ESOP · DOL Form 5500 · 2024

Act Fulfillment, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
210
Participants Below avg headcount
57th
Percentile by assets National rank
$50,536
Avg per participant Low balance/head
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Official DOL plan name: Act Fulfillment, Inc. Employee Stock Ownership Plan · Sponsored by Act Fulfillment, Inc. · California · Transportation & Warehousing

$11M in assets, 210 participants

Act Fulfillment, Inc.'s Act Fulfillment, Inc. Employee Stock Ownership Plan reported $11M in total assets and 210 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #1,919 in Transportation & Warehousing (3,299 peers)

Coverage in California

Act Fulfillment, Inc. Employee Stock Ownership Plan covers 210 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $11M.

#1,919
in Transportation & Warehousing (3,299 peers)
+4.9%
assets growth YoY

Act Fulfillment, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Act Fulfillment, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$10,612,647 Top 43% higher than 57% 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

Act Fulfillment, Inc. 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. Act Fulfillment, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (210 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Act Fulfillment, Inc. Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2023 filing to $754K in the plan year 2024 filing.
  • Act Fulfillment, Inc. Employee Stock Ownership Plan reported participants rose from 179 in the plan year 2023 filing to 210 in the plan year 2024 filing.
  • Act Fulfillment, Inc. Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 453809718 · Act Fulfillment, Inc. PY 2024 · ESOP

Act Fulfillment, Inc. Employee Stock Ownership Plan · $11M · 210 · 57th

  • BOY $11M
  • SCH 210
  • EBSA 57th
  • PART ESOP
  • TYPE near Jumbo Foods, Inc. Employee Stock Ownership Plan
  • NET ind #1919

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 California →

Act Fulfillment, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Act Fulfillment, Inc. Employee Stock Ownership PlanAct Fulfillment, Inc. Employ…$11MJumbo Foods, Inc. Employee Stock Ownership PlanJumbo Foods, Inc. Employee S…$11MBna Bank Employee Stock Ownership PlanBna Bank Employee Stock Owne…$11MThe Stark Group, Inc. Employee Stock Ownership PlanThe Stark Group, Inc. Employ…$11MFitzwater Holding Group Employee Stock Ownership PlanFitzwater Holding Group Empl…$11M
End-of-year total assets ($M) among Act Fulfillment, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$6M
Net Income$754K
Employer EIN453809718
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Act Fulfillment, Inc.)

Sponsor-wide plan assets over time

All Act Fulfillment, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 16.99648469707177% vs 2022
2024 filing year
$8.5M$9M$9.5M$10M$10.5M$11M 202220232024 $9.07M $10.6M ▲ +17.0%
Year Plans Participants Total Assets
2022 2 336 $9M
2023 1 179 $10M
2024 1 210 $11M

Nearby ESOP Plans in California

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

Act Fulfillment, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Act Fulfillment, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.010612647 · Participants: 210Act Fulfillment, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Act Fulfillment, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Act Fulfillment, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Act Fulfillment, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Jumbo Foods, Inc. Employee Stock Ownership Plan in OK ($11M); by covered participants it is Flinchbaugh Engineering, Inc. Employee Stock Ownership Plan in PA (210 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (210 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 Act Fulfillment, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Act Fulfillment, Inc. Employee Stock Ownership Plan edged up modestly - up 4.9% during 2024, from $10M to $11M. Reported net income was $754K.
How have Act Fulfillment, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Act Fulfillment, Inc.'s sponsor-wide assets grew 17.0%, from $9M to $11M.
Which ESOP plans are similar in size to Act Fulfillment, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Jumbo Foods, Inc. Employee Stock Ownership Plan in OK ($11M, 303 participants).
Which ESOP plans cover a similar participant headcount to Act Fulfillment, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Flinchbaugh Engineering, Inc. Employee Stock Ownership Plan in PA (210 participants, $13M 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 453809718.

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.