ESOP · DOL Form 5500 · 2024

Advance Capital Group, Inc. ESOP

Data updated 2026-07-24

$53M
Total assets: 59
Participants: 85th
Percentile by assets: $902,885
Avg per participant

Official DOL plan name: Advance Capital Group, Inc. Employee Stock Ownership Plan · Sponsored by Advance Capital Group, Inc. · Michigan · Finance & Insurance

$53M in assets, 59 participants

Advance Capital Group, Inc.'s Advance Capital Group, Inc. Employee Stock Ownership Plan reported $53M in total assets and 59 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

85th percentile by assets (of 116,472 plans)

Where Advance Capital Group, Inc. Employee Stock Ownership Plan sits by assets

Advance Capital Group, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $53M for 59 participants (~$902,885/participant), up 18.3% in 2024.

$53M
total plan assets (2024 EOY): 59
covered participants: 85th
percentile by assets (of 116,472 plans): $902,885
avg assets per participant

Advance Capital Group, Inc. Employee Stock Ownership Plan reported net income rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
Advance Capital Group, Inc. Employee Stock Ownership Plan end-of-year assets rose from $45M in the plan year 2023 filing to $53M in the plan year 2024 filing.
Advance Capital Group, Inc. Employee Stock Ownership Plan reported participants fell from 61 in the plan year 2023 filing to 59 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Michigan

Industry

Finance & Insurance

Advance Capital Group, Inc. Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Advance Capital Group, Inc. Employee Stock Ownership Plan outranks 85% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$45M
Net Assets (End of Year)	$53M
Net Income	$8M
Employer EIN	382685009
Plan Effective Date	2005-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Advance Capital Group, Inc.)

Total plan assets by year, all Advance Capital Group, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	67	$39M
2023	1	61	$45M
2024	1	59	$53M

Nearby ESOP Plans in Michigan

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

Advance Capital Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants

Mcnaughton-Mckay Electric Company Employee Stock Ownership Plan $1.6B · 1,780
Project Worldwide, Inc. Employee Stock Ownership Plan $453M · 1,284
Lee Contracting, Inc. Employee Stock Ownership Plan $250M · 565
Angelo Iafrate, Inc. Employee Stock Ownership Plan $239M · 46
National Nail Corp. Employee Stock Ownership Plan $235M · 155

Compare Advance Capital Group, Inc. Employee Sto… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Advance Capital Group, Inc. Employee Stock Ownership Plan by total assets, not by location.

Western State Agency, Inc. Employee Stock Ownership Plan and Trust (ND) $53M · 285
Guthrie & Huebner Company, Inc. Employee Stock Ownership Plan and Trust (TX) $53M · 575
Halff Associates, Inc. Employee Stock Ownership Plan and Trust (TX) $53M · 1,131
Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan (WV) $53M · 1,687

Frequently Asked Questions

How did Advance Capital Group, Inc. Employee Stock Ownership Plan assets move in 2024? ▼

Advance Capital Group, Inc. Employee Stock Ownership Plan grew sharply - up 18.3% during 2024, from $45M to $53M. Reported net income was $8M.

How have Advance Capital Group, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Advance Capital Group, Inc.'s sponsor-wide assets grew 35.8%, from $39M to $53M.

Where does Advance Capital Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Advance Capital Group, Inc. Employee Stock Ownership Plan ranks in the 85th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which ESOP plans are similar in size to Advance Capital Group, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Western State Agency, Inc. Employee Stock Ownership Plan and Trust in ND ($53M, 285 participants).

Next read for Advance Capital Group, Inc. Employee Sto…

Scale reading

Ways to act on Advance Capital Group, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Advance Capital Group, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Michigan. Compare plans
Advance Capital Group, Inc.'s sponsor-wide assets have grown 35.8% since 2022 across 3 plan years on file. More Finance & Insurance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 382685009.

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.