ESOP · DOL Form 5500 · 2024

Acct Holdings, Inc. ESOP

Data updated 2026-07-24

$90M
Total assets: 6,929
Participants: 90th
Percentile by assets: $12,948
Avg per participant

Official DOL plan name: Acct Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Acct Holdings, Inc. · Pennsylvania · Administrative & Support Services

$90M in assets, 6,929 participants

Acct Holdings, Inc.'s Acct Holdings, Inc. Employee Stock Ownership Plan reported $90M in total assets and 6,929 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

90th percentile by assets (of 116,472 plans)

Coverage in Pennsylvania

Acct Holdings, Inc. Employee Stock Ownership Plan covers 6,929 participants in Pennsylvania, 8.4x the typical Pennsylvania plan (state average ~824 per filing). Assets: $90M.

$90M
total plan assets (2024 EOY): 6,929
covered participants: 90th
percentile by assets (of 116,472 plans): $12,948
avg assets per participant

Acct Holdings, Inc. Employee Stock Ownership Plan reported net income rose from $20M in the plan year 2023 filing to $30M in the plan year 2024 filing.
Acct Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $85M in the plan year 2023 filing to $90M in the plan year 2024 filing.
Acct Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 6,885 in the plan year 2023 filing to 6,929 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Pennsylvania

Industry

Administrative & Support Services

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 824 participants across 5,360 plans. Acct Holdings, Inc. Employee Stock Ownership Plan reports 6,929 participants - 8.4x that state average ($90M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)	$85M
Net Assets (End of Year)	-$181M
Net Income	$30M
Employer EIN	050567511
Plan Effective Date	2021-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Acct Holdings, Inc.)

Total plan assets by year, all Acct Holdings, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	6,164	$65M
2023	1	6,885	$85M
2024	1	6,929	$90M

Nearby ESOP Plans in Pennsylvania

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

Acct Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants

Wawa, Inc. Employee Stock Ownership Plan $5.5B · 37,745
Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.8B · 544
Centimark Corporation Employee Stock Ownership Plan and Trust $680M · 2,444
D & H Employee Stock Ownership Plan $314M · 1,459
Newage Industries, Inc. Employee Stock Ownership Plan $296M · 264

Compare Acct Holdings, Inc. Employee Stock Owner… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Acct Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.

Hmc Architects Employee Stock Ownership Plan (CA) $90M · 277
Mccreary Modern, Inc. Employee Stock Ownership Plan (NC) $90M · 707
First American Bank Corporation Employee Stock Ownership Plan (IL) $90M · 781
Equus Holdings, Inc. Employee Stock Ownership Plan (MN) $89M · 125

Frequently Asked Questions

How did Acct Holdings, Inc. Employee Stock Ownership Plan assets move in 2024? ▼

Acct Holdings, Inc. Employee Stock Ownership Plan grew at a solid clip - up 5.1% during 2024, from $85M to $90M. Reported net income was $30M.

How have Acct Holdings, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Acct Holdings, Inc.'s sponsor-wide assets grew 37.6%, from $65M to $90M.

Where does Acct Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Acct Holdings, Inc. Employee Stock Ownership Plan ranks in the 90th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which ESOP plans are similar in size to Acct Holdings, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Hmc Architects Employee Stock Ownership Plan in CA ($90M, 277 participants).

Next read for Acct Holdings, Inc. Employee Stock Owner…

Filing takeaways

Ways to act on Acct Holdings, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Acct Holdings, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
Acct Holdings, Inc.'s sponsor-wide assets have grown 37.6% since 2022 across 3 plan years on file. More Administrative & Support 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 050567511.

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.