ESOP · DOL Form 5500 · 2024

Asg Holdings, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
82
Participants Small participant base
54th
Percentile by assets National rank
$112,942
Avg per participant Below avg balance/head
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Official DOL plan name: Asg Holdings Employee Stock Ownership Plan · Sponsored by Asg Holdings, Inc. · Ohio · Finance & Insurance

$9M in assets, 82 participants

Asg Holdings, Inc.'s Asg Holdings Employee Stock Ownership Plan reported $9M in total assets and 82 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #3,253 in Finance & Insurance (8,549 peers)

Asg Holdings, Inc. multi-year trail

Asg Holdings, Inc.'s plans moved +49.2% in assets from 2022 to 2024; this filing shows Asg Holdings Employee Stock Ownership Plan at $9M / 82 participants.

#3,253
in Finance & Insurance (8,549 peers)
+19.1%
assets growth YoY

Asg Holdings Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Asg Holdings Employee Stock Ownership Plan vs every filed plan by assets

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

$9,261,249 Top 46% higher than 54% 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

Asg Holdings 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. Asg Holdings Employee Stock Ownership Plan is a small filing (82 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Asg Holdings Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Asg Holdings Employee Stock Ownership Plan reported participants rose from 74 in the plan year 2023 filing to 82 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 842031552 · Asg Holdings, Inc. PY 2024 · ESOP

Asg Holdings Employee Stock Ownership Plan · $9M · 82 · 54th

  • BOY $9M
  • SCH 82
  • EBSA 54th
  • PART ESOP
  • TYPE near Somerville, Inc. Employee Stock Ownership Plan
  • NET ind #3253

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 Ohio →

Asg Holdings Employee Stock Ownership Plan in the asset neighbourhood

Condor Capital Management Employee Stock Ownership PlanCondor Capital Management Em…$9MFlippo Construction Company, Inc. Employee Stock Ownership PlanFlippo Construction Company,…$9MAsg Holdings Employee Stock Ownership PlanAsg Holdings Employee Stock …$9MSomerville, Inc. Employee Stock Ownership PlanSomerville, Inc. Employee St…$9MSebago Technics Employee Stock Ownership PlanSebago Technics Employee Sto…$9M
End-of-year total assets ($M) among Asg Holdings Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Asg Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Asg Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 49.19654961042559% vs 2022
2024 filing year
$5M$6M$7M$8M$9M$10M 202220232024 $6.21M $9.26M ▲ +49.1%
Year Plans Participants Total Assets
2022 1 68 $6M
2023 1 74 $8M
2024 1 82 $9M

Asg Holdings, Inc. filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN842031552
Plan Effective Date2019-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Asg Holdings Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Asg Holdings Employee Stock Ownership Plan, Total assets ($B): 0.009261249 · Participants: 82Asg Holdings Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.965382968 · Participants: 33639Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 2.007916491 · Participants: 1118The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.695889558 · Participants: 903Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.501664561 · Participants: 4264Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.485460635 · Participants: 415Cleveland Steel Container Corporation Employee Stock Ownership Plan
Asg Holdings Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Asg Holdings Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest ESOP by assets is Somerville, Inc. Employee Stock Ownership Plan in WI ($9M); by covered participants it is Amended and Restated Affinity Bank Employee Stock Ownership Plan in GA (82 participants). Same-state nearby plans are listed separately above.

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 Asg Holdings Employee Stock Ownership Plan assets move in 2024? ▼
Asg Holdings Employee Stock Ownership Plan grew sharply - up 19.1% during 2024, from $8M to $9M. Reported net income was $2M.
How have Asg Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Asg Holdings, Inc.'s sponsor-wide assets grew 49.2%, from $6M to $9M.
Which ESOP plans are similar in size to Asg Holdings Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Somerville, Inc. Employee Stock Ownership Plan in WI ($9M, 43 participants).
Which ESOP plans cover a similar participant headcount to Asg Holdings Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Amended and Restated Affinity Bank Employee Stock Ownership Plan in GA (82 participants, $10M 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 842031552.

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.