ESOP · DOL Form 5500 · 2024
The Asu Group ESOP
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 28
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $130,971
- Avg per participant Near avg balance/head
Official DOL plan name: Asu Group Employee Stock Ownership Plan · Sponsored by The Asu Group · Michigan · Finance & Insurance
$4M in assets, 28 participants
The Asu Group's Asu Group Employee Stock Ownership Plan reported $4M in total assets and 28 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.
- #2,087 in Finance & Insurance (8,549 peers)
The Asu Group multi-year trail
The Asu Group's plans moved +39.9% in assets from 2022 to 2024; this filing shows Asu Group Employee Stock Ownership Plan at $4M / 28 participants.
- #2,087
- in Finance & Insurance (8,549 peers)
- +33.2%
- assets growth YoY
Asu Group Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers
Asu Group Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,667,176 37th percentile higher than 37% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Asu Group Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Asu Group Employee Stock Ownership Plan is a small filing (28 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Asu Group Employee Stock Ownership Plan reported net income rose from $487K in the plan year 2023 filing to $915K in the plan year 2024 filing.
- Asu Group Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Asu Group Employee Stock Ownership Plan reported participants fell from 29 in the plan year 2023 filing to 28 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 381400206 · The Asu Group PY 2024 · ESOP
Asu Group Employee Stock Ownership Plan · $4M · 28 · 37th
- BOY $4M
- SCH 28
- EBSA 37th
- PART ESOP
- TYPE near Mza Associates Corporation Employee Stock Ownership Plan
- NET ind #2087
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 →
Asu Group Employee Stock Ownership Plan in the asset neighbourhood
The Asu Group multi-year asset trail
Sponsor-wide plan assets over time
All The Asu Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 39.858630307102665% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 65 | $8M |
| 2023 | 2 | 60 | $9M |
| 2024 | 2 | 57 | $12M |
The Asu Group filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $915K |
| Employer EIN | 381400206 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Michigan
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Mcnaughton-Mckay Electric Company Employee Stock Ownership Plan $1.6B · 1,780
- The Kendall Group Employee Stock Ownership Plan $900M · 1,936
- Project Worldwide, Inc. Employee Stock Ownership Plan $453M · 1,284
- Motor City Electric Co. Employee Stock Ownership Plan $410M · 218
- Lee Contracting, Inc. Employee Stock Ownership Plan $250M · 565
Asu Group Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Michigan, the nearest ESOP by assets is Mza Associates Corporation Employee Stock Ownership Plan in NM ($4M); by covered participants it is Volano Software Company Employee Stock Ownership Plan in NE (28 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (28 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.