ESOP · DOL Form 5500 · 2023

Act Fulfillment, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
179
Participants Small participant base
59th
Percentile by assets National rank
$56,512
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Act Fulfillment, Inc. Employee Stock Ownership Plan · Sponsored by Act Fulfillment, Inc. · California · Transportation & Warehousing

$10M in assets, 179 participants

Act Fulfillment, Inc.'s Act Fulfillment, Inc. Employee Stock Ownership Plan reported $10M in total assets and 179 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #2,002 in Transportation & Warehousing (3,362 peers)

Coverage in California

Act Fulfillment, Inc. Employee Stock Ownership Plan covers 179 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $10M.

#2,002
in Transportation & Warehousing (3,362 peers)
+37.7%
assets growth YoY

Act Fulfillment, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Act Fulfillment, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$10,115,627 Top 41% higher than 59% 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

Act Fulfillment, Inc. 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. Act Fulfillment, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (179 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Act Fulfillment, Inc. Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Act Fulfillment, Inc. Employee Stock Ownership Plan reported participants rose from 152 in the plan year 2022 filing to 179 in the plan year 2023 filing.
  • Act Fulfillment, Inc. Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 453809718 · Act Fulfillment, Inc. PY 2023 · ESOP

Act Fulfillment, Inc. Employee Stock Ownership Plan · $10M · 179 · 59th

  • IND $10M
  • IND 179
  • IND 59th
  • IND ESOP
  • IND near Andrew Davidson & Co., Inc. Employee Stock Ownership Plan
  • IND ind #2002

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 →

Act Fulfillment, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Act Fulfillment, Inc. Employee Stock Ownership PlanAct Fulfillment, Inc. Employ…$10MAndrew Davidson & Co., Inc. Employee Stock Ownership PlanAndrew Davidson & Co., Inc. …$10MTri-County Bank Employee Stock Ownership PlanTri-County Bank Employee Sto…$10MCommercial Bank of Mott Employee Stock Ownership PlanCommercial Bank of Mott Empl…$10MAcme Truck Employee Stock Ownership PlanAcme Truck Employee Stock Ow…$10M
End-of-year total assets ($M) among Act Fulfillment, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income$3M
Employer EIN453809718
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Act Fulfillment, Inc.)

Sponsor-wide plan assets over time

All Act Fulfillment, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 16.99648469707177% vs 2022
2024 filing year
$8.5M$9M$9.5M$10M$10.5M$11M 202220232024 $9.07M $10.6M ▲ +17.0%
Year Plans Participants Total Assets
2022 2 336 $9M
2023 1 179 $10M
2024 1 210 $11M

Nearby ESOP Plans in California

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

Act Fulfillment, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Act Fulfillment, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.010115627 · Participants: 179Act Fulfillment, 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
Act Fulfillment, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Act Fulfillment, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Act Fulfillment, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Andrew Davidson & Co., Inc. Employee Stock Ownership Plan in NY ($10M); by covered participants it is E.W. James & Sons, Inc. Employee Profit Sharing & Stock Ownership Plan in TN (179 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (179 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 Act Fulfillment, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Act Fulfillment, Inc. Employee Stock Ownership Plan surged - up 37.7% during 2023, from $7M to $10M. Reported net income was $3M.
How have Act Fulfillment, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Act Fulfillment, Inc.'s sponsor-wide assets grew 17.0%, from $9M to $11M.
Which ESOP plans are similar in size to Act Fulfillment, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Andrew Davidson & Co., Inc. Employee Stock Ownership Plan in NY ($10M, 48 participants).
Which ESOP plans cover a similar participant headcount to Act Fulfillment, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is E.W. James & Sons, Inc. Employee Profit Sharing & Stock Ownership Plan in TN (179 participants, $294K 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 453809718.

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.