ESOP · DOL Form 5500 · 2022

Acuity Healthcare Holdings, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
498
Participants Below avg headcount
30th
Percentile by assets National rank
$3,186
Avg per participant Low balance/head
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Official DOL plan name: Acuity Healthcare Employee Stock Ownership Plan and Trust · Sponsored by Acuity Healthcare Holdings, Inc. · North Carolina · Healthcare & Social Assistance

$2M in assets, 498 participants

Acuity Healthcare Holdings, Inc.'s Acuity Healthcare Employee Stock Ownership Plan and Trust reported $2M in total assets and 498 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #6,013 in Healthcare & Social Assistance (20,060 peers)

What the 2022 filing shows

Acuity Healthcare Employee Stock Ownership Plan and Trust holds $2M for 498 participants - about $3,186 per participant, in the lower half of filed plans by assets.

#6,013
in Healthcare & Social Assistance (20,060 peers)
-0.1%
assets change YoY

The plan reported a net loss of $952 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Acuity Healthcare Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Acuity Healthcare Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$1,586,667 30th percentile higher than 30% 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

Acuity Healthcare Employee Stock Ownership Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Acuity Healthcare Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (498 participants).

Published 5500 schedule card

Filing strip 465089007 · Acuity Healthcare Holdings, Inc. PY 2022 · ESOP

Acuity Healthcare Employee Stock Ownership Plan and Trust · $2M · 498 · 30th

  • SCH $2M
  • SCH 498
  • SCH 30th
  • SCH ESOP
  • SCH near Pennterra Engineering, Inc. Employee Stock Ownership Plan
  • SCH ind #6013

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 North Carolina →

Acuity Healthcare Employee Stock Ownership Plan and Trust in the asset neighbourhood

Acuity Healthcare Employee Stock Ownership Plan and TrustAcuity Healthcare Employee S…$2MPennterra Engineering, Inc. Employee Stock Ownership PlanPennterra Engineering, Inc. …$2MTabard Corporation Employee Stock Ownership PlanTabard Corporation Employee …$2MBill Few Associates Employee Stock Ownership PlanBill Few Associates Employee…$2MPro-Cut Construction Services, Inc. Employee Stock Ownership PlanPro-Cut Construction Service…$2M
End-of-year total assets ($M) among Acuity Healthcare Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$952
Employer EIN465089007
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Acuity Healthcare Holdings, Inc.)

Sponsor-wide plan assets over time

All Acuity Healthcare Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 3.2625623397978276% vs 2022
2024 filing year
$1.58M$1.6M$1.62M$1.64M$1.66M 202220232024 $1.59M $1.64M ▲ +3.1%
Year Plans Participants Total Assets
2022 1 498 $2M
2023 1 N/A $2M
2024 1 N/A $2M

Nearby ESOP Plans in North Carolina

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

Acuity Healthcare Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Acuity Healthcare Employee Stock Ownership Plan and Trust, Total assets ($B): 0.001586667 · Participants: 498Acuity Healthcare Employee Stock Ownership Plan and TrustOld Dominion 401(k) Retirement Plan, Total assets ($B): 1.794370156 · Participants: 24080Old Dominion 401(k) Retirement PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.183667115 · Participants: 1322Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.082312735 · Participants: 147State Utility Contractors, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.077703602 · Participants: 250Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanMckim & Creed, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.071758417 · Participants: 790Mckim & Creed, Inc. Employee Stock Ownership Plan
Acuity Healthcare Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Acuity Healthcare Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside North Carolina, the nearest ESOP by assets is Pennterra Engineering, Inc. Employee Stock Ownership Plan in PA ($2M); by covered participants it is Dudek Employee Stock Ownership Plan in CA (497 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (498 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 Acuity Healthcare Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Acuity Healthcare Employee Stock Ownership Plan and Trust held essentially flat - down 0.1% during 2022, from $2M to $2M. Reported net income was -$952.
How have Acuity Healthcare Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Acuity Healthcare Holdings, Inc.'s sponsor-wide assets grew 3.3%, from $2M to $2M.
Which ESOP plans are similar in size to Acuity Healthcare Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Pennterra Engineering, Inc. Employee Stock Ownership Plan in PA ($2M, 22 participants).
Which ESOP plans cover a similar participant headcount to Acuity Healthcare Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Dudek Employee Stock Ownership Plan in CA (497 participants, $39M 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 465089007.

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.