ESOP · DOL Form 5500 · 2024

Amg 2.0 Holdco, Inc. ESOP

Data updated 2026-08-25

$115M
Total assets Near avg plan size
502
Participants Below avg headcount
91st
Percentile by assets National rank
$230,070
Avg per participant Above avg balance/head
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Official DOL plan name: Amg Employee Stock Ownership Plan · Sponsored by Amg 2.0 Holdco, Inc. · Louisiana · Healthcare & Social Assistance

$115M in assets, 502 participants

Amg 2.0 Holdco, Inc.'s Amg Employee Stock Ownership Plan reported $115M in total assets and 502 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #15,638 in Healthcare & Social Assistance (16,916 peers)

Where Amg Employee Stock Ownership Plan sits by assets

Amg Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $115M for 502 participants (~$230,070/participant), up 23.2% in 2024.

#15,638
in Healthcare & Social Assistance (16,916 peers)
+23.2%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Amg Employee Stock Ownership Plan's outsized position by total assets

Amg Employee Stock Ownership Plan vs every filed plan by assets

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

$115,495,001 Top 9% higher than 91% 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 Employee Stock Ownership Plan 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 Employee Stock Ownership Plan sits mid-pack in the medium band (502 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Amg Employee Stock Ownership Plan reported net income rose from $11M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Amg Employee Stock Ownership Plan end-of-year assets rose from $94M in the plan year 2023 filing to $115M in the plan year 2024 filing.
  • Amg Employee Stock Ownership Plan reported participants rose from 487 in the plan year 2023 filing to 502 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 842872891 · Amg 2.0 Holdco, Inc. PY 2024 · ESOP

Amg Employee Stock Ownership Plan · $115M · 502 · 91st

  • RANK $115M
  • PHOTO 502
  • IND 91st
  • EOY ESOP
  • 5500 near Thrifty Drug Stores Inc Employee Stock Ownership Plan
  • ASSETS ind #15638

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 Louisiana →

Amg Employee Stock Ownership Plan in the asset neighbourhood

The Boldt Group, Inc. Employee Stock Ownership PlanThe Boldt Group, Inc. Employ…$116MThrifty Drug Stores Inc Employee Stock Ownership PlanThrifty Drug Stores Inc Empl…$116MAmg Employee Stock Ownership PlanAmg Employee Stock Ownership…$115MPpl Employee Stock Ownership PlanPpl Employee Stock Ownership…$115MCornerstone Controls, Inc. Employee Stock Ownership PlanCornerstone Controls, Inc. E…$115M
End-of-year total assets ($M) among Amg Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$94M
Net Assets (End of Year)$72M
Net Income$23M
Employer EIN842872891
Plan Effective Date2019-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Amg 2.0 Holdco, Inc.)

Sponsor-wide plan assets over time

All Amg 2.0 Holdco, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$115M 37.56901245722863% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $84M $116M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 439 $84M
2023 1 487 $94M
2024 1 502 $115M

Nearby ESOP Plans in Louisiana

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

Amg Employee Stock Ownership Plan vs. nearby ESOP plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 0200400600800 Total assets ($M) Participants Amg Employee Stock Ownership Plan, Total assets ($M): 115.495001 · Participants: 502Amg Employee Stock Ownership PlanMagnolia Employee Stock Ownership Plan, Total assets ($M): 731.482952 · Participants: 745Magnolia Employee Stock Ownership PlanAcadian Ambulance Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 528.169396 · Participants: 3705Acadian Ambulance Service, Inc. Employee Stock Ownership PlanRogers Manufacturing Corporation Employee Stock Ownership Plan, Total assets ($M): 160.596658 · Participants: 142Rogers Manufacturing Corporation Employee Stock Ownership PlanMcelroy Metal Mill, Inc. Employee Stock Ownership Plan, Total assets ($M): 142.07737 · Participants: 573Mcelroy Metal Mill, Inc. Employee Stock Ownership PlanGulf Coast Bank & Trust Company Employee Stock Ownership Plan, Total assets ($M): 139.403332 · Participants: 867Gulf Coast Bank & Trust Company Employee Stock Ownership Plan
Amg Employee Stock Ownership Plan vs. nearby ESOP plans in Louisiana, assets vs. participants
Compare Amg Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Louisiana, the nearest ESOP by assets is Thrifty Drug Stores Inc Employee Stock Ownership Plan in MN ($116M); by covered participants it is O'neil Industries, Inc. Employee Stock Ownership Plan in IL (502 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (502 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 Employee Stock Ownership Plan assets move in 2024? ▼
Amg Employee Stock Ownership Plan grew sharply - up 23.2% during 2024, from $94M to $115M. Reported net income was $23M.
How have Amg 2.0 Holdco, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amg 2.0 Holdco, Inc.'s sponsor-wide assets grew 37.6%, from $84M to $115M.
Where does Amg Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Amg Employee Stock Ownership Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Amg Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Thrifty Drug Stores Inc Employee Stock Ownership Plan in MN ($116M, 986 participants).
Which ESOP plans cover a similar participant headcount to Amg Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is O'neil Industries, Inc. Employee Stock Ownership Plan in IL (502 participants, $67M 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 842872891.

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.