ESOP · DOL Form 5500 · 2023

Azon USA, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
32
Participants Small participant base
63rd
Percentile by assets National rank
$375,316
Avg per participant High balance/head
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Official DOL plan name: Azon USA, Inc. Employee Stock Ownership Plan · Sponsored by Azon USA, Inc. · Michigan · Manufacturing

$12M in assets, 32 participants

Azon USA, Inc.'s Azon USA, Inc. Employee Stock Ownership Plan reported $12M in total assets and 32 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #9,320 in Manufacturing (18,722 peers)

2023 asset change

Azon USA, Inc. Employee Stock Ownership Plan grew at a solid clip 12.3% in 2023 ($11M → $12M) for 32 participants.

#9,320
in Manufacturing (18,722 peers)
+12.3%
assets growth YoY

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

Azon USA, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$12,010,112 Top 37% higher than 63% 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

Azon USA, 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. Azon USA, Inc. Employee Stock Ownership Plan is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Azon USA, Inc. Employee Stock Ownership Plan reported net income rose from $469K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Azon USA, Inc. Employee Stock Ownership Plan reported participants fell from 39 in the plan year 2022 filing to 32 in the plan year 2023 filing.
  • Azon USA, Inc. Employee Stock Ownership Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 382144316 · Azon USA, Inc. PY 2023 · ESOP

Azon USA, Inc. Employee Stock Ownership Plan · $12M · 32 · 63rd

  • IND $12M
  • EOY 32
  • 5500 63rd
  • ASSETS ESOP
  • PCT near Harris & Ruth Painting Contracting Employee Stock Ownership Plan
  • EIN ind #9320

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 →

Azon USA, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Unison Solutions, Inc. Employee Stock Ownership PlanUnison Solutions, Inc. Emplo…$12MAzon USA, Inc. Employee Stock Ownership PlanAzon USA, Inc. Employee Stoc…$12MHarris & Ruth Painting Contracting Employee Stock Ownership PlanHarris & Ruth Painting Contr…$12MMidwest Wheel Companies Employee Stock Ownership PlanMidwest Wheel Companies Empl…$12MSouthside Bancshares, Inc. Employee Stock Ownership PlanSouthside Bancshares, Inc. E…$12M
End-of-year total assets ($M) among Azon USA, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Azon USA, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Azon USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 5.70403264113664% vs 2022
2024 filing year
$10.5M$11M$11.5M$12M$12.5M 202220232024 $10.7M $11.3M ▲ +5.7%
Year Plans Participants Total Assets
2022 1 39 $11M
2023 1 32 $12M
2024 1 36 $11M

2023 asset-move particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN382144316
Plan Effective Date1994-08-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Michigan

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

Azon USA, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -0.500.511.5 Total assets ($B) Participants Azon USA, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.012010112 · Participants: 32Azon USA, 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
Azon USA, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants
Compare Azon USA, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Michigan, the nearest ESOP by assets is Harris & Ruth Painting Contracting Employee Stock Ownership Plan in CA ($12M); by covered participants it is Home Science Tools Employee Stock Ownership Plan in MT (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 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 Azon USA, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Azon USA, Inc. Employee Stock Ownership Plan grew at a solid clip - up 12.3% during 2023, from $11M to $12M. Reported net income was $1M.
How have Azon USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Azon USA, Inc.'s sponsor-wide assets grew 5.7%, from $11M to $11M.
Which ESOP plans are similar in size to Azon USA, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Harris & Ruth Painting Contracting Employee Stock Ownership Plan in CA ($12M, 61 participants).
Which ESOP plans cover a similar participant headcount to Azon USA, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Home Science Tools Employee Stock Ownership Plan in MT (32 participants, $100K 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 382144316.

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.