ESOP · DOL Form 5500 · 2023

Asm Affiliates, Inc ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
78
Participants Small participant base
49th
Percentile by assets National rank
$81,106
Avg per participant Below avg balance/head
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Official DOL plan name: Asm Affiliates Employee Stock Ownership Plan · Sponsored by Asm Affiliates, Inc · California · Professional & Technical Services

$6M in assets, 78 participants

Asm Affiliates, Inc's Asm Affiliates Employee Stock Ownership Plan reported $6M in total assets and 78 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,584 in Professional & Technical Services (20,321 peers)

Asm Affiliates, Inc multi-year trail

Asm Affiliates, Inc's plans moved +15.6% in assets from 2022 to 2024; this filing shows Asm Affiliates Employee Stock Ownership Plan at $6M / 78 participants.

#9,584
in Professional & Technical Services (20,321 peers)
-8.2%
assets change YoY

The plan reported a net loss of $565K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Asm Affiliates Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Asm Affiliates Employee Stock Ownership Plan vs every filed plan by assets

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

$6,326,266 49th percentile higher than 49% 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

Asm Affiliates 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. Asm Affiliates Employee Stock Ownership Plan is a small filing (78 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Asm Affiliates Employee Stock Ownership Plan reported net income rose from -$955K in the plan year 2022 filing to -$565K in the plan year 2023 filing.
  • Asm Affiliates Employee Stock Ownership Plan end-of-year assets fell from $7M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Asm Affiliates Employee Stock Ownership Plan reported participants rose from 75 in the plan year 2022 filing to 78 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 953163341 · Asm Affiliates, Inc PY 2023 · ESOP

Asm Affiliates Employee Stock Ownership Plan · $6M · 78 · 49th

  • PCT $6M
  • EIN 78
  • RANK 49th
  • PHOTO ESOP
  • IND near Binkley & Barfield, Inc. Profit Sharing Plan
  • EOY ind #9584

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 California →

Asm Affiliates Employee Stock Ownership Plan in the asset neighbourhood

Eastex Environmental Laboratory, Inc. Employee Stock Ownership PlanEastex Environmental Laborat…$6MAsm Affiliates Employee Stock Ownership PlanAsm Affiliates Employee Stoc…$6MStylmark, Inc. Employee Stock Ownership Plan and TrustStylmark, Inc. Employee Stoc…$6MBinkley & Barfield, Inc. Profit Sharing PlanBinkley & Barfield, Inc. Pro…$6MWashington State Bancshares, Inc Employee Stock Ownership PlanWashington State Bancshares,…$6M
End-of-year total assets ($M) among Asm Affiliates Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Asm Affiliates, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Asm Affiliates, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$8M 15.641799985459691% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M$8.5M 202220232024 $6.89M $7.97M ▲ +15.7%
Year Plans Participants Total Assets
2022 1 75 $7M
2023 1 78 $6M
2024 1 96 $8M

Asm Affiliates, Inc filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$565K
Employer EIN953163341
Plan Effective Date2010-03-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Asm Affiliates Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Asm Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.006326266 · Participants: 78Asm Affiliates Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Asm Affiliates Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Asm Affiliates Employee Stock Ownership Plan side-by-side with 3 peers →

Asm Affiliates Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Binkley & Barfield, Inc. Profit Sharing Plan in TX ($6M); by covered participants it is Caldwell Group Employee Stock Ownership Plan in IL (78 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (78 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 Asm Affiliates Employee Stock Ownership Plan assets move in 2023? ▼
Asm Affiliates Employee Stock Ownership Plan pulled back noticeably - down 8.2% during 2023, from $7M to $6M. Reported net income was -$565K.
How have Asm Affiliates, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Asm Affiliates, Inc's sponsor-wide assets grew 15.6%, from $7M to $8M.
Which ESOP plans are similar in size to Asm Affiliates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Binkley & Barfield, Inc. Profit Sharing Plan in TX ($6M, 207 participants).
Which ESOP plans cover a similar participant headcount to Asm Affiliates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Caldwell Group Employee Stock Ownership Plan in IL (78 participants, N/A 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 953163341.

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.