ESOP · DOL Form 5500 · 2024

National Holding Company, Inc ESOP

Data updated 2026-08-25

$27M
Total assets Below avg plan size
146
Participants Small participant base
76th
Percentile by assets National rank
$185,663
Avg per participant Above avg balance/head
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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.

  • #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.

#2,482
in Transportation & Warehousing (3,299 peers)
-1.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

National Van Lines Employee Stock Ownership Plan's outsized position 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 $2,050,000,000 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

National Van Lines 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. National Van Lines Employee Stock Ownership Plan sits mid-pack in the medium band (146 participants).

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 →

Published 5500 schedule card

Filing strip 452206766 · National Holding Company, Inc PY 2024 · ESOP

National Van Lines Employee Stock Ownership Plan · $27M · 146 · 76th

  • EIN $27M
  • EIN 146
  • EIN 76th
  • EIN ESOP
  • EIN near Life-Assist, Inc. Employee Stock Ownership Plan
  • EIN ind #2482

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 →

National Van Lines Employee Stock Ownership Plan in the asset neighbourhood

Lithographix, Inc. Employee Stock Ownership PlanLithographix, Inc. Employee …$27MNational Van Lines Employee Stock Ownership PlanNational Van Lines Employee …$27MLife-Assist, Inc. Employee Stock Ownership PlanLife-Assist, Inc. Employee S…$27MSgh Redglaze Holdings, Inc. Employee Stock Ownership PlanSgh Redglaze Holdings, Inc. …$27MWheeler Services, Inc. Employee Stock Ownership PlanWheeler Services, Inc. Emplo…$27M
End-of-year total assets ($M) among National Van Lines Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

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)

Sponsor-wide plan assets over time

All National Holding Company, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$27M 62.803381381381385% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.7M $27.1M ▲ +62.8%
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 ($B) Participants National Van Lines Employee Stock Ownership Plan, Total assets ($B): 0.027106763 · Participants: 146National Van Lines 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 ($B): 1.429776889 · Participants: 491Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 1.0622005 · Participants: 9258Bdo USA Employee Stock Ownership PlanShorr Paper Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.430213996 · Participants: 543Shorr Paper Products, Inc. Employee Stock Ownership Plan
National Van Lines Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare National Van Lines Employee Stock Ownership Plan side-by-side with 3 peers →

National Van Lines Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Life-Assist, Inc. Employee Stock Ownership Plan in CA ($27M); by covered participants it is Herregan Distributors, Inc. Employee Stock Ownership Plan in MN (146 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (146 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 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).
Which ESOP plans cover a similar participant headcount to National Van Lines Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Herregan Distributors, Inc. Employee Stock Ownership Plan in MN (146 participants, $470K 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 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.