ESOP · DOL Form 5500 · 2024

Peter Basso Associates, Inc ESOP

Data updated 2026-08-25

$20M
Total assets Small plan by assets
109
Participants Small participant base
70th
Percentile by assets National rank
$179,711
Avg per participant Above avg balance/head
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Official DOL plan name: Peter Basso Associates, Inc Employee Stock Ownership Plan · Sponsored by Peter Basso Associates, Inc · Michigan · Professional & Technical Services

$20M in assets, 109 participants

Peter Basso Associates, Inc's Peter Basso Associates, Inc Employee Stock Ownership Plan reported $20M in total assets and 109 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #13,934 in Professional & Technical Services (20,173 peers)

Coverage in Michigan

Peter Basso Associates, Inc Employee Stock Ownership Plan covers 109 participants in Michigan, about 17% of the average Michigan filer (state average ~638 per filing). Assets: $20M.

#13,934
in Professional & Technical Services (20,173 peers)
+24.1%
assets growth YoY

Peter Basso Associates, Inc Employee Stock Ownership Plan's outsized position by total assets

Peter Basso Associates, Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$19,588,467 Top 30% higher than 70% 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

Peter Basso Associates, Inc 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. Peter Basso Associates, Inc Employee Stock Ownership Plan sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Peter Basso Associates, Inc Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Peter Basso Associates, Inc Employee Stock Ownership Plan end-of-year assets rose from $16M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Peter Basso Associates, Inc Employee Stock Ownership Plan reported participants rose from 100 in the plan year 2023 filing to 109 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 382924399 · Peter Basso Associates, Inc PY 2024 · ESOP

Peter Basso Associates, Inc Employee Stock Ownership Plan · $20M · 109 · 70th

  • EOY $20M
  • 5500 109
  • ASSETS 70th
  • PCT ESOP
  • EIN near Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan
  • RANK ind #13934

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 →

Peter Basso Associates, Inc Employee Stock Ownership Plan in the asset neighbourhood

Carlson, Brigance and Doering, Inc. Employee Stock Ownership PlanCarlson, Brigance and Doerin…$20MPeter Basso Associates, Inc Employee Stock Ownership PlanPeter Basso Associates, Inc …$20MBliffert Lumber & Fuel Co. Employee Stock Ownership PlanBliffert Lumber & Fuel Co. E…$20MCrown Enterprises, Inc. Employee Stock Ownership PlanCrown Enterprises, Inc. Empl…$20MCommercial Casework, Inc. Employee Stock Ownership PlanCommercial Casework, Inc. Em…$20M
End-of-year total assets ($M) among Peter Basso Associates, Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Michigan filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$16M
Net Income$4M
Employer EIN382924399
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Peter Basso Associates, Inc)

Sponsor-wide plan assets over time

All Peter Basso Associates, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$54M 44.301843467590324% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $37.7M $54.4M ▲ +44.3%
Year Plans Participants Total Assets
2022 2 203 $38M
2023 2 204 $46M
2024 2 226 $54M

Nearby ESOP Plans in Michigan

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

Peter Basso Associates, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants Scatter plot of 6 data points. 05001000150020002500 -0.500.511.52 Total assets ($B) Participants Peter Basso Associates, Inc Employee Stock Ownership Plan, Total assets ($B): 0.019588467 · Participants: 109Peter Basso Associates, 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
Peter Basso Associates, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants
Compare Peter Basso Associates, Inc Employee Stock Ownership Plan side-by-side with 3 peers →

Peter Basso Associates, Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Michigan, the nearest ESOP by assets is Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan in WI ($20M); by covered participants it is Galfab Holdings Inc. Employee Stock Ownership Plan in IL (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Peter Basso Associates, Inc Employee Stock Ownership Plan assets move in 2024? ▼
Peter Basso Associates, Inc Employee Stock Ownership Plan grew sharply - up 24.1% during 2024, from $16M to $20M. Reported net income was $4M.
How have Peter Basso Associates, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peter Basso Associates, Inc's sponsor-wide assets grew 44.3%, from $38M to $54M.
Which ESOP plans are similar in size to Peter Basso Associates, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan in WI ($20M, 286 participants).
Which ESOP plans cover a similar participant headcount to Peter Basso Associates, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Galfab Holdings Inc. Employee Stock Ownership Plan in IL (109 participants, $150K 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 382924399.

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.