ESOP · DOL Form 5500 · 2023
Bdo USA, P.C. ESOP
Data updated 2026-08-25
- $915M
- Total assets Above avg plan size
- 10,168
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $90,035
- Avg per participant Below avg balance/head
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.
- #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.
- #20,116
- in Professional & Technical Services (20,321 peers)
- -$369M
- reported net income
- 9.2×
- vs typical plan assets (national mean)
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.
Bdo USA Employee Stock Ownership Plan's outsized position by total assets
Bdo USA Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$915,478,630 Top 2% higher than 98% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Bdo USA Employee Stock Ownership Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bdo USA Employee Stock Ownership Plan is a mega filing (10,168 participants), the rightmost band on the breakdown.
Form 5500 schedule snapshot
Filing strip 135381590 · Bdo USA, P.C. PY 2023 · ESOP
Bdo USA Employee Stock Ownership Plan · $915M · 10,168 · 98th
- BOY $915M
- BOY 10,168
- BOY 98th
- BOY ESOP
- BOY near Andersen Corporation Employee Stock Ownership Plan
- BOY ind #20116
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 Illinois →
Bdo USA Employee Stock Ownership Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Bdo USA, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.0B 98.57821269610334% vs 2022
- 2024 filing year
| 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.
- 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)
Bdo USA Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Illinois, the nearest ESOP by assets is Andersen Corporation Employee Stock Ownership Plan in MN ($899M); by covered participants it is Lockheed Martin Corporation Basic Benefit Plan for Hourly Employees in MD (10,489 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($915M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (10,168 participants); asset peers above are excluded.
- Lockheed Martin Corporation Basic Benefit Plan for Hourly Employees (MD) 10,489 · 321 off
- K-Va-T Employees Profit Sharing and Stock Ownership Plan (VA) 11,072 · 904 off
- Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan (OK) 9,111 · 1,057 off
- Quad/Graphics ESOP (WI) 11,358 · 1,190 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.