ESOP · DOL Form 5500 · 2023
Fpl Advisory Group Holdings Co. ESOP
Data updated 2026-08-11
- $16M
- Total assets
- 60
- Participants
- 68th
- Percentile by assets
- $260,312
- Avg per participant
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.
- 68th percentile by assets (of 127,072 plans)
- #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.
- $16M
- total plan assets (2023 EOY)
- 60
- covered participants
- 68th
- percentile by assets (of 127,072 plans)
- $260,312
- avg assets per participant
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.
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.
Fpl Advisory Group Holdings Co. across 3 plan years on file
Across the 3 plan years Fpl Advisory Group Holdings Co. has on file (2022-2024), sponsor-wide plan assets have moved from $20M to $10M, a decline of 48.8%, while reported participants moved from 54 to 62 (+14.8%). Peak year by sponsor assets: 2022 ($20M); trough: 2024 ($10M).
Fpl Advisory Group Holdings Co. multi-year asset trail
| 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 EIN | 260749926 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING 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
- Amsted Industries Incorporated Employees' Stock Ownership Plan $4.4B · 4,738
- Kehe Distributors, Inc. Employee Stock Ownership Plan $1.6B · 4,251
- Scot Forge Company Employee Stock Ownership Plan $1.2B · 486
- Bdo USA Employee Stock Ownership Plan $915M · 10,168
- Bdo USA Employee Stock Ownership Plan $915M · 10,168
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Fpl Advisory Group Holdings Co. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Fpl Advisory Group Holdings Co. Employee Stock Ownership Plan's numbers.
- By total assets, Fpl Advisory Group Holdings Co. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Illinois. Compare plans
- Fpl Advisory Group Holdings Co.'s sponsor-wide assets have declined 48.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans