ESOP · DOL Form 5500 · 2024

American Consulting Services, Inc. ESOP

Data updated 2026-08-25

$35M
Total assets Below avg plan size
432
Participants Below avg headcount
80th
Percentile by assets National rank
$80,983
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: American Stock, Savings and Employee Trust · Sponsored by American Consulting Services, Inc. · Minnesota · Finance & Insurance

$35M in assets, 432 participants

American Consulting Services, Inc.'s American Stock, Savings and Employee Trust reported $35M in total assets and 432 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,824 in Finance & Insurance (8,549 peers)

Coverage in Minnesota

American Stock, Savings and Employee Trust covers 432 participants in Minnesota, about 38% of the average Minnesota filer (state average ~1,126 per filing). Assets: $35M.

#5,824
in Finance & Insurance (8,549 peers)
+9.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

American Stock, Savings and Employee Trust's outsized position by total assets

American Stock, Savings and Employee Trust vs every filed plan by assets

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

$34,984,727 Top 20% higher than 80% 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

American Stock, Savings and Employee Trust 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. American Stock, Savings and Employee Trust sits mid-pack in the medium band (432 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • American Stock, Savings and Employee Trust reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • American Stock, Savings and Employee Trust end-of-year assets rose from $32M in the plan year 2023 filing to $35M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 411646055 · American Consulting Services, Inc. PY 2024 · ESOP

American Stock, Savings and Employee Trust · $35M · 432 · 80th

  • IND $35M
  • EOY 432
  • 5500 80th
  • ASSETS ESOP
  • PCT near Raffertys, Inc. Employee Stock Ownership Plan
  • EIN ind #5824

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 Minnesota →

American Stock, Savings and Employee Trust in the asset neighbourhood

Global Tax Management, Inc. Employee Stock Ownership PlanGlobal Tax Management, Inc. …$35M1a Auto, Inc. Employee Stock Ownership Plan1a Auto, Inc. Employee Stock…$35MHaberfeld Holdings, Inc. Employee Stock Ownership PlanHaberfeld Holdings, Inc. Emp…$35MRaffertys, Inc. Employee Stock Ownership PlanRaffertys, Inc. Employee Sto…$35MAmerican Stock, Savings and Employee TrustAmerican Stock, Savings and …$35M
End-of-year total assets ($M) among American Stock, Savings and Employee Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$35M
Net Income$5M
Employer EIN411646055
Plan Effective Date1990-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Consulting Services, Inc.)

Sponsor-wide plan assets over time

All American Consulting Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$84M 14.9591292842606% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $73.2M $84.2M ▲ +15.0%
Year Plans Participants Total Assets
2022 1 366 $73M
2023 1 431 $32M
2024 2 868 $84M

Nearby ESOP Plans in Minnesota

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

American Stock, Savings and Employee Trust vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -500050010001500 Total assets ($M) Participants American Stock, Savings and Employee Trust, Total assets ($M): 34.984727 · Participants: 432American Stock, Savings and Employee TrustAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 962.686911 · Participants: 12104Andersen Corporation Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 593.784492 · Participants: 490Landscape Structures, Inc. Employee Stock Ownership Plan and TrustKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 593.525018 · Participants: 782Kingdom Enterprises, Inc. Employee Stock Ownership PlanForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 472.716981 · Participants: 615Force America Inc. Employee Stock Ownership PlanAblenet, Inc. Employee Stock Ownership Plan, Total assets ($M): 459.837439 · Participants: 134Ablenet, Inc. Employee Stock Ownership Plan
American Stock, Savings and Employee Trust vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare American Stock, Savings and Employee Trust side-by-side with 3 peers →

American Stock, Savings and Employee Trust's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Raffertys, Inc. Employee Stock Ownership Plan in KY ($35M); by covered participants it is Roy's Holding's, Inc. Employee Stock Ownership Plan in HI (432 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (432 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 American Stock, Savings and Employee Trust assets move in 2024? ▼
American Stock, Savings and Employee Trust grew at a solid clip - up 9.5% during 2024, from $32M to $35M. Reported net income was $5M.
How have American Consulting Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Consulting Services, Inc.'s sponsor-wide assets grew 15.0%, from $73M to $84M.
Where does American Stock, Savings and Employee Trust rank by assets among Form 5500 filers? ▼
American Stock, Savings and Employee Trust ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to American Stock, Savings and Employee Trust? ▼
Among ESOP plans in other states, the closest by assets is Raffertys, Inc. Employee Stock Ownership Plan in KY ($35M, 964 participants).
Which ESOP plans cover a similar participant headcount to American Stock, Savings and Employee Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Roy's Holding's, Inc. Employee Stock Ownership Plan in HI (432 participants, $18M 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 411646055.

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.