ESOP · DOL Form 5500 · 2023

National Automobile Club ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
33
Participants Small participant base
36th
Percentile by assets National rank
$95,577
Avg per participant Below avg balance/head
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Official DOL plan name: National Automobile Club Employee Stock Ownership Plan · Sponsored by National Automobile Club · California · Transportation & Warehousing

$3M in assets, 33 participants

National Automobile Club's National Automobile Club Employee Stock Ownership Plan reported $3M in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #1,205 in Transportation & Warehousing (3,362 peers)

National Automobile Club multi-year trail

National Automobile Club's plans moved -92.9% in assets from 2022 to 2024; this filing shows National Automobile Club Employee Stock Ownership Plan at $3M / 33 participants.

#1,205
in Transportation & Warehousing (3,362 peers)
-19.7%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

National Automobile Club Employee Stock Ownership Plan's mid-pack asset rank among Transportation & Warehousing and all filers

National Automobile Club Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,154,034 36th percentile higher than 36% of 127,068 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 2023

National Automobile Club Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Automobile Club Employee Stock Ownership Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • National Automobile Club Employee Stock Ownership Plan reported net income fell from $909K in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • National Automobile Club Employee Stock Ownership Plan end-of-year assets fell from $4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • National Automobile Club Employee Stock Ownership Plan reported participants fell from 36 in the plan year 2022 filing to 33 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 940706420 · National Automobile Club PY 2023 · ESOP

National Automobile Club Employee Stock Ownership Plan · $3M · 33 · 36th

  • EOY $3M
  • 5500 33
  • ASSETS 36th
  • PCT ESOP
  • EIN near Huntingdon Valley Bank Employee Stock Ownership Plan
  • RANK ind #1205

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 California →

National Automobile Club Employee Stock Ownership Plan in the asset neighbourhood

Electro-Term, Inc. Employee Stock Ownership PlanElectro-Term, Inc. Employee …$3MDowneast Machine and Engineering, Inc. Employee Stock Ownership PlanDowneast Machine and Enginee…$3MMonterrey Tile Az Employee Stock Ownership PlanMonterrey Tile Az Employee S…$3MNational Automobile Club Employee Stock Ownership PlanNational Automobile Club Emp…$3MHuntingdon Valley Bank Employee Stock Ownership PlanHuntingdon Valley Bank Emplo…$3M
End-of-year total assets ($M) among National Automobile Club Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

National Automobile Club multi-year asset trail

Sponsor-wide plan assets over time

All National Automobile Club plans reported in each filing year

Latest sponsor-wide plan assets
$277K 92.94983790783812% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $3.93M $0.28M ▼ -92.9%
Year Plans Participants Total Assets
2022 1 36 $4M
2023 1 33 $3M
2024 1 33 $277K

National Automobile Club filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$567K
Net Income-$3M
Employer EIN940706420
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

National Automobile Club Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants National Automobile Club Employee Stock Ownership Plan, Total assets ($B): 0.003154034 · Participants: 33National Automobile Club Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
National Automobile Club Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare National Automobile Club Employee Stock Ownership Plan side-by-side with 3 peers →

National Automobile Club Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Huntingdon Valley Bank Employee Stock Ownership Plan in PA ($3M); by covered participants it is Mcfarling Foods, Inc. Employee Stock Ownership Plan II in IN (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did National Automobile Club Employee Stock Ownership Plan assets move in 2023? ▼
National Automobile Club Employee Stock Ownership Plan declined sharply - down 19.7% during 2023, from $4M to $3M. Reported net income was -$3M.
How have National Automobile Club plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Automobile Club's sponsor-wide assets declined 92.9%, from $4M to $277K.
Which ESOP plans are similar in size to National Automobile Club Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Huntingdon Valley Bank Employee Stock Ownership Plan in PA ($3M, 100 participants).
Which ESOP plans cover a similar participant headcount to National Automobile Club Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mcfarling Foods, Inc. Employee Stock Ownership Plan II in IN (33 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 940706420.

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.