ESOP · DOL Form 5500 · 2024

Amg, Inc. ESOP

Data updated 2026-08-25

$27M
Total assets Below avg plan size
112
Participants Small participant base
76th
Percentile by assets National rank
$244,819
Avg per participant Above avg balance/head
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Official DOL plan name: Amg, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Amg, Inc. · Virginia · Manufacturing

$27M in assets, 112 participants

Amg, Inc.'s Amg, Inc. Employee Stock Ownership Plan and Trust reported $27M in total assets and 112 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #11,887 in Manufacturing (17,777 peers)

Coverage in Virginia

Amg, Inc. Employee Stock Ownership Plan and Trust covers 112 participants in Virginia, about 14% of the average Virginia filer (state average ~782 per filing). Assets: $27M.

#11,887
in Manufacturing (17,777 peers)
+1.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Amg, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Amg, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$27,419,719 Top 24% higher than 76% 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

Amg, Inc. Employee Stock Ownership Plan and 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. Amg, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Amg, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $5M in the plan year 2023 filing to $572K in the plan year 2024 filing.
  • Amg, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $27M in the plan year 2023 filing to $27M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 541044632 · Amg, Inc. PY 2024 · ESOP

Amg, Inc. Employee Stock Ownership Plan and Trust · $27M · 112 · 76th

  • RANK $27M
  • RANK 112
  • RANK 76th
  • RANK ESOP
  • RANK near Conrad Fire Equipment Employee Stock Ownership Plan
  • RANK ind #11887

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 Virginia →

Amg, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Chas. W. Ashby Co., Inc. Employee Stock Ownership PlanChas. W. Ashby Co., Inc. Emp…$27MDe Maximis, Inc. Employee Stock Ownership PlanDe Maximis, Inc. Employee St…$27MConrad Fire Equipment Employee Stock Ownership PlanConrad Fire Equipment Employ…$27MAmg, Inc. Employee Stock Ownership Plan and TrustAmg, Inc. Employee Stock Own…$27MBrazill Brothers & Assoc., Inc Employee Stock Ownership PlanBrazill Brothers & Assoc., I…$27M
End-of-year total assets ($M) among Amg, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$27M
Net Income$572K
Employer EIN541044632
Plan Effective Date1988-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Amg, Inc.)

Sponsor-wide plan assets over time

All Amg, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 21.38170573685178% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $34.9M $27.4M ▼ -21.4%
Year Plans Participants Total Assets
2022 2 231 $35M
2023 2 236 $42M
2024 2 234 $27M

Nearby ESOP Plans in Virginia

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

Amg, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Amg, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.027419719 · Participants: 112Amg, Inc. Employee Stock Ownership Plan and TrustNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.333135639 · Participants: 6515Nvr, Inc. Employee Stock Ownership PlanDelta Star Employee Stock Ownership Plan, Total assets ($B): 0.446814442 · Participants: 222Delta Star Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.407104271 · Participants: 1962Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.385752212 · Participants: 1811The Resorts Companies, Inc. Employee Stock Ownership PlanNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.380000537 · Participants: 458New River Electrical Corporation Employee Stock Ownership Plan
Amg, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Amg, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Amg, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Conrad Fire Equipment Employee Stock Ownership Plan in KS ($27M); by covered participants it is R. W. Dake & Co., Inc. Employee Stock Ownership Plan in NY (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Amg, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Amg, Inc. Employee Stock Ownership Plan and Trust edged up modestly - up 1.5% during 2024, from $27M to $27M. Reported net income was $572K.
How have Amg, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amg, Inc.'s sponsor-wide assets declined 21.4%, from $35M to $27M.
Where does Amg, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Amg, Inc. Employee Stock Ownership Plan and Trust ranks in the 76th 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 Amg, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Conrad Fire Equipment Employee Stock Ownership Plan in KS ($27M, 23 participants).
Which ESOP plans cover a similar participant headcount to Amg, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is R. W. Dake & Co., Inc. Employee Stock Ownership Plan in NY (112 participants, $8M 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 541044632.

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.