ESOP · DOL Form 5500 · 2023

Amicus Capital Holdings, Inc ESOP

Data updated 2026-08-11

$26M
Total assets
1,102
Participants
77th
Percentile by assets
$23,367
Avg per participant
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Official DOL plan name: Amicus Capital Holdings, Inc Employee Stock Ownership Plan · Sponsored by Amicus Capital Holdings, Inc · Ohio · Healthcare & Social Assistance

$26M in assets, 1,102 participants

Amicus Capital Holdings, Inc's Amicus Capital Holdings, Inc Employee Stock Ownership Plan reported $26M in total assets and 1,102 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • 77th percentile by assets (of 127,072 plans)
  • #14,238 in Healthcare & Social Assistance (17,684 peers)

Where Amicus Capital Holdings, Inc Employee Stock Ownership Plan sits by assets

Amicus Capital Holdings, Inc Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $26M for 1,102 participants (~$23,367/participant), up 19.2% in 2023.

$26M
total plan assets (2023 EOY)
1,102
covered participants
77th
percentile by assets (of 127,072 plans)
$23,367
avg assets per participant

Where Amicus Capital Holdings, Inc Employee Stock Ownership Plan sits by total assets

Amicus Capital Holdings, Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$25,750,000 Top 23% higher than 77% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Amicus Capital Holdings, Inc Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Amicus Capital Holdings, Inc Employee Stock Ownership Plan end-of-year assets rose from $22M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Amicus Capital Holdings, Inc Employee Stock Ownership Plan reported participants rose from 1,016 in the plan year 2022 filing to 1,102 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Ohio
Industry
Healthcare & Social Assistance

Amicus Capital Holdings, Inc Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Amicus Capital Holdings, Inc Employee Stock Ownership Plan outranks 77% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)-$83M
Net Income$7M
Employer EIN854142974
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Amicus Capital Holdings, Inc)

$20M$25M$30M$35M 202220232024 $21.6M $33.5M ▲ +55.1%
Total plan assets by year, all Amicus Capital Holdings, Inc plans on file
Year Plans Participants Total Assets
2022 1 1,016 $22M
2023 1 1,102 $26M
2024 1 1,119 $34M

Nearby ESOP Plans in Ohio

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

Amicus Capital Holdings, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants

Amicus Capital Holdings, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Amicus Capital Holdi…Procter & Gamble Pro…The Garland Industri…Messer Inc. Employee…Great Lakes Cheese C…Cleveland Steel Cont…
Amicus Capital Holdings, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Amicus Capital Holdings, Inc Employee St… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Amicus Capital Holdings, Inc Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Amicus Capital Holdings, Inc Employee Stock Ownership Plan assets move in 2023? ▼
Amicus Capital Holdings, Inc Employee Stock Ownership Plan grew sharply - up 19.2% during 2023, from $22M to $26M. Reported net income was $7M.
How have Amicus Capital Holdings, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amicus Capital Holdings, Inc's sponsor-wide assets grew 55.1%, from $22M to $34M.
Where does Amicus Capital Holdings, Inc Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Amicus Capital Holdings, Inc Employee Stock Ownership Plan ranks in the 77th 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 Amicus Capital Holdings, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ghilotti Construction Employee Stock Ownership Plan in CA ($26M, 147 participants).

Next read for Amicus Capital Holdings, Inc Employee St…

Scale reading

Ways to act on Amicus Capital Holdings, Inc Employee Stock Ownership Plan's numbers.

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 854142974.

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.