ESOP · DOL Form 5500 · 2023
Amg 2.0 Holdco, Inc. ESOP
Data updated 2026-08-11
- $94M
- Total assets
- 487
- Participants
- 91st
- Percentile by assets
- $192,552
- Avg per participant
Official DOL plan name: Amg Employee Stock Ownership Plan · Sponsored by Amg 2.0 Holdco, Inc. · Louisiana · Healthcare & Social Assistance
$94M in assets, 487 participants
Amg 2.0 Holdco, Inc.'s Amg Employee Stock Ownership Plan reported $94M in total assets and 487 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- 91st percentile by assets (of 127,072 plans)
- #16,271 in Healthcare & Social Assistance (17,684 peers)
Where Amg Employee Stock Ownership Plan sits by assets
Amg Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $94M for 487 participants (~$192,552/participant), up 11.7% in 2023.
- $94M
- total plan assets (2023 EOY)
- 487
- covered participants
- 91st
- percentile by assets (of 127,072 plans)
- $192,552
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Amg Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Amg Employee Stock Ownership Plan end-of-year assets rose from $84M in the plan year 2022 filing to $94M in the plan year 2023 filing.
- Amg Employee Stock Ownership Plan reported participants rose from 439 in the plan year 2022 filing to 487 in the plan year 2023 filing.
Amg Employee Stock Ownership Plan vs the 2023 asset distribution
By assets, Amg Employee Stock Ownership Plan outranks 91% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $84M |
|---|---|
| Net Assets (End of Year) | $49M |
| Net Income | $11M |
| Employer EIN | 842872891 |
| Plan Effective Date | 2019-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Amg 2.0 Holdco, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 439 | $84M |
| 2023 | 1 | 487 | $94M |
| 2024 | 1 | 502 | $115M |
Nearby ESOP Plans in Louisiana
Peer ESOP plans, same state, same plan type, ranked by total assets.
Amg Employee Stock Ownership Plan vs. nearby ESOP plans in Louisiana, assets vs. participants
- Magnolia Employee Stock Ownership Plan $612M · 44
- Acadian Ambulance Service, Inc. Employee Stock Ownership Plan $446M · 3,467
- Mcelroy Metal Mill, Inc. Employee Stock Ownership Plan $143M · 570
- Rogers Manufacturing Corporation Employee Stock Ownership Plan $132M · 153
- Gulf Coast Bank & Trust Company Employee Stock Ownership Plan $126M · 820
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Amg Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Amg Employee Stock Ownership Plan assets move in 2023? ▼
How have Amg 2.0 Holdco, Inc. plan assets changed over time? ▼
Where does Amg Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Amg Employee Stock Ownership Plan? ▼
Next read for Amg Employee Stock Ownership Plan
Scale reading
Ways to act on Amg Employee Stock Ownership Plan's numbers.
- By total assets, Amg Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Louisiana. Compare plans
- Amg 2.0 Holdco, Inc.'s sponsor-wide assets have grown 37.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans