ESOP · DOL Form 5500 · 2024

Fleetwood Group, Inc. ESOP

Data updated 2026-08-11

$13M
Total assets: 102
Participants: 61st
Percentile by assets: $126,464
Avg per participant

Official DOL plan name: Fleetwood Group, Inc. Employee Stock Ownership Plan · Sponsored by Fleetwood Group, Inc. · Michigan · Manufacturing

$13M in assets, 102 participants

Fleetwood Group, Inc.'s Fleetwood Group, Inc. Employee Stock Ownership Plan reported $13M in total assets and 102 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

61st percentile by assets (of 123,622 plans)
#8,579 in Manufacturing (17,777 peers)

Coverage in Michigan

Fleetwood Group, Inc. Employee Stock Ownership Plan covers 102 participants in Michigan, about 16% of the average Michigan filer (state average ~638 per filing). Assets: $13M.

$13M
total plan assets (2024 EOY): 102
covered participants: 61st
percentile by assets (of 123,622 plans): $126,464
avg assets per participant

Where Fleetwood Group, Inc. Employee Stock Ownership Plan sits by total assets

Fleetwood Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$12,899,302 Top 39% higher than 61% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Fleetwood Group, Inc. Employee Stock Ownership Plan reported net income rose from -$536K in the plan year 2023 filing to $2M in the plan year 2024 filing.
Fleetwood Group, Inc. Employee Stock Ownership Plan reported participants fell from 122 in the plan year 2023 filing to 102 in the plan year 2024 filing.
Fleetwood Group, Inc. Employee Stock Ownership Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Michigan

Industry

Manufacturing

Participants vs Michigan filers

In Michigan, the average filing covers about 638 participants across 4,220 plans. Fleetwood Group, Inc. Employee Stock Ownership Plan reports 102 participants - about 16% of that state average ($13M EOY assets).

Michigan filing particulars

Total Assets (Beginning of Year)	$11M
Net Assets (End of Year)	$13M
Net Income	$2M
Employer EIN	381880634
Plan Effective Date	1975-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Fleetwood Group, Inc.)

Total plan assets by year, all Fleetwood Group, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	225	$18M
2023	2	246	$19M
2024	2	213	$21M

Nearby ESOP Plans in Michigan

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

Fleetwood Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants

Mcnaughton-Mckay Electric Company Employee Stock Ownership Plan $1.6B · 1,780
The Kendall Group Employee Stock Ownership Plan $900M · 1,936
Project Worldwide, Inc. Employee Stock Ownership Plan $453M · 1,284
Motor City Electric Co. Employee Stock Ownership Plan $410M · 218
Lee Contracting, Inc. Employee Stock Ownership Plan $250M · 565

Compare Fleetwood Group, Inc. Employee Stock Own… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Fleetwood Group, Inc. Employee Stock Ownership Plan by total assets, not by location.

Mn Builders Employee Stock Ownership Plan () $13M · 88
Rebling Plastics Employee Stock Ownership Plan (PA) $13M · 42
Jaftex Corporation Employee Stock Ownership Plan (NY) $13M · 80
Traditions Bancshares, Inc. Employee Stock Ownership Plan (AL) $13M · 79

Frequently Asked Questions

How did Fleetwood Group, Inc. Employee Stock Ownership Plan assets move in 2024? ▼

Fleetwood Group, Inc. Employee Stock Ownership Plan grew sharply - up 16.1% during 2024, from $11M to $13M. Reported net income was $2M.

How have Fleetwood Group, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Fleetwood Group, Inc.'s sponsor-wide assets grew 15.1%, from $18M to $21M.

Which ESOP plans are similar in size to Fleetwood Group, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Mn Builders Employee Stock Ownership Plan in ($13M, 88 participants).

Next read for Fleetwood Group, Inc. Employee Stock Own…

Filing takeaways

Ways to act on Fleetwood Group, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Fleetwood Group, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Michigan. Compare plans
Fleetwood Group, Inc.'s sponsor-wide assets have grown 15.1% 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 381880634.