ESOP · DOL Form 5500 · 2024

Abt Global Inc. ESOP

Data updated 2026-08-25

$117M
Total assets Near avg plan size
1,191
Participants Near avg headcount
91st
Percentile by assets National rank
$97,878
Avg per participant Below avg balance/head
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Official DOL plan name: Abt Associates Inc. Employees Stock Ownership Plan · Sponsored by Abt Global Inc. · Massachusetts · Professional & Technical Services

$117M in assets, 1,191 participants

Abt Global Inc.'s Abt Associates Inc. Employees Stock Ownership Plan reported $117M in total assets and 1,191 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,691 in Professional & Technical Services (20,173 peers)

Where Abt Associates Inc. Employees Stock Ownership Plan sits by assets

Abt Associates Inc. Employees Stock Ownership Plan sits in the top 10% of all filed plans by assets, $117M for 1,191 participants (~$97,878/participant), down 39.2% in 2024.

#18,691
in Professional & Technical Services (20,173 peers)
-39.2%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $74M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Abt Associates Inc. Employees Stock Ownership Plan's outsized position by total assets

Abt Associates Inc. Employees Stock Ownership Plan vs every filed plan by assets

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

$116,572,494 Top 9% higher than 91% 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

Abt Associates Inc. Employees Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Abt Associates Inc. Employees Stock Ownership Plan lands in the large band (1,191 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Abt Associates Inc. Employees Stock Ownership Plan reported participants fell from 2,349 in the plan year 2023 filing to 1,191 in the plan year 2024 filing.
  • Abt Associates Inc. Employees Stock Ownership Plan end-of-year assets fell from $192M in the plan year 2023 filing to $117M in the plan year 2024 filing.
  • Abt Associates Inc. Employees Stock Ownership Plan reported net income rose from -$120M in the plan year 2023 filing to -$74M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 934368162 · Abt Global Inc. PY 2024 · ESOP

Abt Associates Inc. Employees Stock Ownership Plan · $117M · 1,191 · 91st

  • 5500 $117M
  • ASSETS 1,191
  • PCT 91st
  • EIN ESOP
  • RANK near The Goodheart-Willcox Company, Inc. Employees' Profit Sharing and Stock Ownership Plan
  • PHOTO ind #18691

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 Massachusetts →

Abt Associates Inc. Employees Stock Ownership Plan in the asset neighbourhood

Sierra Pacific Engineering & Products Employee Stock Ownership PlanSierra Pacific Engineering &…$117MAbt Associates Inc. Employees Stock Ownership PlanAbt Associates Inc. Employee…$117MThe Goodheart-Willcox Company, Inc. Employees' Profit Sharing and Stock Ownership PlanThe Goodheart-Willcox Compan…$117MUnited Electric Supply Company Employee Stock Ownership PlanUnited Electric Supply Compa…$116MAarete Employee Stock Ownership PlanAarete Employee Stock Owners…$116M
End-of-year total assets ($M) among Abt Associates Inc. Employees Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$192M
Net Assets (End of Year)$94M
Net Income-$74M
Employer EIN934368162
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Abt Global Inc.)

Sponsor-wide plan assets over time

All Abt Global Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$544M 6.241150755809273% vs 2023
2024 filing year
$540M$560M$580M$600M 20232024 $581M $544M ▼ -6.2%
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 Scatter plot of 6 data points. 0500100015002000 0200400600800 Total assets ($M) Participants Abt Associates Inc. Employees Stock Ownership Plan, Total assets ($M): 116.572494 · Participants: 1191Abt Associates Inc. Employees Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 729.34706 · Participants: 1684Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 367.792322 · Participants: 139The Gillette Company Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 253.372727 · Participants: 445First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanDavid Clark Employee Stock Ownership Plan, Total assets ($M): 182.6375 · Participants: 236David Clark Employee Stock Ownership PlanNew England Biolabs, Inc. Non-Voting Stock Ownership Plan, Total assets ($M): 162.974294 · Participants: 424New England Biolabs, Inc. Non-Voting Stock Ownership Plan
Abt Associates Inc. Employees Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants

Abt Associates Inc. Employees Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is The Goodheart-Willcox Company, Inc. Employees' Profit Sharing and Stock Ownership Plan in IL ($117M); by covered participants it is Consolidated Bus Transit, Inc. ESOP in NY (1,191 participants). Same-state nearby plans are listed separately above.

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 Abt Associates Inc. Employees Stock Ownership Plan assets move in 2024?
Abt Associates Inc. Employees Stock Ownership Plan contracted severely - down 39.2% during 2024, from $192M to $117M. Reported net income was -$74M.
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 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% 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 The Goodheart-Willcox Company, Inc. Employees' Profit Sharing and Stock Ownership Plan in IL ($117M, 163 participants).
Which ESOP plans cover a similar participant headcount to Abt Associates Inc. Employees Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Consolidated Bus Transit, Inc. ESOP in NY (1,191 participants, $54M in assets).