ESOP · DOL Form 5500 · 2022

Abt Associates Inc. ESOP

Data updated 2026-08-25

$312M
Total assets Above avg plan size
2,426
Participants Above avg headcount
97th
Percentile by assets National rank
$128,680
Avg per participant Near avg balance/head
PlainRetire home → About this data

Official DOL plan name: Abt Associates Inc. Employees Stock Ownership Plan · Sponsored by Abt Associates Inc. · Massachusetts · Professional & Technical Services

$312M in assets, 2,426 participants

Abt Associates Inc.'s Abt Associates Inc. Employees Stock Ownership Plan reported $312M in total assets and 2,426 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #21,081 in Professional & Technical Services (21,562 peers)

Coverage in Massachusetts

Abt Associates Inc. Employees Stock Ownership Plan covers 2,426 participants in Massachusetts, 3.7x the typical Massachusetts plan (state average ~659 per filing). Assets: $312M.

#21,081
in Professional & Technical Services (21,562 peers)
+1.5%
assets growth YoY
3.1×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Abt Associates Inc. Employees Stock Ownership Plan's outsized position by total assets

Abt Associates Inc. Employees Stock Ownership Plan vs every filed plan by assets

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

$312,177,588 Top 3% higher than 97% 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

Abt Associates Inc. Employees 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. Abt Associates Inc. Employees Stock Ownership Plan lands in the large band (2,426 participants).

Published 5500 schedule card

Filing strip 042347643 · Abt Associates Inc. PY 2022 · ESOP

Abt Associates Inc. Employees Stock Ownership Plan · $312M · 2,426 · 97th

  • IND $312M
  • IND 2,426
  • IND 97th
  • IND ESOP
  • IND near Polaris Inc. Employee Stock Ownership Plan
  • IND ind #21081

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 Massachusetts →

Abt Associates Inc. Employees Stock Ownership Plan in the asset neighbourhood

Polaris Inc. Employee Stock Ownership PlanPolaris Inc. Employee Stock …$313MAbt Associates Inc. Employees Stock Ownership PlanAbt Associates Inc. Employee…$312MNewage Industries, Inc. Employee Stock Ownership PlanNewage Industries, Inc. Empl…$310MNibco Inc. Employee Stock Ownership PlanNibco Inc. Employee Stock Ow…$310MRsr Employee Stock Ownership PlanRsr Employee Stock Ownership…$310M
End-of-year total assets ($M) among Abt Associates Inc. Employees Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$307M
Net Assets (End of Year)$288M
Net Income-$5M
Employer EIN042347643
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Massachusetts

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

Abt Associates Inc. Employees Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 050010001500200025003000 200300400500600 Total assets ($M) Participants Abt Associates Inc. Employees Stock Ownership Plan, Total assets ($M): 312.177588 · Participants: 2426Abt Associates Inc. Employees Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 495.023943 · Participants: 1315Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 380.839397 · Participants: 193The Gillette Company Employee Stock Ownership PlanNew England Biolabs, Inc. Voting Stock Ownership Plan, Total assets ($M): 272.105333 · Participants: 386New England Biolabs, Inc. Voting Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 258.836117 · Participants: 1646Eastern Bank Employee Stock Ownership PlanShawmut Group Employee Stock Ownership Plan, Total assets ($M): 234.269486 · Participants: 690Shawmut Group Employee Stock Ownership Plan
Abt Associates Inc. Employees Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Abt Associates Inc. Employees Stock Ownership Plan side-by-side with 3 peers →

Abt Associates Inc. Employees Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Polaris Inc. Employee Stock Ownership Plan in MN ($313M); by covered participants it is Harps Food Stores, Inc. Employee Stock Ownership Plan in AR (2,351 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($312M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,426 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 Abt Associates Inc. Employees Stock Ownership Plan assets move in 2022? ▼
Abt Associates Inc. Employees Stock Ownership Plan edged up modestly - up 1.5% during 2022, from $307M to $312M. Reported net income was -$5M.
Where does Abt Associates Inc. Employees Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Abt Associates Inc. Employees Stock Ownership Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Abt Associates Inc. Employees Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Polaris Inc. Employee Stock Ownership Plan in MN ($313M, 7,981 participants).
Which ESOP plans cover a similar participant headcount to Abt Associates Inc. Employees Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Harps Food Stores, Inc. Employee Stock Ownership Plan in AR (2,351 participants, $304M 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 042347643.

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.