ESOP · DOL Form 5500 · 2023

Acuity Healthcare Holdings, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
N/A
Participants Small participant base
28th
Percentile by assets National rank
PlainRetire home → About this data RSS: change history

Official DOL plan name: Acuity Healthcare Employee Stock Ownership Plan and Trust · Sponsored by Acuity Healthcare Holdings, Inc. · North Carolina · Healthcare & Social Assistance

$2M in assets, N/A participants

Acuity Healthcare Holdings, Inc.'s Acuity Healthcare Employee Stock Ownership Plan and Trust reported $2M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,474 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Acuity Healthcare Employee Stock Ownership Plan and Trust holds $2M for N/A participants, in the lower half of filed plans by assets.

#4,474
in Healthcare & Social Assistance (17,684 peers)
-0.1%
assets change YoY

The plan reported a net loss of $946 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Acuity Healthcare Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Acuity Healthcare Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$1,585,721 28th percentile higher than 28% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Acuity Healthcare Employee Stock Ownership Plan and Trust reported participants fell from 498 in the plan year 2022 filing to N/A in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 465089007 · Acuity Healthcare Holdings, Inc. PY 2023 · ESOP

Acuity Healthcare Employee Stock Ownership Plan and Trust · $2M · N/A · 28th

  • EOY $2M
  • 5500 N/A
  • ASSETS 28th
  • PCT ESOP
  • EIN near Structural Wood Corporation Employee Stock Ownership Plan and Trust
  • RANK ind #4474

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 North Carolina →

Acuity Healthcare Employee Stock Ownership Plan and Trust in the asset neighbourhood

Acuity Healthcare Employee Stock Ownership Plan and TrustAcuity Healthcare Employee S…$2MStructural Wood Corporation Employee Stock Ownership Plan and TrustStructural Wood Corporation …$2MCon-Quest Contractors, Inc. Employee Stock Ownership PlanCon-Quest Contractors, Inc. …$2MRay Lindsey Company Employee Stock Ownership PlanRay Lindsey Company Employee…$2MRecord Printing Co. , Inc. of Story City Employee Stock Ownership PlanRecord Printing Co. , Inc. o…$2M
End-of-year total assets ($M) among Acuity Healthcare Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$946
Employer EIN465089007
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Acuity Healthcare Holdings, Inc.)

Sponsor-wide plan assets over time

All Acuity Healthcare Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 3.2625623397978276% vs 2022
2024 filing year
$1.58M$1.6M$1.62M$1.64M$1.66M 202220232024 $1.59M $1.64M ▲ +3.1%
Year Plans Participants Total Assets
2022 1 498 $2M
2023 1 N/A $2M
2024 1 N/A $2M

Nearby ESOP Plans in North Carolina

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

Acuity Healthcare Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -500050010001500 -50050100150200 Total assets ($M) Participants Acuity Healthcare Employee Stock Ownership Plan and Trust, Total assets ($M): 1.585721 · Participants: 0Acuity Healthcare Employee Stock Ownership Plan and TrustColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 181.705477 · Participants: 1330Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustEcmd, Inc. Employee Stock Ownership Plan, Total assets ($M): 131.739406 · Participants: 922Ecmd, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.490037 · Participants: 1028Precision Walls, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 102.100516 · Participants: 273Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 85.875992 · Participants: 144State Utility Contractors, Inc. Employee Stock Ownership Plan
Acuity Healthcare Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Acuity Healthcare Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Acuity Healthcare Employee Stock Ownership Plan and Trust's closest out-of-state ESOP peers by assets

Outside North Carolina, the nearest ESOP by end-of-year assets is Structural Wood Corporation Employee Stock Ownership Plan and Trust in MN at $2M (this filing: $2M).

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 Acuity Healthcare Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Acuity Healthcare Employee Stock Ownership Plan and Trust held essentially flat - down 0.1% during 2023, from $2M to $2M. Reported net income was -$946.
How have Acuity Healthcare Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Acuity Healthcare Holdings, Inc.'s sponsor-wide assets grew 3.3%, from $2M to $2M.
Which ESOP plans are similar in size to Acuity Healthcare Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Structural Wood Corporation Employee Stock Ownership Plan and Trust in MN ($2M, 38 participants).

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 465089007.

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.