ESOP · DOL Form 5500 · 2024

Club Fitness Holdings, Inc. ESOP

Data updated 2026-08-25

$39M
Total assets Below avg plan size
195
Participants Below avg headcount
81st
Percentile by assets National rank
$200,335
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Club Fitness Employee Stock Ownership Plan · Sponsored by Club Fitness Holdings, Inc. · Missouri · Other Services

$39M in assets, 195 participants

Club Fitness Holdings, Inc.'s Club Fitness Employee Stock Ownership Plan reported $39M in total assets and 195 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,020 in Other Services (7,719 peers)

Coverage in Missouri

Club Fitness Employee Stock Ownership Plan covers 195 participants in Missouri, about 26% of the average Missouri filer (state average ~737 per filing). Assets: $39M.

#7,020
in Other Services (7,719 peers)
+18.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Club Fitness Employee Stock Ownership Plan's outsized position by total assets

Club Fitness Employee Stock Ownership Plan vs every filed plan by assets

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

$39,065,330 Top 19% higher than 81% 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

Club Fitness Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Club Fitness Employee Stock Ownership Plan sits mid-pack in the medium band (195 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Club Fitness Employee Stock Ownership Plan reported net income fell from $11M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Club Fitness Employee Stock Ownership Plan end-of-year assets rose from $33M in the plan year 2023 filing to $39M in the plan year 2024 filing.
  • Club Fitness Employee Stock Ownership Plan reported participants fell from 210 in the plan year 2023 filing to 195 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 431838702 · Club Fitness Holdings, Inc. PY 2024 · ESOP

Club Fitness Employee Stock Ownership Plan · $39M · 195 · 81st

  • BOOK $39M
  • BOOK 195
  • BOOK 81st
  • BOOK ESOP
  • BOOK near Kelly-Fradet Lumber Employee Stock Ownership Plan
  • BOOK ind #7020

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 Missouri →

Club Fitness Employee Stock Ownership Plan in the asset neighbourhood

Club Fitness Employee Stock Ownership PlanClub Fitness Employee Stock …$39MKelly-Fradet Lumber Employee Stock Ownership PlanKelly-Fradet Lumber Employee…$39MFirst Citizens National Bank ESOP Plan and TrustFirst Citizens National Bank…$39MStoneage Employee Stock Ownership PlanStoneage Employee Stock Owne…$39MAptura Employee Stock Ownership PlanAptura Employee Stock Owners…$39M
End-of-year total assets ($M) among Club Fitness Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Missouri filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)-$2M
Net Income$7M
Employer EIN431838702
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Club Fitness Holdings, Inc.)

Sponsor-wide plan assets over time

All Club Fitness Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 76.87567793658346% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $22.1M $39.1M ▲ +76.9%
Year Plans Participants Total Assets
2022 1 193 $22M
2023 1 210 $33M
2024 1 195 $39M

Nearby ESOP Plans in Missouri

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

Club Fitness Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Club Fitness Employee Stock Ownership Plan, Total assets ($B): 0.03906533 · Participants: 195Club Fitness Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.463861407 · Participants: 9902Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.845491185 · Participants: 2983Mccarthy Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.620590539 · Participants: 2825Je Dunn Employee Stock Ownership Plan and TrustArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.514271888 · Participants: 608Arco DB Companies, Inc. Employee Stock Ownership PlanEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.399783698 · Participants: 2184Emery Sapp Employee Stock Ownership Plan
Club Fitness Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Club Fitness Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Missouri, the nearest ESOP by assets is Kelly-Fradet Lumber Employee Stock Ownership Plan in CT ($39M); by covered participants it is Golden Artist Colors, Inc. Employee Stock Ownership Plan in NY (195 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 Club Fitness Employee Stock Ownership Plan assets move in 2024? ▼
Club Fitness Employee Stock Ownership Plan grew sharply - up 18.9% during 2024, from $33M to $39M. Reported net income was $7M.
How have Club Fitness Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Club Fitness Holdings, Inc.'s sponsor-wide assets grew 76.9%, from $22M to $39M.
Where does Club Fitness Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Club Fitness Employee Stock Ownership Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Club Fitness Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Kelly-Fradet Lumber Employee Stock Ownership Plan in CT ($39M, 73 participants).
Which ESOP plans cover a similar participant headcount to Club Fitness Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Golden Artist Colors, Inc. Employee Stock Ownership Plan in NY (195 participants, $15M 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 431838702.

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.