ESOP · DOL Form 5500 · 2024
Novaspect Holdings, Inc. ESOP
Data updated 2026-07-24
- $67M
- Total assets
- 431
- Participants
- 87th
- Percentile by assets
- $154,666
- Avg per participant
Official DOL plan name: Novaspect Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Novaspect Holdings, Inc. · Illinois · Wholesale Trade
$67M in assets, 431 participants
Novaspect Holdings, Inc.'s Novaspect Holdings, Inc. Employee Stock Ownership Plan reported $67M in total assets and 431 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- 87th percentile by assets (of 116,472 plans)
Where Novaspect Holdings, Inc. Employee Stock Ownership Plan sits by assets
Novaspect Holdings, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $67M for 431 participants (~$154,666/participant), up 26.1% in 2024.
- $67M
- total plan assets (2024 EOY)
- 431
- covered participants
- 87th
- percentile by assets (of 116,472 plans)
- $154,666
- avg assets per participant
Novaspect Holdings, Inc. Employee Stock Ownership Plan vs the 2024 asset distribution
By assets, Novaspect Holdings, Inc. Employee Stock Ownership Plan outranks 87% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.7x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $53M |
|---|---|
| Net Assets (End of Year) | $65M |
| Net Income | $14M |
| Employer EIN | 270711939 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Novaspect Holdings, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 342 | $26M |
| 2023 | 1 | 389 | $53M |
| 2024 | 1 | 431 | $67M |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
Novaspect Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
- Kehe Distributors, Inc. Employee Stock Ownership Plan $2.2B · 4,815
- Scot Forge Company Employee Stock Ownership Plan $1.4B · 491
- Bdo USA Employee Stock Ownership Plan $1.1B · 9,258
- Shorr Paper Products, Inc. Employee Stock Ownership Plan $430M · 543
- Rli Corp. Employee Stock Ownership Plan $404M · 1,001
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Novaspect Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on Novaspect Holdings, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Novaspect Holdings, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Illinois. Compare plans
- Novaspect Holdings, Inc.'s sponsor-wide assets have grown 156.1% since 2022 across 3 plan years on file. More Wholesale Trade plans
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 270711939.
Read our methodology - how this data is sourced, computed, and verified.