ESOP · DOL Form 5500 · 2024

Amg, Inc. ESOP

Data updated 2026-08-11

$27M
Total assets
112
Participants
76th
Percentile by assets
$244,819
Avg per participant
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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.

  • 76th percentile by assets (of 123,622 plans)
  • #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.

$27M
total plan assets (2024 EOY)
112
covered participants
76th
percentile by assets (of 123,622 plans)
$244,819
avg assets per participant

Where Amg, Inc. Employee Stock Ownership Plan and Trust sits 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 $2,010,000,000 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

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 →

State
Virginia
Industry
Manufacturing

Participants vs Virginia filers

In Virginia, the average filing covers about 782 participants across 3,655 plans. Amg, Inc. Employee Stock Ownership Plan and Trust reports 112 participants - about 14% of that state average ($27M EOY assets).

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.)

$25M$30M$35M$40M$45M 202220232024 $34.9M $27.4M ▼ -21.4%
Total plan assets by year, all Amg, Inc. plans on file
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 ($B) Participants Amg, Inc. Employee S…, Total assets ($B): 0.027419719 · Participants: 112Amg, Inc. Employee S…Nvr, Inc. Employee S…, Total assets ($B): 1.333135639 · Participants: 6515Nvr, Inc. Employee S…Delta Star Employee …, Total assets ($B): 0.446814442 · Participants: 222Delta Star Employee …Modern Technology So…, Total assets ($B): 0.407104271 · Participants: 1962Modern Technology So…The Resorts Companie…, Total assets ($B): 0.385752212 · Participants: 1811The Resorts Companie…New River Electrical…, Total assets ($B): 0.380000537 · Participants: 458New River Electrical…
Amg, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Amg, Inc. Employee Stock Ownership Plan … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Amg, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.

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).

Next read for Amg, Inc. Employee Stock Ownership Plan …

Filing takeaways

Ways to act on Amg, Inc. Employee Stock Ownership Plan and Trust's numbers.

  • By total assets, Amg, Inc. Employee Stock Ownership Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Virginia. Compare plans
  • Amg, Inc.'s sponsor-wide assets have declined 21.4% since 2022 across 3 plan years on file. More Manufacturing plans

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.