ESOP · DOL Form 5500 · 2023
Bdo USA, P.C. ESOP
Data updated 2026-08-11
- $915M
- Total assets
- 10,168
- Participants
- 98th
- Percentile by assets
- $90,035
- Avg per participant
Official DOL plan name: Bdo USA Employee Stock Ownership Plan · Sponsored by Bdo USA, P.C. · Illinois · Professional & Technical Services
$915M in assets, 10,168 participants
Bdo USA, P.C.'s Bdo USA Employee Stock Ownership Plan reported $915M in total assets and 10,168 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 127,072 plans)
- #20,116 in Professional & Technical Services (20,321 peers)
Coverage in Illinois
Bdo USA Employee Stock Ownership Plan covers 10,168 participants in Illinois, 13x the typical Illinois plan (state average ~779 per filing). Assets: $915M.
- $915M
- total plan assets (2023 EOY)
- 10,168
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $90,035
- avg assets per participant
The plan reported a net loss of $369M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Bdo USA Employee Stock Ownership Plan reports 10,168 participants - 13x that state average ($915M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | -$369M |
| Net Income | -$369M |
| Employer EIN | 135381590 |
| Plan Effective Date | 2023-08-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bdo USA, P.C.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 10,223 | $1.5B |
| 2023 | 4 | 31,460 | $3.6B |
| 2024 | 3 | 19,668 | $3.0B |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
Bdo USA Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
- Amsted Industries Incorporated Employees' Stock Ownership Plan $4.4B · 4,738
- Kehe Distributors, Inc. Employee Stock Ownership Plan $1.6B · 4,251
- Scot Forge Company Employee Stock Ownership Plan $1.2B · 486
- Bdo USA Employee Stock Ownership Plan $915M · 10,168
- Rli Corp. Employee Stock Ownership Plan $337M · 900
Scale composition for Bdo USA Employee Stock Ownership Plan
Bdo USA Employee Stock Ownership Plan reports $915M in end-of-year assets across 10,168 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $90,035 per participant (65% of the national average assets-per-participant) . Net income for plan year 2023 was -$369M.
This plan identity (EIN 135381590, plan #004) has 2 Form 5500 filings on file from 2023 to 2024 , with end-of-year assets moving from $915M to $1.1B (+16.0%) while covered participants moved from 10,168 to 9,258 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2023 | 10,168 | $915M | This page |
| 2024 · index core | 9,258 | $1.1B | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Bdo USA Retirement Plan (401(k), $1.9B, 9,799 participants)
- Bdo USA Employee Stock Ownership Plan (ESOP, $1.1B, 9,258 participants)
- Bdo USA Employee Stock Ownership Plan (ESOP, $915M, 10,168 participants)
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Bdo USA Employee Stock Ownership Plan by total assets, not by location.
- Andersen Corporation Employee Stock Ownership Plan (MN) $899M · 11,644
- Highland Homes Employee Stock Ownership Plan (TX) $885M · 791
- Stewart's Shops Corp Employee Stock Ownership Plan (NY) $877M · 3,439
- Employee Owned Brands, Inc. Employee Stock Ownership Plan (IA) $864M · 802
Frequently Asked Questions
How have Bdo USA, P.C. plan assets changed over time? ▼
Where does Bdo USA Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Bdo USA Employee Stock Ownership Plan? ▼
Next read for Bdo USA Employee Stock Ownership Plan
Filing takeaways
Ways to act on Bdo USA Employee Stock Ownership Plan's numbers.
- By total assets, Bdo USA Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Illinois. Compare plans
- Bdo USA, P.C.'s sponsor-wide assets have grown 98.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans