ESOP · DOL Form 5500 · 2024

Acuity Healthcare Holdings, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets: N/A
Participants Small participant base: 27th
Percentile by assets National rank

PlainRetire home → About this data RSS: change history

Official DOL plan name: Acuity Healthcare Employee Stock Ownership Plan and Trust · Sponsored by Acuity Healthcare Holdings, Inc. · Pennsylvania · Healthcare & Social Assistance

$2M in assets, N/A participants

Acuity Healthcare Holdings, Inc.'s Acuity Healthcare Employee Stock Ownership Plan and Trust reported $2M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

#4,166 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Acuity Healthcare Employee Stock Ownership Plan and Trust holds $2M for N/A participants, in the lower half of filed plans by assets.

#4,166
in Healthcare & Social Assistance (16,916 peers): +3.3%
assets growth YoY

Acuity Healthcare Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Acuity Healthcare Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$1,638,433 27th percentile higher than 27% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Acuity Healthcare Employee Stock Ownership Plan and Trust reported net income rose from -$946 in the plan year 2023 filing to $51K in the plan year 2024 filing.
Acuity Healthcare Employee Stock Ownership Plan and Trust end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 465089007 · Acuity Healthcare Holdings, Inc. PY 2024 · ESOP

Acuity Healthcare Employee Stock Ownership Plan and Trust · $2M · N/A · 27th

TYPE $2M
TYPE N/A
TYPE 27th
TYPE ESOP
TYPE near First Alarm Employee Stock Ownership Plan and Trust
TYPE ind #4166

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 →

End-of-year total assets ($M) among Acuity Healthcare Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$51K
Employer EIN	465089007
Plan Effective Date	2013-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Acuity Healthcare Holdings, Inc.)

Latest sponsor-wide plan assets: $2M 3.2625623397978276% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	498	$2M
2023	1	N/A	$2M
2024	1	N/A	$2M

Nearby ESOP Plans in Pennsylvania

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

Acuity Healthcare Employee Stock Ownership Plan and Trust 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
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

Compare Acuity Healthcare Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Acuity Healthcare Employee Stock Ownership Plan and Trust's closest out-of-state ESOP peers by assets

Outside Pennsylvania, the nearest ESOP by end-of-year assets is First Alarm Employee Stock Ownership Plan and Trust in CA at $2M (this filing: $2M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

First Alarm Employee Stock Ownership Plan and Trust (CA) $2M · 138
Point of Beginning, Inc. Employee Stock Ownership Plan (WI) $2M · 39
Daymark Energy Advisors, Inc. Employee Stock Ownership Plan (MA) $2M · 34
Hand Construction Co., Inc. Employee Stock Ownership Plan (LA) $2M · 30

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 Acuity Healthcare Employee Stock Ownership Plan and Trust assets move in 2024? ▼

Acuity Healthcare Employee Stock Ownership Plan and Trust edged up modestly - up 3.3% during 2024, from $2M to $2M. Reported net income was $51K.

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

Across 3 plan years on file (2022-2024), Acuity Healthcare Holdings, Inc.'s sponsor-wide assets grew 3.3%, from $2M to $2M.

Which ESOP plans are similar in size to Acuity Healthcare Employee Stock Ownership Plan and Trust? ▼

Among ESOP plans in other states, the closest by assets is First Alarm Employee Stock Ownership Plan and Trust in CA ($2M, 138 participants).

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 465089007.