Other
2022 plan-year Other DOL Form 5500

Amicus Capital Holdings, Inc Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Amicus Capital Holdings, Inc · Ohio · Healthcare & Social Assistance

What the 2023 filing shows

Amicus Capital Holdings, Inc Employee Stock Ownership Plan holds $22M for 1,016 participants — about $21,260 per participant, down 20.0% over the 2022 plan year.

$22M
total plan assets (2022 EOY)
1,016
covered participants
$21,260
avg assets per participant
-20.0%
assets change YoY

The plan reported a net loss of $1M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$22M
Participants
1,016
State
Industry
Healthcare & Social Assistance

What the Filing Says About Amicus Capital Holdings, Inc Employee Stock Ownership Plan

Amicus Capital Holdings, Inc Employee Stock Ownership Plan is a Other retirement plan sponsored by Amicus Capital Holdings, Inc, headquartered in Ohio. As of the 2022 Form 5500 filing, the plan reports $22M in total end-of-year assets and covers 1,016 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 854142974, and the plan has been effective since 2021-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $27M at the beginning of 2022 to $22M at year-end — a decline of 20.0%. Net assets (after liabilities) closed the year at $-89,583,693, with reported net income of $-1,418,878 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$27M
Total Assets (End of Year)$22M
Net Assets (End of Year)$-89,583,693
Net Income$-1,418,878
Plan TypeOther
Employer EIN854142974
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Amicus Capital Holdings, Inc)

Year Plans Participants Total Assets
2022 1 1,016 $22M
2023 1 1,102 $26M
2024 1 1,119 $34M

Nearby Other Plans in Ohio

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

Frequently Asked Questions

How much money is in the Amicus Capital Holdings, Inc Employee Stock Ownership Plan?
As of the 2022 Form 5500 filing, Amicus Capital Holdings, Inc Employee Stock Ownership Plan holds $22M in total assets with 1,016 participants. It is sponsored by Amicus Capital Holdings, Inc.
What type of plan is Amicus Capital Holdings, Inc Employee Stock Ownership Plan?
Amicus Capital Holdings, Inc Employee Stock Ownership Plan is a Other plan. It has been effective since 2021-01-01. The plan is filed with the U.S. Department of Labor under EIN 854142974.
Who sponsors the Amicus Capital Holdings, Inc Employee Stock Ownership Plan?
Amicus Capital Holdings, Inc Employee Stock Ownership Plan is sponsored by Amicus Capital Holdings, Inc, located in Ohio. The sponsor's EIN is 854142974 and the plan operates in the Healthcare & Social Assistance industry.
How did Amicus Capital Holdings, Inc Employee Stock Ownership Plan perform in 2022?
Amicus Capital Holdings, Inc Employee Stock Ownership Plan declined by 20.0% during 2022, moving from $27M to $22M in total assets. Net income was $-1,418,878.
Where can I find official filings for Amicus Capital Holdings, Inc Employee Stock Ownership Plan?
Official Form 5500 filings for Amicus Capital Holdings, Inc Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 854142974 or plan name at efast.dol.gov.
How does Amicus Capital Holdings, Inc Employee Stock Ownership Plan compare to other plans?
You can compare Amicus Capital Holdings, Inc Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 854142974.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.