ESOP · DOL Form 5500 · 2024

Azon USA, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
36
Participants Small participant base
58th
Percentile by assets National rank
$313,891
Avg per participant High balance/head
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Official DOL plan name: Azon USA, Inc. Employee Stock Ownership Plan · Sponsored by Azon USA, Inc. · Michigan · Manufacturing

$11M in assets, 36 participants

Azon USA, Inc.'s Azon USA, Inc. Employee Stock Ownership Plan reported $11M in total assets and 36 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #7,979 in Manufacturing (17,777 peers)

What the 2024 filing shows

Azon USA, Inc. Employee Stock Ownership Plan holds $11M for 36 participants - about $313,891 per participant, above the median plan by assets.

#7,979
in Manufacturing (17,777 peers)
-5.9%
assets change YoY

The plan reported a net loss of $650K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Azon USA, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$11,300,093 Top 42% higher than 58% 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

Azon USA, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Azon USA, Inc. Employee Stock Ownership Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Azon USA, Inc. Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2023 filing to -$650K in the plan year 2024 filing.
  • Azon USA, Inc. Employee Stock Ownership Plan reported participants rose from 32 in the plan year 2023 filing to 36 in the plan year 2024 filing.
  • Azon USA, Inc. Employee Stock Ownership Plan end-of-year assets fell from $12M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 382144316 · Azon USA, Inc. PY 2024 · ESOP

Azon USA, Inc. Employee Stock Ownership Plan · $11M · 36 · 58th

  • EOY $11M
  • 5500 36
  • ASSETS 58th
  • PCT ESOP
  • EIN near Southwest Automated Security Inc Employee Stock Ownership Plan
  • RANK ind #7979

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 →

Azon USA, Inc. Employee Stock Ownership Plan in the asset neighbourhood

859 US Employee Stock Ownership Plan859 US Employee Stock Owners…$11MAzon USA, Inc. Employee Stock Ownership PlanAzon USA, Inc. Employee Stoc…$11MSouthwest Automated Security Inc Employee Stock Ownership PlanSouthwest Automated Security…$11MNew Holland Church Furniture Employee Stock Ownership PlanNew Holland Church Furniture…$11MAcme Rigging Company, Inc. Employee Stock Ownership PlanAcme Rigging Company, Inc. E…$11M
End-of-year total assets ($M) among Azon USA, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$7M
Net Income-$650K
Employer EIN382144316
Plan Effective Date1994-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Azon USA, Inc.)

Sponsor-wide plan assets over time

All Azon USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 5.70403264113664% vs 2022
2024 filing year
$10.5M$11M$11.5M$12M$12.5M 202220232024 $10.7M $11.3M ▲ +5.7%
Year Plans Participants Total Assets
2022 1 39 $11M
2023 1 32 $12M
2024 1 36 $11M

Nearby ESOP Plans in Michigan

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

Azon USA, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -0.500.511.52 Total assets ($B) Participants Azon USA, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.011300093 · Participants: 36Azon USA, 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
Azon USA, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants
Compare Azon USA, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Michigan, the nearest ESOP by assets is Southwest Automated Security Inc Employee Stock Ownership Plan in TX ($11M); by covered participants it is First Harrison Bank Employee Stock Ownership Plan in IN (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Azon USA, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Azon USA, Inc. Employee Stock Ownership Plan pulled back noticeably - down 5.9% during 2024, from $12M to $11M. Reported net income was -$650K.
How have Azon USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Azon USA, Inc.'s sponsor-wide assets grew 5.7%, from $11M to $11M.
Which ESOP plans are similar in size to Azon USA, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Southwest Automated Security Inc Employee Stock Ownership Plan in TX ($11M, 96 participants).
Which ESOP plans cover a similar participant headcount to Azon USA, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is First Harrison Bank Employee Stock Ownership Plan in IN (36 participants, $2M 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 382144316.

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.