ESOP · DOL Form 5500 · 2023

Amg, Inc. ESOP

Data updated 2026-08-25

$27M
Total assets Below avg plan size
113
Participants Small participant base
78th
Percentile by assets National rank
$239,069
Avg per participant Above avg balance/head
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Official DOL plan name: Amg, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Amg, Inc. · Virginia · Manufacturing

$27M in assets, 113 participants

Amg, Inc.'s Amg, Inc. Employee Stock Ownership Plan and Trust reported $27M in total assets and 113 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #12,915 in Manufacturing (18,722 peers)

Coverage in Virginia

Amg, Inc. Employee Stock Ownership Plan and Trust covers 113 participants in Virginia, about 14% of the average Virginia filer (state average ~782 per filing). Assets: $27M.

#12,915
in Manufacturing (18,722 peers)
+21.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Amg, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Amg, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$27,014,821 Top 22% higher than 78% 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

Amg, Inc. Employee Stock Ownership Plan and Trust 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. Amg, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Amg, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $156K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Amg, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $22M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Amg, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 115 in the plan year 2022 filing to 113 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 541044632 · Amg, Inc. PY 2023 · ESOP

Amg, Inc. Employee Stock Ownership Plan and Trust · $27M · 113 · 78th

  • VS-ST $27M
  • VS-ST 113
  • VS-ST 78th
  • VS-ST ESOP
  • VS-ST near The Solaray Corporation Employee Stock Ownership Plan
  • VS-ST ind #12915

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 Virginia →

Amg, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Amg, Inc. Employee Stock Ownership Plan and TrustAmg, Inc. Employee Stock Own…$27MThe Solaray Corporation Employee Stock Ownership PlanThe Solaray Corporation Empl…$27MAyres Associates Inc 2012 Amended and Restated Employee Stock Ownership PlanAyres Associates Inc 2012 Am…$27MCarolina Products, Inc. Employee Stock Ownership PlanCarolina Products, Inc. Empl…$27MForce Companies ESOP$27M
End-of-year total assets ($M) among Amg, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$27M
Net Income$5M
Employer EIN541044632
Plan Effective Date1988-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Amg, Inc.)

Sponsor-wide plan assets over time

All Amg, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 21.38170573685178% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $34.9M $27.4M ▼ -21.4%
Year Plans Participants Total Assets
2022 2 231 $35M
2023 2 236 $42M
2024 2 234 $27M

Nearby ESOP Plans in Virginia

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

Amg, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Amg, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.027014821 · Participants: 113Amg, Inc. Employee Stock Ownership Plan and TrustNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.200416394 · Participants: 6866Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.351932601 · Participants: 1751The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($B): 0.331314714 · Participants: 1782American Systems Corporation Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.321520666 · Participants: 1652Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.320954252 · Participants: 444New River Electrical Corporation Employee Stock Ownership Plan
Amg, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Amg, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Amg, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is The Solaray Corporation Employee Stock Ownership Plan in HI ($27M); by covered participants it is Renew Energy, Inc. Employee Stock Ownership Plan in SD (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Amg, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Amg, Inc. Employee Stock Ownership Plan and Trust grew sharply - up 21.1% during 2023, from $22M to $27M. Reported net income was $5M.
How have Amg, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amg, Inc.'s sponsor-wide assets declined 21.4%, from $35M to $27M.
Where does Amg, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Amg, Inc. Employee Stock Ownership Plan and Trust ranks in the 78th 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 Amg, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is The Solaray Corporation Employee Stock Ownership Plan in HI ($27M, 73 participants).
Which ESOP plans cover a similar participant headcount to Amg, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Renew Energy, Inc. Employee Stock Ownership Plan in SD (113 participants, $809K 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 541044632.

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.