ESOP · DOL Form 5500 · 2024
Amplified Journey Employee Stock Ownership Trust ESOP
Data updated 2026-08-25
- $760K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $152,000
- Avg per participant Above avg balance/head
Official DOL plan name: Amplified Journey Employee Stock Ownership Plan · Sponsored by Amplified Journey Employee Stock Ownership Trust · Georgia · Finance & Insurance
$760K in assets, 5 participants
Amplified Journey Employee Stock Ownership Trust's Amplified Journey Employee Stock Ownership Plan reported $760K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.
- #990 in Finance & Insurance (8,549 peers)
Amplified Journey Employee Stock Ownership Trust multi-year trail
Amplified Journey Employee Stock Ownership Trust's plans moved +100.0% in assets from 2023 to 2024; this filing shows Amplified Journey Employee Stock Ownership Plan at $760K / 5 participants.
- #990
- in Finance & Insurance (8,549 peers)
- +100.0%
- assets growth YoY
Amplified Journey Employee Stock Ownership Plan among the smaller filed plans by assets
Amplified Journey Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$760,000 21st percentile higher than 21% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Amplified Journey Employee Stock Ownership Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amplified Journey Employee Stock Ownership Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Amplified Journey Employee Stock Ownership Plan end-of-year assets rose from $380K in the plan year 2023 filing to $760K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 934959884 · Amplified Journey Employee Stock Ownership Trust PY 2024 · ESOP
Amplified Journey Employee Stock Ownership Plan · $760K · 5 · 21st
- BOY $760K
- SCH 5
- EBSA 21st
- PART ESOP
- TYPE near Neighborhood Fresh Employee Stock Ownership Plan
- NET ind #990
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 Georgia →
Amplified Journey Employee Stock Ownership Plan in the asset neighbourhood
Amplified Journey Employee Stock Ownership Trust multi-year asset trail
Sponsor-wide plan assets over time
All Amplified Journey Employee Stock Ownership Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $760K 100% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 5 | $380K |
| 2024 | 1 | 5 | $760K |
Amplified Journey Employee Stock Ownership Trust filing trail (2024)
| Total Assets (Beginning of Year) | $380K |
|---|---|
| Net Assets (End of Year) | $760K |
| Net Income | $380K |
| Employer EIN | 934959884 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Georgia
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan $681M · 1,745
- Choate Construction Company Employee Stock Ownership Plan $548M · 494
- Brent Scarbrough & Company Employee Stock Ownership Plan $522M · 485
- Aubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan $281M · 488
- Dixie Plywood and Lumber Company Employee Stock Ownership Plan $231M · 324
Amplified Journey Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Georgia, the nearest ESOP by assets is Neighborhood Fresh Employee Stock Ownership Plan in OH ($760K); by covered participants it is Hts Inc. Employee Stock Ownership Plan in AZ (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($760K here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.