ESOP · DOL Form 5500 · 2023

Althouse and Meade, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
35
Participants Small participant base
30th
Percentile by assets National rank
$53,251
Avg per participant Low balance/head
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Official DOL plan name: Althouse and Meade, Inc. Employee Stock Ownership Plan · Sponsored by Althouse and Meade, Inc. · California · Professional & Technical Services

$2M in assets, 35 participants

Althouse and Meade, Inc.'s Althouse and Meade, Inc. Employee Stock Ownership Plan reported $2M in total assets and 35 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,166 in Professional & Technical Services (20,321 peers)

Althouse and Meade, Inc. multi-year trail

Althouse and Meade, Inc.'s plans moved +198.2% in assets from 2022 to 2024; this filing shows Althouse and Meade, Inc. Employee Stock Ownership Plan at $2M / 35 participants.

#5,166
in Professional & Technical Services (20,321 peers)
+182.4%
assets growth YoY

Althouse and Meade, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Althouse and Meade, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,863,781 30th percentile higher than 30% 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

Althouse and Meade, Inc. 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. Althouse and Meade, Inc. Employee Stock Ownership Plan is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Althouse and Meade, Inc. Employee Stock Ownership Plan reported net income rose from -$486K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Althouse and Meade, Inc. Employee Stock Ownership Plan end-of-year assets rose from $660K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Althouse and Meade, Inc. Employee Stock Ownership Plan reported participants fell from 37 in the plan year 2022 filing to 35 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 770541565 · Althouse and Meade, Inc. PY 2023 · ESOP

Althouse and Meade, Inc. Employee Stock Ownership Plan · $2M · 35 · 30th

  • BOY $2M
  • BOY 35
  • BOY 30th
  • BOY ESOP
  • BOY near Heritage Bank of St. Tammany Employee Stock Ownership Plan
  • BOY ind #5166

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 →

Althouse and Meade, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Heritage Bank of St. Tammany Employee Stock Ownership PlanHeritage Bank of St. Tammany…$2MAlthouse and Meade, Inc. Employee Stock Ownership PlanAlthouse and Meade, Inc. Emp…$2MAir & Hydraulic Equipment, Inc. Employee Stock Ownership PlanAir & Hydraulic Equipment, I…$2MBusiness Technology Architects, Inc. Employee Stock Ownership PlanBusiness Technology Architec…$2MTxi Employee Stock Ownership PlanTxi Employee Stock Ownership…$2M
End-of-year total assets ($M) among Althouse and Meade, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Althouse and Meade, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Althouse and Meade, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 198.23745165263526% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 202220232024 $0.66M $1.97M ▲ +198.5%
Year Plans Participants Total Assets
2022 1 37 $660K
2023 1 35 $2M
2024 1 68 $2M

Althouse and Meade, Inc. filing trail (2023)

Total Assets (Beginning of Year)$660K
Net Assets (End of Year)$1M
Net Income$1M
Employer EIN770541565
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Althouse and Meade, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Althouse and Meade, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.001863781 · Participants: 35Althouse and Meade, Inc. 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
Althouse and Meade, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Althouse and Meade, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Althouse and Meade, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Heritage Bank of St. Tammany Employee Stock Ownership Plan in LA ($2M); by covered participants it is Albert Arno, Incorporated Employee Stock Ownership Plan in MO (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 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 Althouse and Meade, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Althouse and Meade, Inc. Employee Stock Ownership Plan surged - up 182.4% during 2023, from $660K to $2M. Reported net income was $1M.
How have Althouse and Meade, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Althouse and Meade, Inc.'s sponsor-wide assets grew 198.2%, from $660K to $2M.
Which ESOP plans are similar in size to Althouse and Meade, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Heritage Bank of St. Tammany Employee Stock Ownership Plan in LA ($2M, 25 participants).
Which ESOP plans cover a similar participant headcount to Althouse and Meade, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Albert Arno, Incorporated Employee Stock Ownership Plan in MO (35 participants, $5M 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 770541565.

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.