ESOP · DOL Form 5500 · 2023

Fleetwood Group, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
122
Participants Small participant base
61st
Percentile by assets National rank
$91,059
Avg per participant Below avg balance/head
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Official DOL plan name: Fleetwood Group, Inc. Employee Stock Ownership Plan · Sponsored by Fleetwood Group, Inc. · Michigan · Manufacturing

$11M in assets, 122 participants

Fleetwood Group, Inc.'s Fleetwood Group, Inc. Employee Stock Ownership Plan reported $11M in total assets and 122 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #8,906 in Manufacturing (18,722 peers)

Coverage in Michigan

Fleetwood Group, Inc. Employee Stock Ownership Plan covers 122 participants in Michigan, about 19% of the average Michigan filer (state average ~638 per filing). Assets: $11M.

#8,906
in Manufacturing (18,722 peers)
-4.6%
assets change YoY

The plan reported a net loss of $536K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fleetwood Group, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Fleetwood Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$11,109,164 Top 39% higher than 61% 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

Fleetwood Group, Inc. Employee Stock Ownership Plan 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. Fleetwood Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fleetwood Group, Inc. Employee Stock Ownership Plan reported net income rose from -$7M in the plan year 2022 filing to -$536K in the plan year 2023 filing.
  • Fleetwood Group, Inc. Employee Stock Ownership Plan reported participants rose from 106 in the plan year 2022 filing to 122 in the plan year 2023 filing.
  • Fleetwood Group, Inc. Employee Stock Ownership Plan end-of-year assets fell from $12M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 381880634 · Fleetwood Group, Inc. PY 2023 · ESOP

Fleetwood Group, Inc. Employee Stock Ownership Plan · $11M · 122 · 61st

  • TYPE $11M
  • NET 122
  • BOOK 61st
  • VS-ST ESOP
  • BOY near The Farmers and Merchants Bankshares, Inc. Employee Stock Ownership Plan
  • SCH ind #8906

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 →

Fleetwood Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Ema Group, Inc. Employee Stock Ownership PlanEma Group, Inc. Employee Sto…$11MFleetwood Group, Inc. Employee Stock Ownership PlanFleetwood Group, Inc. Employ…$11MThe Farmers and Merchants Bankshares, Inc. Employee Stock Ownership PlanThe Farmers and Merchants Ba…$11MRonco Engineering Sales, Inc. Employee Stock Ownership PlanRonco Engineering Sales, Inc…$11MHigh Touch Holdings, Inc Employees Stock Ownership PlanHigh Touch Holdings, Inc Emp…$11M
End-of-year total assets ($M) among Fleetwood Group, 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)$12M
Net Assets (End of Year)$11M
Net Income-$536K
Employer EIN381880634
Plan Effective Date1975-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fleetwood Group, Inc.)

Sponsor-wide plan assets over time

All Fleetwood Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 15.051301099476955% vs 2022
2024 filing year
$18M$19M$20M$21M$22M 202220232024 $18.5M $21.3M ▲ +15.0%
Year Plans Participants Total Assets
2022 2 225 $18M
2023 2 246 $19M
2024 2 213 $21M

Nearby ESOP Plans in Michigan

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

Fleetwood Group, 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 ($B) Participants Fleetwood Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.011109164 · Participants: 122Fleetwood Group, 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
Fleetwood Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants
Compare Fleetwood Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Michigan, the nearest ESOP by assets is The Farmers and Merchants Bankshares, Inc. Employee Stock Ownership Plan in AR ($11M); by covered participants it is Chestnut Ridge Foam, Inc. Employee Stock Ownership Plan in PA (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Fleetwood Group, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Fleetwood Group, Inc. Employee Stock Ownership Plan edged down modestly - down 4.6% during 2023, from $12M to $11M. Reported net income was -$536K.
How have Fleetwood Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fleetwood Group, Inc.'s sponsor-wide assets grew 15.1%, from $18M to $21M.
Which ESOP plans are similar in size to Fleetwood Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Farmers and Merchants Bankshares, Inc. Employee Stock Ownership Plan in AR ($11M, 268 participants).
Which ESOP plans cover a similar participant headcount to Fleetwood Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Chestnut Ridge Foam, Inc. Employee Stock Ownership Plan in PA (122 participants, $30M 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 381880634.

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.