ESOP · DOL Form 5500 · 2024

American Merchandising Specialists, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
150
Participants Small participant base
39th
Percentile by assets National rank
$28,653
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ams Retail Solutions Employee Stock Ownership Plan · Sponsored by American Merchandising Specialists, Inc. · North Carolina · Professional & Technical Services

$4M in assets, 150 participants

American Merchandising Specialists, Inc.'s Ams Retail Solutions Employee Stock Ownership Plan reported $4M in total assets and 150 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,390 in Professional & Technical Services (20,173 peers)

Coverage in North Carolina

Ams Retail Solutions Employee Stock Ownership Plan covers 150 participants in North Carolina, about 18% of the average North Carolina filer (state average ~819 per filing). Assets: $4M.

#7,390
in Professional & Technical Services (20,173 peers)
+7.7%
assets growth YoY

Ams Retail Solutions Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Ams Retail Solutions Employee Stock Ownership Plan vs every filed plan by assets

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

$4,298,000 39th percentile higher than 39% 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

Ams Retail Solutions Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ams Retail Solutions Employee Stock Ownership Plan sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ams Retail Solutions Employee Stock Ownership Plan reported net income rose from -$364K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Ams Retail Solutions Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 911951517 · American Merchandising Specialists, Inc. PY 2024 · ESOP

Ams Retail Solutions Employee Stock Ownership Plan · $4M · 150 · 39th

  • PCT $4M
  • EIN 150
  • RANK 39th
  • PHOTO ESOP
  • IND near Integrity Building, Corp. Employee Stock Ownersthip Plan
  • EOY ind #7390

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 North Carolina →

Ams Retail Solutions Employee Stock Ownership Plan in the asset neighbourhood

Ams Retail Solutions Employee Stock Ownership PlanAms Retail Solutions Employe…$4MIntegrity Building, Corp. Employee Stock Ownersthip PlanIntegrity Building, Corp. Em…$4MErect-a-Tube, Inc. Employee Stock Ownership PlanErect-a-Tube, Inc. Employee …$4MTrc Global Mobility Inc. Employee Stock Ownership PlanTrc Global Mobility Inc. Emp…$4MFbc Chemical Corporation Employee Stock Ownership PlanFbc Chemical Corporation Emp…$4M
End-of-year total assets ($M) among Ams Retail Solutions Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)-$19M
Net Income$1M
Employer EIN911951517
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Merchandising Specialists, Inc.)

Sponsor-wide plan assets over time

All American Merchandising Specialists, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 2.9709619391719126% vs 2022
2024 filing year
$8.5M$9M$9.5M 202220232024 $9.13M $9.4M ▲ +3.0%
Year Plans Participants Total Assets
2022 2 316 $9M
2023 2 299 $9M
2024 2 298 $9M

Nearby ESOP Plans in North Carolina

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

Ams Retail Solutions Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. 050010001500 -50050100150200 Total assets ($M) Participants Ams Retail Solutions Employee Stock Ownership Plan, Total assets ($M): 4.298 · Participants: 150Ams Retail Solutions Employee Stock Ownership PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 184.02736 · Participants: 1396Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustEcmd, Inc. Employee Stock Ownership Plan, Total assets ($M): 153.55178 · Participants: 969Ecmd, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employee Stock Ownership Plan, Total assets ($M): 143.430717 · Participants: 1228Precision Walls, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 132.702062 · Participants: 279Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 123.497988 · Participants: 158State Utility Contractors, Inc. Employee Stock Ownership Plan
Ams Retail Solutions Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Ams Retail Solutions Employee Stock Ownership Plan side-by-side with 3 peers →

Ams Retail Solutions Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Integrity Building, Corp. Employee Stock Ownersthip Plan in AZ ($4M); by covered participants it is Mid-America Apartment Communities, Inc. Employees' Stock Ownership Plan in TN (150 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 Ams Retail Solutions Employee Stock Ownership Plan assets move in 2024? ▼
Ams Retail Solutions Employee Stock Ownership Plan grew at a solid clip - up 7.7% during 2024, from $4M to $4M. Reported net income was $1M.
How have American Merchandising Specialists, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Merchandising Specialists, Inc.'s sponsor-wide assets grew 3.0%, from $9M to $9M.
Which ESOP plans are similar in size to Ams Retail Solutions Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Integrity Building, Corp. Employee Stock Ownersthip Plan in AZ ($4M, 38 participants).
Which ESOP plans cover a similar participant headcount to Ams Retail Solutions Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mid-America Apartment Communities, Inc. Employees' Stock Ownership Plan in TN (150 participants, $19M 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 911951517.

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.