ESOP · DOL Form 5500 · 2023

Bdo USA, P.C. ESOP

Data updated 2026-08-25

$915M
Total assets Above avg plan size
10,168
Participants Very large workforce
98th
Percentile by assets National rank
$90,035
Avg per participant Below avg balance/head
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Official DOL plan name: Bdo USA Employee Stock Ownership Plan · Sponsored by Bdo USA, P.C. · Illinois · Professional & Technical Services

$915M in assets, 10,168 participants

Bdo USA, P.C.'s Bdo USA Employee Stock Ownership Plan reported $915M in total assets and 10,168 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #20,116 in Professional & Technical Services (20,321 peers)

Coverage in Illinois

Bdo USA Employee Stock Ownership Plan covers 10,168 participants in Illinois, 13x the typical Illinois plan (state average ~779 per filing). Assets: $915M.

#20,116
in Professional & Technical Services (20,321 peers)
-$369M
reported net income
9.2×
vs typical plan assets (national mean)

The plan reported a net loss of $369M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bdo USA Employee Stock Ownership Plan's outsized position by total assets

Bdo USA Employee Stock Ownership Plan vs every filed plan by assets

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

$915,478,630 Top 2% higher than 98% 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

Bdo USA Employee Stock Ownership Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bdo USA Employee Stock Ownership Plan is a mega filing (10,168 participants), the rightmost band on the breakdown.

Plan-year Form 5500 strip

Filing strip 135381590 · Bdo USA, P.C. PY 2023 · ESOP

Bdo USA Employee Stock Ownership Plan · $915M · 10,168 · 98th

  • TYPE $915M
  • NET 10,168
  • BOOK 98th
  • VS-ST ESOP
  • BOY near Andersen Corporation Employee Stock Ownership Plan
  • SCH ind #20116

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 Illinois →

Bdo USA Employee Stock Ownership Plan in the asset neighbourhood

Bdo USA Employee Stock Ownership PlanBdo USA Employee Stock Owner…$915MAndersen Corporation Employee Stock Ownership PlanAndersen Corporation Employe…$899MHighland Homes Employee Stock Ownership PlanHighland Homes Employee Stoc…$885MStewart's Shops Corp Employee Stock Ownership PlanStewart's Shops Corp Employe…$877MEmployee Owned Brands, Inc. Employee Stock Ownership PlanEmployee Owned Brands, Inc. …$864M
End-of-year total assets ($M) among Bdo USA Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$369M
Net Income-$369M
Employer EIN135381590
Plan Effective Date2023-08-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Bdo USA, P.C.)

Sponsor-wide plan assets over time

All Bdo USA, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3.0B 98.57821269610334% vs 2022
2024 filing year
$1B$2B$3B$4B 202220232024 $1.51B $3.01B ▲ +99.3%
Year Plans Participants Total Assets
2022 2 10,223 $1.5B
2023 4 31,460 $3.6B
2024 3 19,668 $3.0B

Nearby ESOP Plans in Illinois

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

Bdo USA Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. 050001000015000 012345 Total assets ($B) Participants Bdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 4.440263476 · Participants: 4738Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.616096816 · Participants: 4251Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.195072662 · Participants: 486Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership PlanRli Corp. Employee Stock Ownership Plan, Total assets ($B): 0.336812925 · Participants: 900Rli Corp. Employee Stock Ownership Plan
Bdo USA Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Bdo USA Employee Stock Ownership Plan side-by-side with 3 peers →

Scale composition for Bdo USA Employee Stock Ownership Plan

Bdo USA Employee Stock Ownership Plan reports $915M in end-of-year assets across 10,168 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $90,035 per participant (65% of the national average assets-per-participant) . Net income for plan year 2023 was -$369M.

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Bdo USA Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Andersen Corporation Employee Stock Ownership Plan in MN ($899M); by covered participants it is Lockheed Martin Corporation Basic Benefit Plan for Hourly Employees in MD (10,489 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10,168 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 have Bdo USA, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bdo USA, P.C.'s sponsor-wide assets grew 98.6%, from $1.5B to $3.0B.
Where does Bdo USA Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Bdo USA Employee Stock Ownership Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Bdo USA Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Andersen Corporation Employee Stock Ownership Plan in MN ($899M, 11,644 participants).
Which ESOP plans cover a similar participant headcount to Bdo USA Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Lockheed Martin Corporation Basic Benefit Plan for Hourly Employees in MD (10,489 participants, $52M 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 135381590.

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.