ESOP · DOL Form 5500 · 2024

The Belmont Athletic Club, Inc. ESOP

Data updated 2026-08-25

$555K
Total assets Small plan by assets
13
Participants Small participant base
18th
Percentile by assets National rank
$42,705
Avg per participant Low balance/head
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Official DOL plan name: The Belmont Athletic Club, Inc. Employee Stock Ownership Plan · Sponsored by The Belmont Athletic Club, Inc. · California · Arts, Entertainment & Recreation

$555K in assets, 13 participants

The Belmont Athletic Club, Inc.'s The Belmont Athletic Club, Inc. Employee Stock Ownership Plan reported $555K in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,221 in Arts, Entertainment & Recreation (2,921 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, The Belmont Athletic Club, Inc. Employee Stock Ownership Plan ranks #1,221 of 2,921 2024 filers by assets (5002% of the sector average)-$555K for 13 participants.

#1,221
in Arts, Entertainment & Recreation (2,921 peers)
+46.2%
assets growth YoY

The Belmont Athletic Club, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

The Belmont Athletic Club, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$555,167 18th percentile higher than 18% 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

The Belmont Athletic Club, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Belmont Athletic Club, Inc. Employee Stock Ownership Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Belmont Athletic Club, Inc. Employee Stock Ownership Plan reported net income rose from $67K in the plan year 2023 filing to $177K in the plan year 2024 filing.
  • The Belmont Athletic Club, Inc. Employee Stock Ownership Plan end-of-year assets rose from $380K in the plan year 2023 filing to $555K in the plan year 2024 filing.
  • The Belmont Athletic Club, Inc. Employee Stock Ownership Plan reported participants fell from 15 in the plan year 2023 filing to 13 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 455395153 · The Belmont Athletic Club, Inc. PY 2024 · ESOP

The Belmont Athletic Club, Inc. Employee Stock Ownership Plan · $555K · 13 · 18th

  • VS-ST $555K
  • BOY 13
  • SCH 18th
  • EBSA ESOP
  • PART near Hall Directory Employee Stock Ownership Plan
  • TYPE ind #1221

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 California →

The Belmont Athletic Club, Inc. Employee Stock Ownership Plan in the asset neighbourhood

The Belmont Athletic Club, Inc. Employee Stock Ownership PlanThe Belmont Athletic Club, I…$555KJim's Formal Wear Employee Stock Ownership PlanJim's Formal Wear Employee S…$559KRitta & Associates, Inc. Employees Stock Ownership Plan & TrustRitta & Associates, Inc. Emp…$560KHall Directory Employee Stock Ownership PlanHall Directory Employee Stoc…$553KEast Wisconsin Savings Bank Employee Stock Ownership PlanEast Wisconsin Savings Bank …$551K
End-of-year total assets ($M) among The Belmont Athletic Club, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$380K
Net Assets (End of Year)-$2M
Net Income$177K
Employer EIN455395153
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Belmont Athletic Club, Inc.)

Sponsor-wide plan assets over time

All The Belmont Athletic Club, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$555K 77.45185469306868% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.31M $0.56M ▲ +80.6%
Year Plans Participants Total Assets
2022 1 21 $313K
2023 1 15 $380K
2024 1 13 $555K

Nearby ESOP Plans in California

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

The Belmont Athletic Club, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants The Belmont Athletic Club, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000555167 · Participants: 13The Belmont Athletic Club, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
The Belmont Athletic Club, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare The Belmont Athletic Club, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

The Belmont Athletic Club, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Hall Directory Employee Stock Ownership Plan in KS ($553K); by covered participants it is Ncp Capco Development Co. Employee Stock Ownership Plan in AL (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 The Belmont Athletic Club, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
The Belmont Athletic Club, Inc. Employee Stock Ownership Plan surged - up 46.2% during 2024, from $380K to $555K. Reported net income was $177K.
How have The Belmont Athletic Club, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Belmont Athletic Club, Inc.'s sponsor-wide assets grew 77.5%, from $313K to $555K.
Where does The Belmont Athletic Club, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
The Belmont Athletic Club, Inc. Employee Stock Ownership Plan ranks in the 18th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to The Belmont Athletic Club, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hall Directory Employee Stock Ownership Plan in KS ($553K, 10 participants).
Which ESOP plans cover a similar participant headcount to The Belmont Athletic Club, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ncp Capco Development Co. Employee Stock Ownership Plan in AL (13 participants, N/A 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 455395153.

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.