ESOP · DOL Form 5500 · 2023

Abt Global Inc. ESOP

Data updated 2026-08-11

$192M
Total assets
2,349
Participants
95th
Percentile by assets
$81,558
Avg per participant
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Official DOL plan name: Abt Associates Inc. Employees Stock Ownership Plan · Sponsored by Abt Global Inc. · Massachusetts · Professional & Technical Services

$192M in assets, 2,349 participants

Abt Global Inc.'s Abt Associates Inc. Employees Stock Ownership Plan reported $192M in total assets and 2,349 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 127,072 plans)
  • #19,459 in Professional & Technical Services (20,321 peers)

Coverage in Massachusetts

Abt Associates Inc. Employees Stock Ownership Plan covers 2,349 participants in Massachusetts, 3.6x the typical Massachusetts plan (state average ~659 per filing). Assets: $192M.

$192M
total plan assets (2023 EOY)
2,349
covered participants
95th
percentile by assets (of 127,072 plans)
$81,558
avg assets per participant

The plan reported a net loss of $120M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Abt Associates Inc. Employees Stock Ownership Plan reports 2,349 participants - 3.6x that state average ($192M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)$312M
Net Assets (End of Year)$168M
Net Income-$120M
Employer EIN934368162
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Abt Global Inc.)

$540M$560M$580M$600M 20232024 $581M $544M ▼ -6.2%
Total plan assets by year, all Abt Global Inc. plans on file
Year Plans Participants Total Assets
2023 2 3,577 $581M
2024 2 2,433 $544M

Nearby ESOP Plans in Massachusetts

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

Abt Associates Inc. Employees Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants

Abt Associates Inc. Employees Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 05001000150020002500 100200300400500600700 Total assets ($M) Participants Abt Associates Inc. …Consigli Building Gr…The Gillette Company…Shawmut Group Employ…First Amended and Re…Eastern Bank Employe…
Abt Associates Inc. Employees Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Abt Associates Inc. Employees Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Abt Associates Inc. Employees Stock Ownership Plan assets move in 2023?
Abt Associates Inc. Employees Stock Ownership Plan contracted severely - down 38.6% during 2023, from $312M to $192M. Reported net income was -$120M.
How have Abt Global Inc. plan assets changed over time?
Across 2 plan years on file (2023-2024), Abt Global Inc.'s sponsor-wide assets declined 6.2%, from $581M to $544M.
Where does Abt Associates Inc. Employees Stock Ownership Plan rank by assets among Form 5500 filers?
Abt Associates Inc. Employees Stock Ownership Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Abt Associates Inc. Employees Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Bandit Holding Company, Inc. Employee Stock Ownership Plan in MI ($191M, 707 participants).

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Filing takeaways

Ways to act on Abt Associates Inc. Employees Stock Ownership Plan's numbers.