ESOP · DOL Form 5500 · 2023

Amplified Journey Employee Stock Ownership Trust ESOP

Data updated 2026-08-25

$380K
Total assets Small plan by assets
5
Participants Small participant base
16th
Percentile by assets National rank
$76,000
Avg per participant Below avg balance/head
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Official DOL plan name: Amplified Journey Employee Stock Ownership Plan · Sponsored by Amplified Journey Employee Stock Ownership Trust · Georgia · Finance & Insurance

$380K in assets, 5 participants

Amplified Journey Employee Stock Ownership Trust's Amplified Journey Employee Stock Ownership Plan reported $380K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #816 in Finance & Insurance (8,869 peers)

Amplified Journey Employee Stock Ownership Trust multi-year trail

Amplified Journey Employee Stock Ownership Trust's plans moved +100.0% in assets from 2023 to 2024; this filing shows Amplified Journey Employee Stock Ownership Plan at $380K / 5 participants.

#816
in Finance & Insurance (8,869 peers)
$380K
reported net income

Amplified Journey Employee Stock Ownership Plan among the smaller filed plans by assets

Amplified Journey Employee Stock Ownership Plan vs every filed plan by assets

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

$380,000 16th percentile higher than 16% 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

Amplified Journey Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amplified Journey Employee Stock Ownership Plan is a micro filing (5 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 934959884 · Amplified Journey Employee Stock Ownership Trust PY 2023 · ESOP

Amplified Journey Employee Stock Ownership Plan · $380K · 5 · 16th

  • ASSETS $380K
  • ASSETS 5
  • ASSETS 16th
  • ASSETS ESOP
  • ASSETS near Neighborhood Fresh Employee Stock Ownership Plan
  • ASSETS ind #816

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 Georgia →

Amplified Journey Employee Stock Ownership Plan in the asset neighbourhood

Amplified Journey Employee Stock Ownership PlanAmplified Journey Employee S…$380KNeighborhood Fresh Employee Stock Ownership PlanNeighborhood Fresh Employee …$380KLester Sales Company, Inc. Employee Stock Ownership PlanLester Sales Company, Inc. E…$380KThe Belmont Athletic Club, Inc. Employee Stock Ownership PlanThe Belmont Athletic Club, I…$380KTnbank Employee Stock Ownership PlanTnbank Employee Stock Owners…$378K
End-of-year total assets ($M) among Amplified Journey Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Amplified Journey Employee Stock Ownership Trust multi-year asset trail

Sponsor-wide plan assets over time

All Amplified Journey Employee Stock Ownership Trust plans reported in each filing year

Latest sponsor-wide plan assets
$760K 100% vs 2023
2024 filing year
$0.2M$0.4M$0.6M$0.8M 20232024 $0.38M $0.76M ▲ +100.0%
Year Plans Participants Total Assets
2023 1 5 $380K
2024 1 5 $760K

Amplified Journey Employee Stock Ownership Trust filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$380K
Net Income$380K
Employer EIN934959884
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Georgia

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

Amplified Journey Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Amplified Journey Employee Stock Ownership Plan, Total assets ($M): 0.38 · Participants: 5Amplified Journey Employee Stock Ownership PlanWarehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan, Total assets ($M): 664.601691 · Participants: 1772Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership PlanChoate Construction Company Employee Stock Ownership Plan, Total assets ($M): 407.968435 · Participants: 454Choate Construction Company Employee Stock Ownership PlanBrent Scarbrough & Company Employee Stock Ownership Plan, Total assets ($M): 366.989824 · Participants: 439Brent Scarbrough & Company Employee Stock Ownership PlanAubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 222.074562 · Participants: 424Aubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanDixie Plywood and Lumber Company Employee Stock Ownership Plan, Total assets ($M): 208.200343 · Participants: 327Dixie Plywood and Lumber Company Employee Stock Ownership Plan
Amplified Journey Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants
Compare Amplified Journey Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest ESOP by assets is Neighborhood Fresh Employee Stock Ownership Plan in OH ($380K); by covered participants it is Hts Inc. Employee Stock Ownership Plan in AZ (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 have Amplified Journey Employee Stock Ownership Trust plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Amplified Journey Employee Stock Ownership Trust's sponsor-wide assets grew 100.0%, from $380K to $760K.
Where does Amplified Journey Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Amplified Journey Employee Stock Ownership Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Amplified Journey Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Neighborhood Fresh Employee Stock Ownership Plan in OH ($380K, 111 participants).
Which ESOP plans cover a similar participant headcount to Amplified Journey Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Hts Inc. Employee Stock Ownership Plan in AZ (5 participants, $730K 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 934959884.

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.