ESOP · DOL Form 5500 · 2023
Acct Holdings, Inc. ESOP
Data updated 2026-08-11
- $85M
- Total assets
- 6,885
- Participants
- 90th
- Percentile by assets
- $12,399
- Avg per participant
Official DOL plan name: Acct Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Acct Holdings, Inc. · Pennsylvania · Administrative & Support Services
$85M in assets, 6,885 participants
Acct Holdings, Inc.'s Acct Holdings, Inc. Employee Stock Ownership Plan reported $85M in total assets and 6,885 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- 90th percentile by assets (of 127,072 plans)
- #4,170 in Administrative & Support Services (4,372 peers)
Coverage in Pennsylvania
Acct Holdings, Inc. Employee Stock Ownership Plan covers 6,885 participants in Pennsylvania, 8.4x the typical Pennsylvania plan (state average ~822 per filing). Assets: $85M.
- $85M
- total plan assets (2023 EOY)
- 6,885
- covered participants
- 90th
- percentile by assets (of 127,072 plans)
- $12,399
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Acct Holdings, Inc. Employee Stock Ownership Plan reported net income fell from $39M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Acct Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $65M in the plan year 2022 filing to $85M in the plan year 2023 filing.
- Acct Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 6,164 in the plan year 2022 filing to 6,885 in the plan year 2023 filing.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Acct Holdings, Inc. Employee Stock Ownership Plan reports 6,885 participants - 8.4x that state average ($85M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $65M |
|---|---|
| Net Assets (End of Year) | -$211M |
| Net Income | $20M |
| Employer EIN | 050567511 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Acct Holdings, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,164 | $65M |
| 2023 | 1 | 6,885 | $85M |
| 2024 | 1 | 6,929 | $90M |
Nearby ESOP Plans in Pennsylvania
Peer ESOP plans, same state, same plan type, ranked by total assets.
Acct Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
- Wawa, Inc. Employee Stock Ownership Plan $5.3B · 42,695
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.6B · 342
- Centimark Corporation Employee Stock Ownership Plan and Trust $687M · 2,353
- Sheetz, Inc. Employee Stock Ownership Plan $686M · 13,858
- D & H Employee Stock Ownership Plan $289M · 1,461
Scale composition for Acct Holdings, Inc. Employee Stock Ownership Plan
Acct Holdings, Inc. Employee Stock Ownership Plan reports $85M in end-of-year assets across 6,885 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $12,399 per participant (9% of the national average assets-per-participant) . Net income for plan year 2023 was $20M.
This plan identity (EIN 050567511, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $65M to $90M (+37.6%) while covered participants moved from 6,164 to 6,929 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,164 | $65M | Open filing |
| 2023 | 6,885 | $85M | This page |
| 2024 · index core | 6,929 | $90M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Acct Holdings, Inc. Employee Stock Ownership Plan (ESOP, $90M, 6,929 participants)
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Acct Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Next read for Acct Holdings, Inc. Employee Stock Owner…
Filing takeaways
Ways to act on Acct Holdings, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Acct Holdings, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
- Acct Holdings, Inc.'s sponsor-wide assets have grown 37.6% since 2022 across 3 plan years on file. More Administrative & Support Services plans