ESOP · DOL Form 5500 · 2023

Club Fitness Holdings, Inc. ESOP

Data updated 2026-08-25

$33M
Total assets Below avg plan size
210
Participants Below avg headcount
80th
Percentile by assets National rank
$156,439
Avg per participant Above avg balance/head
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Official DOL plan name: Club Fitness Employee Stock Ownership Plan · Sponsored by Club Fitness Holdings, Inc. · Missouri · Other Services

$33M in assets, 210 participants

Club Fitness Holdings, Inc.'s Club Fitness Employee Stock Ownership Plan reported $33M in total assets and 210 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #7,113 in Other Services (7,857 peers)

Coverage in Missouri

Club Fitness Employee Stock Ownership Plan covers 210 participants in Missouri, about 28% of the average Missouri filer (state average ~737 per filing). Assets: $33M.

#7,113
in Other Services (7,857 peers)
+48.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Club Fitness Employee Stock Ownership Plan's outsized position by total assets

Club Fitness Employee Stock Ownership Plan vs every filed plan by assets

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

$32,852,123 Top 20% higher than 80% 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

Club Fitness 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. Club Fitness Employee Stock Ownership Plan sits mid-pack in the medium band (210 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Club Fitness Employee Stock Ownership Plan end-of-year assets rose from $22M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Club Fitness Employee Stock Ownership Plan reported participants rose from 193 in the plan year 2022 filing to 210 in the plan year 2023 filing.
  • Club Fitness Employee Stock Ownership Plan reported net income rose from $11M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 431838702 · Club Fitness Holdings, Inc. PY 2023 · ESOP

Club Fitness Employee Stock Ownership Plan · $33M · 210 · 80th

  • ASSETS $33M
  • PCT 210
  • EIN 80th
  • RANK ESOP
  • PHOTO near Acrt Services, Inc. Employee Stock Ownership Plan
  • IND ind #7113

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 Missouri →

Club Fitness Employee Stock Ownership Plan in the asset neighbourhood

Scientific Applications & Research Associates, Inc. Employee StockScientific Applications & Re…$33MParagon Trading, Inc ESOP$33MClub Fitness Employee Stock Ownership PlanClub Fitness Employee Stock …$33MAcrt Services, Inc. Employee Stock Ownership PlanAcrt Services, Inc. Employee…$33MSummers of Brownsburg ESOP$33M
End-of-year total assets ($M) among Club Fitness Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)-$9M
Net Income$11M
Employer EIN431838702
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Club Fitness Holdings, Inc.)

Sponsor-wide plan assets over time

All Club Fitness Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 76.87567793658346% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $22.1M $39.1M ▲ +76.9%
Year Plans Participants Total Assets
2022 1 193 $22M
2023 1 210 $33M
2024 1 195 $39M

Nearby ESOP Plans in Missouri

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

Club Fitness Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Club Fitness Employee Stock Ownership Plan, Total assets ($B): 0.032852123 · Participants: 210Club Fitness Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.708605759 · Participants: 8553Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.489427066 · Participants: 3651Mccarthy Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.442677383 · Participants: 560Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.429385855 · Participants: 2457Je Dunn Employee Stock Ownership Plan and TrustEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.312725972 · Participants: 1947Emery Sapp Employee Stock Ownership Plan
Club Fitness Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Club Fitness Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Missouri, the nearest ESOP by assets is Acrt Services, Inc. Employee Stock Ownership Plan in OH ($33M); by covered participants it is Jwd Group, Inc Employee Stock Ownership Plan in NY (210 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (210 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 Club Fitness Employee Stock Ownership Plan assets move in 2023? ▼
Club Fitness Employee Stock Ownership Plan surged - up 48.7% during 2023, from $22M to $33M. Reported net income was $11M.
How have Club Fitness Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Club Fitness Holdings, Inc.'s sponsor-wide assets grew 76.9%, from $22M to $39M.
Where does Club Fitness Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Club Fitness Employee Stock Ownership Plan ranks in the 80th 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 Club Fitness Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Acrt Services, Inc. Employee Stock Ownership Plan in OH ($33M, 1,160 participants).
Which ESOP plans cover a similar participant headcount to Club Fitness Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Jwd Group, Inc Employee Stock Ownership Plan in NY (210 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 431838702.

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.