ESOP · DOL Form 5500 · 2023

The Belmont Athletic Club, Inc. ESOP

Data updated 2026-08-25

$380K
Total assets Small plan by assets
15
Participants Small participant base
16th
Percentile by assets National rank
$25,319
Avg per participant Low balance/head
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Official DOL plan name: The Belmont Athletic Club, Inc. Employee Stock Ownership Plan · Sponsored by The Belmont Athletic Club, Inc. · California · Arts, Entertainment & Recreation

$380K in assets, 15 participants

The Belmont Athletic Club, Inc.'s The Belmont Athletic Club, Inc. Employee Stock Ownership Plan reported $380K in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,061 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, The Belmont Athletic Club, Inc. Employee Stock Ownership Plan ranks #1,061 of 2,945 2023 filers by assets (7312% of the sector average)-$380K for 15 participants.

#1,061
in Arts, Entertainment & Recreation (2,945 peers)
+21.4%
assets growth YoY

The Belmont Athletic Club, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

The Belmont Athletic Club, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$379,778 16th percentile higher than 16% 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

The Belmont Athletic Club, 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. The Belmont Athletic Club, Inc. Employee Stock Ownership Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Belmont Athletic Club, Inc. Employee Stock Ownership Plan reported net income fell from $97K in the plan year 2022 filing to $67K in the plan year 2023 filing.
  • The Belmont Athletic Club, Inc. Employee Stock Ownership Plan reported participants fell from 21 in the plan year 2022 filing to 15 in the plan year 2023 filing.
  • The Belmont Athletic Club, Inc. Employee Stock Ownership Plan end-of-year assets rose from $313K in the plan year 2022 filing to $380K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 455395153 · The Belmont Athletic Club, Inc. PY 2023 · ESOP

The Belmont Athletic Club, Inc. Employee Stock Ownership Plan · $380K · 15 · 16th

  • 5500 $380K
  • ASSETS 15
  • PCT 16th
  • EIN ESOP
  • RANK near Neighborhood Fresh Employee Stock Ownership Plan
  • PHOTO ind #1061

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 →

The Belmont Athletic Club, Inc. Employee Stock Ownership Plan in the asset neighbourhood

The Belmont Athletic Club, Inc. Employee Stock Ownership PlanThe Belmont Athletic Club, I…$380KNeighborhood Fresh Employee Stock Ownership PlanNeighborhood Fresh Employee …$380KLester Sales Company, Inc. Employee Stock Ownership PlanLester Sales Company, Inc. E…$380KAmplified Journey Employee Stock Ownership PlanAmplified Journey Employee S…$380KTnbank Employee Stock Ownership PlanTnbank Employee Stock Owners…$378K
End-of-year total assets ($M) among The Belmont Athletic Club, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$313K
Net Assets (End of Year)-$2M
Net Income$67K
Employer EIN455395153
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Belmont Athletic Club, Inc.)

Sponsor-wide plan assets over time

All The Belmont Athletic Club, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$555K 77.45185469306868% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.31M $0.56M ▲ +80.6%
Year Plans Participants Total Assets
2022 1 21 $313K
2023 1 15 $380K
2024 1 13 $555K

Nearby ESOP Plans in California

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

The Belmont Athletic Club, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants The Belmont Athletic Club, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000379778 · Participants: 15The Belmont Athletic Club, 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
The Belmont Athletic Club, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare The Belmont Athletic Club, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

The Belmont Athletic Club, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Neighborhood Fresh Employee Stock Ownership Plan in OH ($380K); by covered participants it is First National Bank of Sparta Profit Sharing Plan in IL (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 The Belmont Athletic Club, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
The Belmont Athletic Club, Inc. Employee Stock Ownership Plan grew sharply - up 21.4% during 2023, from $313K to $380K. Reported net income was $67K.
How have The Belmont Athletic Club, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Belmont Athletic Club, Inc.'s sponsor-wide assets grew 77.5%, from $313K to $555K.
Where does The Belmont Athletic Club, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
The Belmont Athletic Club, Inc. Employee Stock Ownership Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to The Belmont Athletic Club, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Neighborhood Fresh Employee Stock Ownership Plan in OH ($380K, 111 participants).
Which ESOP plans cover a similar participant headcount to The Belmont Athletic Club, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is First National Bank of Sparta Profit Sharing Plan in IL (15 participants, $2M 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 455395153.

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.