ESOP · DOL Form 5500 · 2024
Acct Holdings, Inc. ESOP
Data updated 2026-08-25
- $90M
- Total assets Below avg plan size
- 6,929
- Participants Above avg headcount
- 90th
- Percentile by assets National rank
- $12,948
- Avg per participant Low balance/head
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.
- #4,152 in Administrative & Support Services (4,368 peers)
Coverage in Pennsylvania
Acct Holdings, Inc. Employee Stock Ownership Plan covers 6,929 participants in Pennsylvania, 8.4x the typical Pennsylvania plan (state average ~822 per filing). Assets: $90M.
- #4,152
- in Administrative & Support Services (4,368 peers)
- +5.1%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Acct Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets
Acct Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$89,716,504 Top 10% higher than 90% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Acct Holdings, Inc. 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. Acct Holdings, Inc. Employee Stock Ownership Plan lands in the large band (6,929 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
DOL schedule card
Filing strip 050567511 · Acct Holdings, Inc. PY 2024 · ESOP
Acct Holdings, Inc. Employee Stock Ownership Plan · $90M · 6,929 · 90th
- EIN $90M
- RANK 6,929
- PHOTO 90th
- IND ESOP
- EOY near Hmc Architects Employee Stock Ownership Plan
- 5500 ind #4152
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 Pennsylvania →
Acct Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Acct Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $90M 37.61539639449257% vs 2022
- 2024 filing year
| 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.
- Wawa, Inc. Employee Stock Ownership Plan $5.5B · 37,745
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.8B · 544
- Sheetz, Inc. Employee Stock Ownership Plan $721M · 14,939
- Centimark Corporation Employee Stock Ownership Plan and Trust $680M · 2,444
- D & H Employee Stock Ownership Plan $314M · 1,459
Scale composition for Acct Holdings, Inc. Employee Stock Ownership Plan
Acct Holdings, Inc. Employee Stock Ownership Plan reports $90M in end-of-year assets across 6,929 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $12,948 per participant (9% of the national average assets-per-participant) . Net income for plan year 2024 was $30M.
This plan identity (EIN 050567511, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $65M to $90M (+37.6%) while covered participants moved from 6,164 to 6,929 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,164 | $65M | Open filing |
| 2023 | 6,885 | $85M | Open filing |
| 2024 · index core | 6,929 | $90M | This page |
Acct Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Pennsylvania, the nearest ESOP by assets is Hmc Architects Employee Stock Ownership Plan in CA ($90M); by covered participants it is Schreiber Foods, Inc Employee Stock Ownership Plan in WI (6,519 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($90M here).
Similar participant headcount
Nearest other-state filings by covered participants (6,929 participants); asset peers above are excluded.
- Schreiber Foods, Inc Employee Stock Ownership Plan (WI) 6,519 · 410 off
- Nvr, Inc. Employee Stock Ownership Plan (VA) 6,515 · 414 off
- Lockheed Martin Corporation Capital Accumulation Plan (MD) 7,445 · 516 off
- Lockheed Martin Corporation Basic Benefit Plan for Hourly Employees (MD) 7,492 · 563 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.