ESOP · DOL Form 5500 · 2024

National Holding Company, Inc ESOP

Data updated 2026-08-11

$27M
Total assets
146
Participants
76th
Percentile by assets
$185,663
Avg per participant
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Official DOL plan name: National Van Lines Employee Stock Ownership Plan · Sponsored by National Holding Company, Inc · Illinois · Transportation & Warehousing

$27M in assets, 146 participants

National Holding Company, Inc's National Van Lines Employee Stock Ownership Plan reported $27M in total assets and 146 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • 76th percentile by assets (of 123,622 plans)
  • #2,482 in Transportation & Warehousing (3,299 peers)

Coverage in Illinois

National Van Lines Employee Stock Ownership Plan covers 146 participants in Illinois, about 19% of the average Illinois filer (state average ~779 per filing). Assets: $27M.

$27M
total plan assets (2024 EOY)
146
covered participants
76th
percentile by assets (of 123,622 plans)
$185,663
avg assets per participant

The plan reported a net loss of $120K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where National Van Lines Employee Stock Ownership Plan sits by total assets

National Van Lines Employee Stock Ownership Plan vs every filed plan by assets

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

$27,106,763 Top 24% higher than 76% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • National Van Lines Employee Stock Ownership Plan reported net income fell from $11M in the plan year 2023 filing to -$120K in the plan year 2024 filing.
  • National Van Lines Employee Stock Ownership Plan reported participants rose from 126 in the plan year 2023 filing to 146 in the plan year 2024 filing.
  • National Van Lines Employee Stock Ownership Plan end-of-year assets fell from $27M in the plan year 2023 filing to $27M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Illinois
Industry
Transportation & Warehousing

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. National Van Lines Employee Stock Ownership Plan reports 146 participants - about 19% of that state average ($27M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$23M
Net Income-$120K
Employer EIN452206766
Plan Effective Date2010-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Holding Company, Inc)

$15M$20M$25M$30M 202220232024 $16.7M $27.1M ▲ +62.8%
Total plan assets by year, all National Holding Company, Inc plans on file
Year Plans Participants Total Assets
2022 1 127 $17M
2023 1 126 $27M
2024 1 146 $27M

Nearby ESOP Plans in Illinois

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

National Van Lines Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50000500010000 -101234 Total assets ($B) Participants National Van Lines E…, Total assets ($B): 0.027106763 · Participants: 146National Van Lines E…Amsted Industries In…, Total assets ($B): 3.699095694 · Participants: 4909Amsted Industries In…Kehe Distributors, I…, Total assets ($B): 2.165348047 · Participants: 4815Kehe Distributors, I…Scot Forge Company E…, Total assets ($B): 1.429776889 · Participants: 491Scot Forge Company E…Bdo USA Employee Sto…, Total assets ($B): 1.0622005 · Participants: 9258Bdo USA Employee Sto…Shorr Paper Products…, Total assets ($B): 0.430213996 · Participants: 543Shorr Paper Products…
National Van Lines Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare National Van Lines Employee Stock Owners… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to National Van Lines Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did National Van Lines Employee Stock Ownership Plan assets move in 2024? ▼
National Van Lines Employee Stock Ownership Plan edged down modestly - down 1.1% during 2024, from $27M to $27M. Reported net income was -$120K.
How have National Holding Company, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Holding Company, Inc's sponsor-wide assets grew 62.8%, from $17M to $27M.
Where does National Van Lines Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
National Van Lines Employee Stock Ownership Plan ranks in the 76th 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 National Van Lines Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Life-Assist, Inc. Employee Stock Ownership Plan in CA ($27M, 104 participants).

Next read for National Van Lines Employee Stock Owners…

Filing takeaways

Ways to act on National Van Lines Employee Stock Ownership Plan's numbers.

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 452206766.

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.