ESOP · DOL Form 5500 · 2024

Advanced Management Solutions, Inc. ESOP

Data updated 2026-08-25

$154K
Total assets Small plan by assets
8
Participants Small participant base
9th
Percentile by assets National rank
$19,283
Avg per participant Low balance/head
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Official DOL plan name: Ams Employee Stock Ownership Plan · Sponsored by Advanced Management Solutions, Inc. · New York · Administrative & Support Services

$154K in assets, 8 participants

Advanced Management Solutions, Inc.'s Ams Employee Stock Ownership Plan reported $154K in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 9th 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.

  • #901 in Administrative & Support Services (4,368 peers)

Advanced Management Solutions, Inc. multi-year trail

Advanced Management Solutions, Inc.'s plans moved +671.3% in assets from 2022 to 2024; this filing shows Ams Employee Stock Ownership Plan at $154K / 8 participants.

#901
in Administrative & Support Services (4,368 peers)
+873.3%
assets growth YoY

Ams Employee Stock Ownership Plan among the smaller filed plans by assets

Ams Employee Stock Ownership Plan vs every filed plan by assets

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

$154,260 9th percentile higher than 9% 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 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. Ams Employee Stock Ownership Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ams Employee Stock Ownership Plan reported net income rose from -$4K in the plan year 2023 filing to $138K in the plan year 2024 filing.
  • Ams Employee Stock Ownership Plan end-of-year assets rose from $16K in the plan year 2023 filing to $154K in the plan year 2024 filing.
  • Ams Employee Stock Ownership Plan reported participants fell from 9 in the plan year 2023 filing to 8 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 884072706 · Advanced Management Solutions, Inc. PY 2024 · ESOP

Ams Employee Stock Ownership Plan · $154K · 8 · 9th

  • SCH $154K
  • EBSA 8
  • PART 9th
  • TYPE ESOP
  • NET near Topflight Corporation Employee Stock Bonus Plan
  • BOOK ind #901

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 New York →

Ams Employee Stock Ownership Plan in the asset neighbourhood

Howards Appliances, Inc. Employee Stock Ownership PlanHowards Appliances, Inc. Emp…$158KAms Employee Stock Ownership PlanAms Employee Stock Ownership…$154KTopflight Corporation Employee Stock Bonus PlanTopflight Corporation Employ…$154KGuzzardo School of Music & Store, Inc. Employee Stock Ownership PlanGuzzardo School of Music & S…$154KGraphicast, Inc. Employee Stock Ownership PlanGraphicast, Inc. Employee St…$153K
End-of-year total assets ($M) among Ams Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Advanced Management Solutions, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Advanced Management Solutions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$154K 671.3% vs 2022
2024 filing year
$0M$0.05M$0.1M$0.15M$0.2M 202220232024 $0.02M $0.15M ▲ +650.0%
Year Plans Participants Total Assets
2022 1 11 $20K
2023 1 9 $16K
2024 1 8 $154K

Advanced Management Solutions, Inc. filing trail (2024)

Total Assets (Beginning of Year)$16K
Net Assets (End of Year)$154K
Net Income$138K
Employer EIN884072706
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

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

Ams Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Ams Employee Stock Ownership Plan, Total assets ($M): 0.15426 · Participants: 8Ams Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 896.840227 · Participants: 3483Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 450.776522 · Participants: 3042North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 306.094988 · Participants: 3209Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 254.362741 · Participants: 1716Greenman-Pedersen, Inc. Employee Stock Ownership PlanMarshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 234.345888 · Participants: 518Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan
Ams Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Ams Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New York, the nearest ESOP by assets is Topflight Corporation Employee Stock Bonus Plan in PA ($154K); by covered participants it is Datapro Solutions, Inc. Employee Stock Ownership Plan in WA (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Ams Employee Stock Ownership Plan assets move in 2024? ▼
Ams Employee Stock Ownership Plan surged - up 873.3% during 2024, from $16K to $154K. Reported net income was $138K.
How have Advanced Management Solutions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advanced Management Solutions, Inc.'s sponsor-wide assets grew 671.3%, from $20K to $154K.
Where does Ams Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ams Employee Stock Ownership Plan ranks in the 9th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Ams Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Topflight Corporation Employee Stock Bonus Plan in PA ($154K, 62 participants).
Which ESOP plans cover a similar participant headcount to Ams Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Datapro Solutions, Inc. Employee Stock Ownership Plan in WA (8 participants, $309K 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 884072706.

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.