ESOP · DOL Form 5500 · 2024

Bdo USA, P.C. ESOP

Data updated 2026-08-25

$1.1B
Total assets Very large vs avg
9,258
Participants Very large workforce
99th
Percentile by assets National rank
$114,733
Avg per participant Below avg balance/head
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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.

  • #19,971 in Professional & Technical Services (20,173 peers)

Coverage in Illinois

Bdo USA Employee Stock Ownership Plan covers 9,258 participants in Illinois, 12x the typical Illinois plan (state average ~779 per filing). Assets: $1.1B.

#19,971
in Professional & Technical Services (20,173 peers)
+16.0%
assets growth YoY
11×
vs typical plan assets (national mean)

Bdo USA Employee Stock Ownership Plan's outsized position by total assets

Bdo USA Employee Stock Ownership Plan vs every filed plan by assets

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

$1,062,200,500 Top 1% higher than 99% 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

Bdo USA Employee 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. Bdo USA Employee Stock Ownership Plan lands in the large band (9,258 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Published 5500 schedule card

Filing strip 135381590 · Bdo USA, P.C. PY 2024 · ESOP

Bdo USA Employee Stock Ownership Plan · $1.1B · 9,258 · 99th

  • SCH $1.1B
  • EBSA 9,258
  • PART 99th
  • TYPE ESOP
  • NET near Hypertherm Associate Stock Ownership Plan
  • BOOK ind #19971

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 Illinois →

Bdo USA Employee Stock Ownership Plan in the asset neighbourhood

Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanRaymond James Financial, Inc…$1.1BThe Bank of America Transferred Savings Account PlanThe Bank of America Transfer…$1.1BHypertherm Associate Stock Ownership PlanHypertherm Associate Stock O…$1.1BBdo USA Employee Stock Ownership PlanBdo USA Employee Stock Owner…$1.1BHighland Homes Employee Stock Ownership PlanHighland Homes Employee Stoc…$983M
End-of-year total assets ($B) among Bdo USA Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$915M
Net Assets (End of Year)-$148M
Net Income$221M
Employer EIN135381590
Plan Effective Date2023-08-31
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Bdo USA, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3.0B 98.57821269610334% vs 2022
2024 filing year
$1B$2B$3B$4B 202220232024 $1.51B $3.01B ▲ +99.3%
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 Scatter plot of 6 data points. 0200040006000800010000 01234 Total assets ($B) Participants Bdo USA Employee Stock Ownership Plan, Total assets ($B): 1.0622005 · Participants: 9258Bdo USA Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.699095694 · Participants: 4909Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.165348047 · Participants: 4815Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.429776889 · Participants: 491Scot Forge Company Employee Stock Ownership PlanShorr Paper Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.430213996 · Participants: 543Shorr Paper Products, Inc. Employee Stock Ownership PlanRli Corp. Employee Stock Ownership Plan, Total assets ($B): 0.403829349 · Participants: 1001Rli Corp. Employee Stock Ownership Plan
Bdo USA Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Bdo USA Employee Stock Ownership Plan side-by-side with 3 peers →

Scale composition for Bdo USA Employee Stock Ownership Plan

Bdo USA Employee Stock Ownership Plan reports $1.1B in end-of-year assets across 9,258 participants (0.009% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $114,733 per participant (83% of the national average assets-per-participant) . Net income for plan year 2024 was $221M.

This plan identity (EIN 135381590, plan #004) has 2 Form 5500 filings on file from 2023 to 2024 , with end-of-year assets moving from $915M to $1.1B (+16.0%) while covered participants moved from 10,168 to 9,258 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2023 10,168 $915M Open filing
2024 · index core 9,258 $1.1B This page

The same sponsor also keeps 2 other index-core plans on PlainRetire:

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

Outside Illinois, the nearest ESOP by assets is Hypertherm Associate Stock Ownership Plan in NH ($1.1B); by covered participants it is Polaris Inc. Employee Stock Ownership Plan in MN (9,360 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9,258 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 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 123,622 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).
Which ESOP plans cover a similar participant headcount to Bdo USA Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Polaris Inc. Employee Stock Ownership Plan in MN (9,360 participants, $183M 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 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.