ESOP · DOL Form 5500 · 2023

Fpl Advisory Group Holdings Co. ESOP

Data updated 2026-08-25

$16M
Total assets Small plan by assets
60
Participants Small participant base
68th
Percentile by assets National rank
$260,312
Avg per participant Above avg balance/head
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Official DOL plan name: Fpl Advisory Group Holdings Co. Employee Stock Ownership Plan · Sponsored by Fpl Advisory Group Holdings Co. · Illinois · Professional & Technical Services

$16M in assets, 60 participants

Fpl Advisory Group Holdings Co.'s Fpl Advisory Group Holdings Co. Employee Stock Ownership Plan reported $16M in total assets and 60 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #13,681 in Professional & Technical Services (20,321 peers)

Fpl Advisory Group Holdings Co. multi-year trail

Fpl Advisory Group Holdings Co.'s plans moved -48.8% in assets from 2022 to 2024; this filing shows Fpl Advisory Group Holdings Co. Employee Stock Ownership Plan at $16M / 60 participants.

#13,681
in Professional & Technical Services (20,321 peers)
-22.9%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fpl Advisory Group Holdings Co. Employee Stock Ownership Plan's outsized position by total assets

Fpl Advisory Group Holdings Co. Employee Stock Ownership Plan vs every filed plan by assets

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

$15,618,705 Top 32% higher than 68% 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

Fpl Advisory Group Holdings Co. 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. Fpl Advisory Group Holdings Co. Employee Stock Ownership Plan is a small filing (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fpl Advisory Group Holdings Co. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2022 filing to -$4M in the plan year 2023 filing.
  • Fpl Advisory Group Holdings Co. Employee Stock Ownership Plan end-of-year assets fell from $20M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Fpl Advisory Group Holdings Co. Employee Stock Ownership Plan reported participants rose from 54 in the plan year 2022 filing to 60 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 260749926 · Fpl Advisory Group Holdings Co. PY 2023 · ESOP

Fpl Advisory Group Holdings Co. Employee Stock Ownership Plan · $16M · 60 · 68th

  • EOY $16M
  • EOY 60
  • EOY 68th
  • EOY ESOP
  • EOY near Nd Energy Services Management, Inc. Employee Stock Ownership Plan
  • EOY ind #13681

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 Illinois →

Fpl Advisory Group Holdings Co. Employee Stock Ownership Plan in the asset neighbourhood

Quad/Graphics ESOP$16MLemberg Electric Company, Inc. Employee Stock Ownership PlanLemberg Electric Company, In…$16MFpl Advisory Group Holdings Co. Employee Stock Ownership PlanFpl Advisory Group Holdings …$16MNd Energy Services Management, Inc. Employee Stock Ownership PlanNd Energy Services Managemen…$16MCourtsmart Digital Systems Employee Stock Ownership PlanCourtsmart Digital Systems E…$16M
End-of-year total assets ($M) among Fpl Advisory Group Holdings Co. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Fpl Advisory Group Holdings Co. multi-year asset trail

Sponsor-wide plan assets over time

All Fpl Advisory Group Holdings Co. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 48.817896979917705% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $20.3M $10.4M ▼ -48.8%
Year Plans Participants Total Assets
2022 1 54 $20M
2023 1 60 $16M
2024 1 62 $10M

Fpl Advisory Group Holdings Co. filing trail (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$2M
Net Income-$4M
Employer EIN260749926
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Illinois

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

Fpl Advisory Group Holdings Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Fpl Advisory Group Holdings Co. Employee Stock Ownership Plan, Total assets ($B): 0.015618705 · Participants: 60Fpl Advisory Group Holdings Co. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 4.440263476 · Participants: 4738Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.616096816 · Participants: 4251Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.195072662 · Participants: 486Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership Plan
Fpl Advisory Group Holdings Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Fpl Advisory Group Holdings Co. Employee Stock Ownership Plan side-by-side with 3 peers →

Fpl Advisory Group Holdings Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Nd Energy Services Management, Inc. Employee Stock Ownership Plan in ND ($16M); by covered participants it is Wheeler Services, Inc. Employee Stock Ownership Plan in GA (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 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 Fpl Advisory Group Holdings Co. Employee Stock Ownership Plan assets move in 2023? ▼
Fpl Advisory Group Holdings Co. Employee Stock Ownership Plan declined sharply - down 22.9% during 2023, from $20M to $16M. Reported net income was -$4M.
How have Fpl Advisory Group Holdings Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fpl Advisory Group Holdings Co.'s sponsor-wide assets declined 48.8%, from $20M to $10M.
Which ESOP plans are similar in size to Fpl Advisory Group Holdings Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Nd Energy Services Management, Inc. Employee Stock Ownership Plan in ND ($16M, 261 participants).
Which ESOP plans cover a similar participant headcount to Fpl Advisory Group Holdings Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wheeler Services, Inc. Employee Stock Ownership Plan in GA (60 participants, $5M 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 260749926.

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.