ESOP · DOL Form 5500 · 2023
Acco Engineered Systems, Inc. ESOP
Data updated 2026-08-11
- $1.4B
- Total assets
- 1,397
- Participants
- 99th
- Percentile by assets
- $1.0M
- Avg per participant
Official DOL plan name: Acco Employee Stock Ownership Plan · Sponsored by Acco Engineered Systems, Inc. · California · Construction
$1.4B in assets, 1,397 participants
Acco Engineered Systems, Inc.'s Acco Employee Stock Ownership Plan reported $1.4B in total assets and 1,397 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 127,072 plans)
- #8,948 in Construction (9,030 peers)
Coverage in California
Acco Employee Stock Ownership Plan covers 1,397 participants in California, 2.2x the typical California plan (state average ~630 per filing). Assets: $1.4B.
- $1.4B
- total plan assets (2023 EOY)
- 1,397
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $1.0M
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Acco Employee Stock Ownership Plan reported net income rose from $51M in the plan year 2022 filing to $229M in the plan year 2023 filing.
- Acco Employee Stock Ownership Plan end-of-year assets rose from $1.2B in the plan year 2022 filing to $1.4B in the plan year 2023 filing.
- Acco Employee Stock Ownership Plan reported participants rose from 1,318 in the plan year 2022 filing to 1,397 in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Acco Employee Stock Ownership Plan reports 1,397 participants - 2.2x that state average ($1.4B EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | $229M |
| Employer EIN | 951625123 |
| Plan Effective Date | 2007-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Acco Engineered Systems, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,625 | $1.4B |
| 2023 | 2 | 2,820 | $1.7B |
| 2024 | 2 | 3,051 | $2.0B |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
Acco Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
- Parsons Employee Stock Ownership Plan $3.8B · 7,871
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.1B · 1,700
- Agron, Inc. Employee Stock Ownership Plan $533M · 72
- Recology Employee Stock Ownership Plan $497M · 3,656
- Golden Hippo Employee Stock Ownership Plan $495M · 956
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Acco Employee Stock Ownership Plan by total assets, not by location.
- Mccarthy Employee Stock Ownership Plan (MO) $1.5B · 3,651
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement (PA) $1.6B · 342
- Mcnaughton-Mckay Electric Company Employee Stock Ownership Plan (MI) $1.3B · 1,635
- Kehe Distributors, Inc. Employee Stock Ownership Plan (IL) $1.6B · 4,251
Frequently Asked Questions
How did Acco Employee Stock Ownership Plan assets move in 2023? ▼
How have Acco Engineered Systems, Inc. plan assets changed over time? ▼
Where does Acco Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Acco Employee Stock Ownership Plan? ▼
Next read for Acco Employee Stock Ownership Plan
Filing takeaways
Ways to act on Acco Employee Stock Ownership Plan's numbers.
- By total assets, Acco Employee Stock Ownership Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- Acco Engineered Systems, Inc.'s sponsor-wide assets have grown 40.1% since 2022 across 3 plan years on file. More Construction plans