ESOP · DOL Form 5500 · 2023

Acct Holdings, Inc. ESOP

Data updated 2026-08-25

$85M
Total assets Below avg plan size
6,885
Participants Above avg headcount
90th
Percentile by assets National rank
$12,399
Avg per participant Low balance/head
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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.

  • #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.

#4,170
in Administrative & Support Services (4,372 peers)
+30.9%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Acct Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets

Acct Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$85,369,774 Top 10% higher than 90% 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

Acct Holdings, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Acct Holdings, Inc. Employee Stock Ownership Plan lands in the large band (6,885 participants).

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 050567511 · Acct Holdings, Inc. PY 2023 · ESOP

Acct Holdings, Inc. Employee Stock Ownership Plan · $85M · 6,885 · 90th

  • TYPE $85M
  • NET 6,885
  • BOOK 90th
  • VS-ST ESOP
  • BOY near Arco/Murray National Holdings, Inc. Employee Stock Ownership Plan
  • SCH ind #4170

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 Pennsylvania →

Acct Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Shared Medical Services Employee Stock Ownership PlanShared Medical Services Empl…$86MSouthwestern Financial Corporation Employee Stock Ownership PlanSouthwestern Financial Corpo…$86MColumbia Bank Employee Stock Ownership PlanColumbia Bank Employee Stock…$86MArco/Murray National Holdings, Inc. Employee Stock Ownership PlanArco/Murray National Holding…$85MAcct Holdings, Inc. Employee Stock Ownership PlanAcct Holdings, Inc. Employee…$85M
End-of-year total assets ($M) among Acct Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)-$211M
Net Income$20M
Employer EIN050567511
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Acct Holdings, Inc.)

Sponsor-wide plan assets over time

All Acct Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$90M 37.61539639449257% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $65.2M $89.7M ▲ +37.6%
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 Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Acct Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.085369774 · Participants: 6885Acct Holdings, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
Acct Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Acct Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Arco/Murray National Holdings, Inc. Employee Stock Ownership Plan in MO ($85M); by covered participants it is Nvr, Inc. Employee Stock Ownership Plan in VA (6,866 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6,885 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 Acct Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Acct Holdings, Inc. Employee Stock Ownership Plan surged - up 30.9% during 2023, from $65M to $85M. Reported net income was $20M.
How have Acct Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Acct Holdings, Inc.'s sponsor-wide assets grew 37.6%, from $65M to $90M.
Where does Acct Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Acct Holdings, Inc. Employee Stock Ownership Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Acct Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Arco/Murray National Holdings, Inc. Employee Stock Ownership Plan in MO ($85M, 612 participants).
Which ESOP plans cover a similar participant headcount to Acct Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Nvr, Inc. Employee Stock Ownership Plan in VA (6,866 participants, $1.2B 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 050567511.

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.