ESOP · DOL Form 5500 · 2023

National Holding Company, Inc ESOP

Data updated 2026-08-25

$27M
Total assets Below avg plan size
126
Participants Small participant base
78th
Percentile by assets National rank
$217,514
Avg per participant Above avg balance/head
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Official DOL plan name: National Van Lines Employee Stock Ownership Plan · Sponsored by National Holding Company, Inc · Illinois · Transportation & Warehousing

$27M in assets, 126 participants

National Holding Company, Inc's National Van Lines Employee Stock Ownership Plan reported $27M in total assets and 126 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #2,579 in Transportation & Warehousing (3,362 peers)

Coverage in Illinois

National Van Lines Employee Stock Ownership Plan covers 126 participants in Illinois, about 16% of the average Illinois filer (state average ~779 per filing). Assets: $27M.

#2,579
in Transportation & Warehousing (3,362 peers)
+64.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

National Van Lines Employee Stock Ownership Plan's outsized position by total assets

National Van Lines Employee Stock Ownership Plan vs every filed plan by assets

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

$27,406,763 Top 22% higher than 78% 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 Van Lines Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Van Lines Employee Stock Ownership Plan sits mid-pack in the medium band (126 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • National Van Lines Employee Stock Ownership Plan reported net income rose from -$11M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • National Van Lines Employee Stock Ownership Plan end-of-year assets rose from $17M in the plan year 2022 filing to $27M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 452206766 · National Holding Company, Inc PY 2023 · ESOP

National Van Lines Employee Stock Ownership Plan · $27M · 126 · 78th

  • EBSA $27M
  • PART 126
  • TYPE 78th
  • NET ESOP
  • BOOK near Baker Engineering and Risk Consultants, Inc. Employee Stock Ownership Plan
  • VS-ST ind #2579

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 →

National Van Lines Employee Stock Ownership Plan in the asset neighbourhood

Vps Employee Stock Ownership PlanVps Employee Stock Ownership…$27MD&a Companies, Inc. Employee Stock Ownership PlanD&a Companies, Inc. Employee…$27MBaker Engineering and Risk Consultants, Inc. Employee Stock Ownership PlanBaker Engineering and Risk C…$27MNational Van Lines Employee Stock Ownership PlanNational Van Lines Employee …$27MWindow Technology, Inc. Employee Stock Ownership PlanWindow Technology, Inc. Empl…$27M
End-of-year total assets ($M) among National Van Lines Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$23M
Net Income$11M
Employer EIN452206766
Plan Effective Date2010-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Holding Company, Inc)

Sponsor-wide plan assets over time

All National Holding Company, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$27M 62.803381381381385% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.7M $27.1M ▲ +62.8%
Year Plans Participants Total Assets
2022 1 127 $17M
2023 1 126 $27M
2024 1 146 $27M

Nearby ESOP Plans in Illinois

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

National Van Lines Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants National Van Lines Employee Stock Ownership Plan, Total assets ($B): 0.027406763 · Participants: 126National Van Lines 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 PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership Plan
National Van Lines Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare National Van Lines Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest ESOP by assets is Baker Engineering and Risk Consultants, Inc. Employee Stock Ownership Plan in TX ($27M); by covered participants it is Pdm Employee Stock Ownership Plan in IA (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Van Lines Employee Stock Ownership Plan assets move in 2023? ▼
National Van Lines Employee Stock Ownership Plan surged - up 64.6% during 2023, from $17M to $27M. Reported net income was $11M.
How have National Holding Company, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Holding Company, Inc's sponsor-wide assets grew 62.8%, from $17M to $27M.
Where does National Van Lines Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
National Van Lines Employee Stock Ownership Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to National Van Lines Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Baker Engineering and Risk Consultants, Inc. Employee Stock Ownership Plan in TX ($27M, 117 participants).
Which ESOP plans cover a similar participant headcount to National Van Lines Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pdm Employee Stock Ownership Plan in IA (126 participants, $29M 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 452206766.

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.