ESOP · DOL Form 5500 · 2024

National Automobile Club ESOP

Data updated 2026-08-25

$277K
Total assets Small plan by assets
33
Participants Small participant base
13th
Percentile by assets National rank
$8,387
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: National Automobile Club Employee Stock Ownership Plan · Sponsored by National Automobile Club · California · Transportation & Warehousing

$277K in assets, 33 participants

National Automobile Club's National Automobile Club Employee Stock Ownership Plan reported $277K in total assets and 33 participants in its 2024 DOL Form 5500 filing, ranking in the 13th 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.

  • #411 in Transportation & Warehousing (3,299 peers)

National Automobile Club multi-year trail

National Automobile Club's plans moved -92.9% in assets from 2022 to 2024; this filing shows National Automobile Club Employee Stock Ownership Plan at $277K / 33 participants.

#411
in Transportation & Warehousing (3,299 peers)
-91.2%
assets change YoY

The plan reported a net loss of $383K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

National Automobile Club Employee Stock Ownership Plan among the smaller filed plans by assets

National Automobile Club Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$276,779 13th percentile higher than 13% of 123,620 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 2024

National Automobile Club Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Automobile Club Employee Stock Ownership Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • National Automobile Club Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2023 filing to $277K in the plan year 2024 filing.
  • National Automobile Club Employee Stock Ownership Plan reported net income rose from -$3M in the plan year 2023 filing to -$383K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 940706420 · National Automobile Club PY 2024 · ESOP

National Automobile Club Employee Stock Ownership Plan · $277K · 33 · 13th

  • 5500 $277K
  • ASSETS 33
  • PCT 13th
  • EIN ESOP
  • RANK near Jax Mercantile Co. Employee Stock Ownership Plan
  • PHOTO ind #411

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 →

National Automobile Club Employee Stock Ownership Plan in the asset neighbourhood

National Automobile Club Employee Stock Ownership PlanNational Automobile Club Emp…$277KJax Mercantile Co. Employee Stock Ownership PlanJax Mercantile Co. Employee …$277KThe Southern Banc Company, Inc. Employee Stock Ownership PlanThe Southern Banc Company, I…$278KAutomation-X Corporation Employee Stock Ownership PlanAutomation-X Corporation Emp…$281KZ, Inc. Employee Stock Ownership PlanZ, Inc. Employee Stock Owner…$274K
End-of-year total assets ($M) among National Automobile Club Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

National Automobile Club multi-year asset trail

Sponsor-wide plan assets over time

All National Automobile Club plans reported in each filing year

Latest sponsor-wide plan assets
$277K 92.94983790783812% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $3.93M $0.28M ▼ -92.9%
Year Plans Participants Total Assets
2022 1 36 $4M
2023 1 33 $3M
2024 1 33 $277K

National Automobile Club filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$184K
Net Income-$383K
Employer EIN940706420
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

National Automobile Club Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants National Automobile Club Employee Stock Ownership Plan, Total assets ($B): 0.000276779 · Participants: 33National Automobile Club Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
National Automobile Club Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare National Automobile Club Employee Stock Ownership Plan side-by-side with 3 peers →

National Automobile Club Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Jax Mercantile Co. Employee Stock Ownership Plan in CO ($277K); by covered participants it is Sundance State Bank Profit Sharing and Employee Stock Ownership Plan in WY (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did National Automobile Club Employee Stock Ownership Plan assets move in 2024? ▼
National Automobile Club Employee Stock Ownership Plan contracted severely - down 91.2% during 2024, from $3M to $277K. Reported net income was -$383K.
How have National Automobile Club plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Automobile Club's sponsor-wide assets declined 92.9%, from $4M to $277K.
Where does National Automobile Club Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
National Automobile Club Employee Stock Ownership Plan ranks in the 13th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to National Automobile Club Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Jax Mercantile Co. Employee Stock Ownership Plan in CO ($277K, 222 participants).
Which ESOP plans cover a similar participant headcount to National Automobile Club Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sundance State Bank Profit Sharing and Employee Stock Ownership Plan in WY (33 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 940706420.

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.