ESOP · DOL Form 5500 · 2023

Peter Basso Associates, Inc ESOP

Data updated 2026-08-25

$16M
Total assets Small plan by assets
100
Participants Small participant base
68th
Percentile by assets National rank
$157,783
Avg per participant Above avg balance/head
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Official DOL plan name: Peter Basso Associates, Inc Employee Stock Ownership Plan · Sponsored by Peter Basso Associates, Inc · Michigan · Professional & Technical Services

$16M in assets, 100 participants

Peter Basso Associates, Inc's Peter Basso Associates, Inc Employee Stock Ownership Plan reported $16M in total assets and 100 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.

  • #13,731 in Professional & Technical Services (20,321 peers)

Coverage in Michigan

Peter Basso Associates, Inc Employee Stock Ownership Plan covers 100 participants in Michigan, about 16% of the average Michigan filer (state average ~638 per filing). Assets: $16M.

#13,731
in Professional & Technical Services (20,321 peers)
+22.0%
assets growth YoY

Peter Basso Associates, Inc Employee Stock Ownership Plan's outsized position by total assets

Peter Basso Associates, Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$15,778,298 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

Peter Basso Associates, Inc 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. Peter Basso Associates, Inc Employee Stock Ownership Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Peter Basso Associates, Inc Employee Stock Ownership Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Peter Basso Associates, Inc Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 382924399 · Peter Basso Associates, Inc PY 2023 · ESOP

Peter Basso Associates, Inc Employee Stock Ownership Plan · $16M · 100 · 68th

  • ASSETS $16M
  • PCT 100
  • EIN 68th
  • RANK ESOP
  • PHOTO near Swanson & Youngdale Employee Stock Ownership Plan
  • IND ind #13731

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 Michigan →

Peter Basso Associates, Inc Employee Stock Ownership Plan in the asset neighbourhood

Diversified Lighting Associates, Inc. Employee Stock Ownership PlanDiversified Lighting Associa…$16MPeter Basso Associates, Inc Employee Stock Ownership PlanPeter Basso Associates, Inc …$16MSwanson & Youngdale Employee Stock Ownership PlanSwanson & Youngdale Employee…$16MTactical Engineering & Analysis, Inc. Employee Stock Ownership PlanTactical Engineering & Analy…$16MMaterial Motion, Inc. Employee Stock Ownership PlanMaterial Motion, Inc. Employ…$16M
End-of-year total assets ($M) among Peter Basso Associates, Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN382924399
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Peter Basso Associates, Inc)

Sponsor-wide plan assets over time

All Peter Basso Associates, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$54M 44.301843467590324% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $37.7M $54.4M ▲ +44.3%
Year Plans Participants Total Assets
2022 2 203 $38M
2023 2 204 $46M
2024 2 226 $54M

Nearby ESOP Plans in Michigan

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

Peter Basso Associates, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -0.500.511.5 Total assets ($B) Participants Peter Basso Associates, Inc Employee Stock Ownership Plan, Total assets ($B): 0.015778298 · Participants: 100Peter Basso Associates, Inc Employee Stock Ownership PlanMcnaughton-Mckay Electric Company Employee Stock Ownership Plan, Total assets ($B): 1.30777109 · Participants: 1635Mcnaughton-Mckay Electric Company Employee Stock Ownership PlanThe Kendall Group Employee Stock Ownership Plan, Total assets ($B): 0.808091077 · Participants: 1907The Kendall Group Employee Stock Ownership PlanProject Worldwide, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.436210284 · Participants: 1173Project Worldwide, Inc. Employee Stock Ownership PlanMotor City Electric Co. Employee Stock Ownership Plan, Total assets ($B): 0.258079249 · Participants: 207Motor City Electric Co. Employee Stock Ownership PlanLee Contracting, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.237688318 · Participants: 500Lee Contracting, Inc. Employee Stock Ownership Plan
Peter Basso Associates, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants
Compare Peter Basso Associates, Inc Employee Stock Ownership Plan side-by-side with 3 peers →

Peter Basso Associates, Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Michigan, the nearest ESOP by assets is Swanson & Youngdale Employee Stock Ownership Plan in MN ($16M); by covered participants it is Triple T Transport Employee Stock Ownership Plan in OH (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Peter Basso Associates, Inc Employee Stock Ownership Plan assets move in 2023? ▼
Peter Basso Associates, Inc Employee Stock Ownership Plan grew sharply - up 22.0% during 2023, from $13M to $16M. Reported net income was $2M.
How have Peter Basso Associates, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peter Basso Associates, Inc's sponsor-wide assets grew 44.3%, from $38M to $54M.
Which ESOP plans are similar in size to Peter Basso Associates, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Swanson & Youngdale Employee Stock Ownership Plan in MN ($16M, 41 participants).
Which ESOP plans cover a similar participant headcount to Peter Basso Associates, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Triple T Transport Employee Stock Ownership Plan in OH (100 participants, $137M 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 382924399.

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.