ESOP · DOL Form 5500 · 2024

Advance Capital Group, Inc. ESOP

Data updated 2026-08-25

$53M
Total assets Below avg plan size
59
Participants Small participant base
85th
Percentile by assets National rank
$902,885
Avg per participant High balance/head
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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.

  • #6,547 in Finance & Insurance (8,549 peers)

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.

#6,547
in Finance & Insurance (8,549 peers)
+18.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Advance Capital Group, Inc. Employee Stock Ownership Plan's outsized position by total assets

Advance Capital Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$53,270,189 Top 15% higher than 85% of 123,620 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 2024

Advance Capital Group, Inc. 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. Advance Capital Group, Inc. Employee Stock Ownership Plan is a small filing (59 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Form 5500 schedule snapshot

Filing strip 382685009 · Advance Capital Group, Inc. PY 2024 · ESOP

Advance Capital Group, Inc. Employee Stock Ownership Plan · $53M · 59 · 85th

  • SCH $53M
  • SCH 59
  • SCH 85th
  • SCH ESOP
  • SCH near Western State Agency, Inc. Employee Stock Ownership Plan and Trust
  • SCH ind #6547

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 →

Advance Capital Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Halff Associates, Inc. Employee Stock Ownership Plan and TrustHalff Associates, Inc. Emplo…$53MGuthrie & Huebner Company, Inc. Employee Stock Ownership Plan and TrustGuthrie & Huebner Company, I…$53MAdvance Capital Group, Inc. Employee Stock Ownership PlanAdvance Capital Group, Inc. …$53MWestern State Agency, Inc. Employee Stock Ownership Plan and TrustWestern State Agency, Inc. E…$53MMulberry's Independent Home Services, Inc. Employee Stock Ownership PlanMulberry's Independent Home …$53M
End-of-year total assets ($M) among Advance Capital Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$53M
Net Income$8M
Employer EIN382685009
Plan Effective Date2005-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advance Capital Group, Inc.)

Sponsor-wide plan assets over time

All Advance Capital Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$53M 35.79303257522326% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $39.2M $53.3M ▲ +35.8%
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 Scatter plot of 6 data points. -50005001000150020002500 -0.500.511.52 Total assets ($B) Participants Advance Capital Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.053270189 · Participants: 59Advance Capital Group, Inc. Employee Stock Ownership PlanMcnaughton-Mckay Electric Company Employee Stock Ownership Plan, Total assets ($B): 1.551258212 · Participants: 1780Mcnaughton-Mckay Electric Company Employee Stock Ownership PlanThe Kendall Group Employee Stock Ownership Plan, Total assets ($B): 0.899849551 · Participants: 1936The Kendall Group Employee Stock Ownership PlanProject Worldwide, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.452711138 · Participants: 1284Project Worldwide, Inc. Employee Stock Ownership PlanMotor City Electric Co. Employee Stock Ownership Plan, Total assets ($B): 0.410252812 · Participants: 218Motor City Electric Co. Employee Stock Ownership PlanLee Contracting, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.250474411 · Participants: 565Lee Contracting, Inc. Employee Stock Ownership Plan
Advance Capital Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants
Compare Advance Capital Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Advance Capital Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Michigan, the nearest ESOP by assets is Western State Agency, Inc. Employee Stock Ownership Plan and Trust in ND ($53M); by covered participants it is R-S-H Engineering, Inc. Employee Stock Ownership Plan in LA (59 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (59 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.

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 123,622 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).
Which ESOP plans cover a similar participant headcount to Advance Capital Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is R-S-H Engineering, Inc. Employee Stock Ownership Plan in LA (59 participants, $12M in assets).

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.