana →

The Ame Group Employee Stock Ownership Plan in the asset neighbourhood

Crafton, Tull & Associates, Inc . Employee Stock Ownership PlanCrafton, Tull & Associates, …$26MReell Precision Manufacturing Corporation Restated Employee Stock Ownership PlanReell Precision Manufacturin…$26MThe Ame Group Employee Stock Ownership PlanThe Ame Group Employee Stock…$26MIsland Kinetics, Inc. Employee Stock Ownership PlanIsland Kinetics, Inc. Employ…$26MForum Architecture & Interior Design, Inc. Employee Stock Ownership PlanForum Architecture & Interio…$26M
End-of-year total assets ($M) among The Ame Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$26M
Net Income$1M
Employer EIN351630314
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Ame Group)

Sponsor-wide plan assets over time

All The Ame Group plans reported in each filing year

Latest sponsor-wide plan assets
$58M 82.94370715291186% vs 2022
2024 filing year
$20M$30M$40M$50M$60M$70M 202220232024 $31.7M $58M ▲ +83.0%
Year Plans Participants Total Assets
2022 2 414 $32M
2023 2 417 $35M
2024 2 353 $58M

Nearby ESOP Plans in Indiana

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

The Ame Group Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. 01000200030004000 -0.500.511.522.5 Total assets ($B) Participants The Ame Group Employee Stock Ownership Plan, Total assets ($B): 0.026475 · Participants: 206The Ame Group Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.921766853 · Participants: 3535Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.36648086 · Participants: 487Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.364505967 · Participants: 1242Nibco Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.138902309 · Participants: 363Superior Industrial Solutions, Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.135390454 · Participants: 558Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan
The Ame Group Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare The Ame Group Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest ESOP by assets is Crafton, Tull & Associates, Inc . Employee Stock Ownership Plan in AR ($26M); by covered participants it is Bankprov Employee Stock Ownership Plan in MA (206 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (206 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 The Ame Group Employee Stock Ownership Plan assets move in 2023? ▼
The Ame Group Employee Stock Ownership Plan grew at a solid clip - up 5.5% during 2023, from $25M to $26M. Reported net income was $1M.
How have The Ame Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Ame Group's sponsor-wide assets grew 82.9%, from $32M to $58M.
Where does The Ame Group Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
The Ame Group Employee Stock Ownership Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to The Ame Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Crafton, Tull & Associates, Inc . Employee Stock Ownership Plan in AR ($26M, 296 participants).
Which ESOP plans cover a similar participant headcount to The Ame Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bankprov Employee Stock Ownership Plan in MA (206 participants, $15M 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 351630314.

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.