ESOP · DOL Form 5500 · 2024

Asm Affiliates, Inc ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
96
Participants Small participant base
51st
Percentile by assets National rank
$83,011
Avg per participant Below avg balance/head
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Official DOL plan name: Asm Affiliates Employee Stock Ownership Plan and Trust · Sponsored by Asm Affiliates, Inc · California · Professional & Technical Services

$8M in assets, 96 participants

Asm Affiliates, Inc's Asm Affiliates Employee Stock Ownership Plan and Trust reported $8M in total assets and 96 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #9,900 in Professional & Technical Services (20,173 peers)

Asm Affiliates, Inc multi-year trail

Asm Affiliates, Inc's plans moved +15.6% in assets from 2022 to 2024; this filing shows Asm Affiliates Employee Stock Ownership Plan and Trust at $8M / 96 participants.

#9,900
in Professional & Technical Services (20,173 peers)
+26.0%
assets growth YoY

Asm Affiliates Employee Stock Ownership Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Asm Affiliates Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$7,969,095 Top 49% higher than 51% 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

Asm Affiliates Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Asm Affiliates Employee Stock Ownership Plan and Trust is a small filing (96 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Asm Affiliates Employee Stock Ownership Plan and Trust reported net income rose from -$565K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Asm Affiliates Employee Stock Ownership Plan and Trust end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Asm Affiliates Employee Stock Ownership Plan and Trust reported participants rose from 78 in the plan year 2023 filing to 96 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 953163341 · Asm Affiliates, Inc PY 2024 · ESOP

Asm Affiliates Employee Stock Ownership Plan and Trust · $8M · 96 · 51st

  • RANK $8M
  • PHOTO 96
  • IND 51st
  • EOY ESOP
  • 5500 near Commodity Control Corporation Employee Stock Ownership Plan
  • ASSETS ind #9900

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 California →

Asm Affiliates Employee Stock Ownership Plan and Trust in the asset neighbourhood

J.T. Cullen Co., Inc. Employee Stock Ownership PlanJ.T. Cullen Co., Inc. Employ…$8MAsm Affiliates Employee Stock Ownership Plan and TrustAsm Affiliates Employee Stoc…$8MCommodity Control Corporation Employee Stock Ownership PlanCommodity Control Corporatio…$8MTeksouth Corporation Employee Stock Ownership PlanTeksouth Corporation Employe…$8MU. S. Engineering Company Holdings Employee Stock Ownership Plan & TrustU. S. Engineering Company Ho…$8M
End-of-year total assets ($M) among Asm Affiliates Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Asm Affiliates, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Asm Affiliates, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$8M 15.641799985459691% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M$8.5M 202220232024 $6.89M $7.97M ▲ +15.7%
Year Plans Participants Total Assets
2022 1 75 $7M
2023 1 78 $6M
2024 1 96 $8M

Asm Affiliates, Inc filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN953163341
Plan Effective Date2010-03-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Asm Affiliates Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Asm Affiliates Employee Stock Ownership Plan and Trust, Total assets ($B): 0.007969095 · Participants: 96Asm Affiliates Employee Stock Ownership Plan and TrustParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Asm Affiliates Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants
Compare Asm Affiliates Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Commodity Control Corporation Employee Stock Ownership Plan in FL ($8M); by covered participants it is Lester Electrical of Nebraska, Inc. Employee Stock Ownership Plan and Trust in NE (96 participants). Same-state nearby plans are listed separately above.

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 Asm Affiliates Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Asm Affiliates Employee Stock Ownership Plan and Trust grew sharply - up 26.0% during 2024, from $6M to $8M. Reported net income was $2M.
How have Asm Affiliates, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Asm Affiliates, Inc's sponsor-wide assets grew 15.6%, from $7M to $8M.
Which ESOP plans are similar in size to Asm Affiliates Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Commodity Control Corporation Employee Stock Ownership Plan in FL ($8M, 25 participants).
Which ESOP plans cover a similar participant headcount to Asm Affiliates Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Lester Electrical of Nebraska, Inc. Employee Stock Ownership Plan and Trust in NE (96 participants, $5M 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 953163341.

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.