ESOP · DOL Form 5500 · 2024

Bdo USA, P.C. ESOP

Data updated 2026-07-24

$1.1B
Total assets: 9,258
Participants: 99th
Percentile by assets: $114,733
Avg per participant

Official DOL plan name: Bdo USA Employee Stock Ownership Plan · Sponsored by Bdo USA, P.C. · Illinois · Professional & Technical Services

$1.1B in assets, 9,258 participants

Bdo USA, P.C.'s Bdo USA Employee Stock Ownership Plan reported $1.1B in total assets and 9,258 participants in its 2024 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 116,472 plans)

Coverage in Illinois

Bdo USA Employee Stock Ownership Plan covers 9,258 participants in Illinois, 12x the typical Illinois plan (state average ~768 per filing). Assets: $1.1B.

$1.1B
total plan assets (2024 EOY): 9,258
covered participants: 99th
percentile by assets (of 116,472 plans): $114,733
avg assets per participant

Bdo USA Employee Stock Ownership Plan reported net income rose from -$369M in the plan year 2023 filing to $221M in the plan year 2024 filing.
Bdo USA Employee Stock Ownership Plan end-of-year assets rose from $915M in the plan year 2023 filing to $1.1B in the plan year 2024 filing.
Bdo USA Employee Stock Ownership Plan reported participants fell from 10,168 in the plan year 2023 filing to 9,258 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Illinois

Industry

Professional & Technical Services

Participants vs Illinois filers

In Illinois, the average filing covers about 768 participants across 5,440 plans. Bdo USA Employee Stock Ownership Plan reports 9,258 participants - 12x that state average ($1.1B EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)	$915M
Net Assets (End of Year)	-$148M
Net Income	$221M
Employer EIN	135381590
Plan Effective Date	2023-08-31
Filing Status	FILING RECEIVED

Sponsor Plan History (Bdo USA, P.C.)

Total plan assets by year, all Bdo USA, P.C. plans on file

Year	Plans	Participants	Total Assets
2022	2	10,223	$1.5B
2023	4	31,460	$3.6B
2024	3	19,668	$3.0B

Nearby ESOP Plans in Illinois

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

Bdo USA 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
Shorr Paper Products, Inc. Employee Stock Ownership Plan $430M · 543
Rli Corp. Employee Stock Ownership Plan $404M · 1,001
Imeg Corp. Employee Stock Ownership Plan $318M · 2,225

Compare Bdo USA Employee Stock Ownership Plan side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Bdo USA Employee Stock Ownership Plan by total assets, not by location.

Hypertherm Associate Stock Ownership Plan (NH) $1.1B · 1,481
The Bank of America Transferred Savings Account Plan (RI) $1.1B · 4,298
Highland Homes Employee Stock Ownership Plan (TX) $983M · 891
Evapco, Inc. Employee Stock Ownership Plan (MD) $1.1B · 1,803

Frequently Asked Questions

How did Bdo USA Employee Stock Ownership Plan assets move in 2024? ▼

Bdo USA Employee Stock Ownership Plan grew sharply - up 16.0% during 2024, from $915M to $1.1B. Reported net income was $221M.

How have Bdo USA, P.C. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bdo USA, P.C.'s sponsor-wide assets grew 98.6%, from $1.5B to $3.0B.

Where does Bdo USA Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Bdo USA Employee Stock Ownership Plan ranks in the 99th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).

Which ESOP plans are similar in size to Bdo USA Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Hypertherm Associate Stock Ownership Plan in NH ($1.1B, 1,481 participants).

Next read for Bdo USA Employee Stock Ownership Plan

Filing takeaways

Ways to act on Bdo USA Employee Stock Ownership Plan's numbers.

By total assets, Bdo USA 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 Illinois. Compare plans
Bdo USA, P.C.'s sponsor-wide assets have grown 98.6% since 2022 across 3 plan years on file. More Professional & Technical Services 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 135381590.

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.