ESOP · DOL Form 5500 · 2024

Fleetwood Group, Inc. ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
102
Participants Small participant base
61st
Percentile by assets National rank
$126,464
Avg per participant Near avg balance/head
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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.

  • #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.

#8,579
in Manufacturing (17,777 peers)
+16.1%
assets growth YoY

Fleetwood Group, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

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

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

Fleetwood Group, Inc. 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. Fleetwood Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2023 → 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 →

EBSA filing schedule strip

Filing strip 381880634 · Fleetwood Group, Inc. PY 2024 · ESOP

Fleetwood Group, Inc. Employee Stock Ownership Plan · $13M · 102 · 61st

  • SCH $13M
  • SCH 102
  • SCH 61st
  • SCH ESOP
  • SCH near Mn Builders Employee Stock Ownership Plan
  • SCH ind #8579

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 Michigan →

Fleetwood Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Jaftex Corporation Employee Stock Ownership PlanJaftex Corporation Employee …$13MFleetwood Group, Inc. Employee Stock Ownership PlanFleetwood Group, Inc. Employ…$13MMn Builders Employee Stock Ownership PlanMn Builders Employee Stock O…$13MRebling Plastics Employee Stock Ownership PlanRebling Plastics Employee St…$13MTraditions Bancshares, Inc. Employee Stock Ownership PlanTraditions Bancshares, Inc. …$13M
End-of-year total assets ($M) among Fleetwood Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Michigan filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN381880634
Plan Effective Date1975-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fleetwood Group, Inc.)

Sponsor-wide plan assets over time

All Fleetwood Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 15.051301099476955% vs 2022
2024 filing year
$18M$19M$20M$21M$22M 202220232024 $18.5M $21.3M ▲ +15.0%
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 Scatter plot of 6 data points. 05001000150020002500 -0.500.511.52 Total assets ($B) Participants Fleetwood Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.012899302 · Participants: 102Fleetwood Group, Inc. Employee Stock Ownership PlanMcnaughton-Mckay Electric Company Employee Stock Ownership Plan, Total assets ($B): 1.551258212 · Participants: 1780Mcnaughton-Mckay Electric Company Employee Stock Ownership PlanThe Kendall Group Employee Stock Ownership Plan, Total assets ($B): 0.899849551 · Participants: 1936The Kendall Group Employee Stock Ownership PlanProject Worldwide, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.452711138 · Participants: 1284Project Worldwide, Inc. Employee Stock Ownership PlanMotor City Electric Co. Employee Stock Ownership Plan, Total assets ($B): 0.410252812 · Participants: 218Motor City Electric Co. Employee Stock Ownership PlanLee Contracting, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.250474411 · Participants: 565Lee Contracting, Inc. Employee Stock Ownership Plan
Fleetwood Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants
Compare Fleetwood Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Michigan, the nearest ESOP by assets is Mn Builders Employee Stock Ownership Plan in ($13M); by covered participants it is Airpro Fan & Blower Company Employee Stock Ownership Plan in WI (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 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).
Which ESOP plans cover a similar participant headcount to Fleetwood Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Airpro Fan & Blower Company Employee Stock Ownership Plan in WI (102 participants, $25M 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 381880634.

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.