ESOP · DOL Form 5500 · 2022

Acct Holdings, Inc. ESOP

Data updated 2026-08-25

$65M
Total assets Below avg plan size
6,164
Participants Above avg headcount
90th
Percentile by assets National rank
$10,577
Avg per participant Low balance/head
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Official DOL plan name: Acct Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Acct Holdings, Inc. · Pennsylvania · Administrative & Support Services

$65M in assets, 6,164 participants

Acct Holdings, Inc.'s Acct Holdings, Inc. Employee Stock Ownership Plan reported $65M in total assets and 6,164 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #4,713 in Administrative & Support Services (4,927 peers)

Coverage in Pennsylvania

Acct Holdings, Inc. Employee Stock Ownership Plan covers 6,164 participants in Pennsylvania, 7.5x the typical Pennsylvania plan (state average ~822 per filing). Assets: $65M.

#4,713
in Administrative & Support Services (4,927 peers)
+31.6%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Acct Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets

Acct Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$65,193,653 Top 10% higher than 90% of 139,123 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 2022

Acct Holdings, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Acct Holdings, Inc. Employee Stock Ownership Plan lands in the large band (6,164 participants).

DOL schedule card

Filing strip 050567511 · Acct Holdings, Inc. PY 2022 · ESOP

Acct Holdings, Inc. Employee Stock Ownership Plan · $65M · 6,164 · 90th

  • BOY $65M
  • SCH 6,164
  • EBSA 90th
  • PART ESOP
  • TYPE near Morrison-Maierle, Inc. Employee Stock Ownership Plan
  • NET ind #4713

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 Pennsylvania →

Acct Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Rpm Group, Inc. Employee Stock Ownership PlanRpm Group, Inc. Employee Sto…$66MTelecare Employee Stock Ownership PlanTelecare Employee Stock Owne…$65MAmerican Legend Services, Inc. Employee Stock Ownership PlanAmerican Legend Services, In…$65MAcct Holdings, Inc. Employee Stock Ownership PlanAcct Holdings, Inc. Employee…$65MMorrison-Maierle, Inc. Employee Stock Ownership PlanMorrison-Maierle, Inc. Emplo…$65M
End-of-year total assets ($M) among Acct Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)-$232M
Net Income$39M
Employer EIN050567511
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Acct Holdings, Inc.)

Sponsor-wide plan assets over time

All Acct Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$90M 37.61539639449257% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $65.2M $89.7M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 6,164 $65M
2023 1 6,885 $85M
2024 1 6,929 $90M

Nearby ESOP Plans in Pennsylvania

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

Acct Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Acct Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.065193653 · Participants: 6164Acct Holdings, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporation Employee Stock Ownership Plan and TrustNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, Inc. Employee Stock Ownership Plan
Acct Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Acct Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Scale composition for Acct Holdings, Inc. Employee Stock Ownership Plan

Acct Holdings, Inc. Employee Stock Ownership Plan reports $65M in end-of-year assets across 6,164 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $10,577 per participant (8% of the national average assets-per-participant) . Net income for plan year 2022 was $39M.

This plan identity (EIN 050567511, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $65M to $90M (+37.6%) while covered participants moved from 6,164 to 6,929 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 6,164 $65M This page
2023 6,885 $85M Open filing
2024 · index core 6,929 $90M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

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

Outside Pennsylvania, the nearest ESOP by assets is Morrison-Maierle, Inc. Employee Stock Ownership Plan in MT ($65M); by covered participants it is Friends & Family Prevailing Wage ESOP Retirement Plan in NY (6,184 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6,164 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Acct Holdings, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Acct Holdings, Inc. Employee Stock Ownership Plan surged - up 31.6% during 2022, from $50M to $65M. Reported net income was $39M.
How have Acct Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Acct Holdings, Inc.'s sponsor-wide assets grew 37.6%, from $65M to $90M.
Where does Acct Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Acct Holdings, Inc. Employee Stock Ownership Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Acct Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Morrison-Maierle, Inc. Employee Stock Ownership Plan in MT ($65M, 274 participants).
Which ESOP plans cover a similar participant headcount to Acct Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Friends & Family Prevailing Wage ESOP Retirement Plan in NY (6,184 participants, $26M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 050567511.

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.