Other
2024 plan-year Other DOL Form 5500

Applied Behavior Consultants, Inc. Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Applied Behavior Consultants, Inc. · California · Healthcare & Social Assistance

What the 2023 filing shows

Applied Behavior Consultants, Inc. Employee Stock Ownership Plan holds $5M for 174 participants — about $27,112 per participant, up 9.9% over the 2024 plan year.

$5M
total plan assets (2024 EOY)
174
covered participants
$27,112
avg assets per participant
+9.9%
assets growth YoY
Total Assets (2023)
$5M
Participants
174
State
Industry
Healthcare & Social Assistance

What the Filing Says About Applied Behavior Consultants, Inc. Employee Stock Ownership Plan

Applied Behavior Consultants, Inc. Employee Stock Ownership Plan is a Other retirement plan sponsored by Applied Behavior Consultants, Inc., headquartered in California. As of the 2024 Form 5500 filing, the plan reports $5M in total end-of-year assets and covers 174 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 680400630, and the plan has been effective since 2005-02-28. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $4M at the beginning of 2024 to $5M at year-end — a gain of 9.9%. Net assets (after liabilities) closed the year at $5M, with reported net income of $462K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$4M
Total Assets (End of Year)$5M
Net Assets (End of Year)$5M
Net Income$462K
Plan TypeOther
Employer EIN680400630
Plan Effective Date2005-02-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Applied Behavior Consultants, Inc.)

Year Plans Participants Total Assets
2022 1 159 $4M
2023 1 153 $4M
2024 1 174 $5M

Nearby Other Plans in California

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

Frequently Asked Questions

How much money is in the Applied Behavior Consultants, Inc. Employee Stock Ownership Plan?
As of the 2024 Form 5500 filing, Applied Behavior Consultants, Inc. Employee Stock Ownership Plan holds $5M in total assets with 174 participants. It is sponsored by Applied Behavior Consultants, Inc..
What type of plan is Applied Behavior Consultants, Inc. Employee Stock Ownership Plan?
Applied Behavior Consultants, Inc. Employee Stock Ownership Plan is a Other plan. It has been effective since 2005-02-28. The plan is filed with the U.S. Department of Labor under EIN 680400630.
Who sponsors the Applied Behavior Consultants, Inc. Employee Stock Ownership Plan?
Applied Behavior Consultants, Inc. Employee Stock Ownership Plan is sponsored by Applied Behavior Consultants, Inc., located in California. The sponsor's EIN is 680400630 and the plan operates in the Healthcare & Social Assistance industry.
How did Applied Behavior Consultants, Inc. Employee Stock Ownership Plan perform in 2024?
Applied Behavior Consultants, Inc. Employee Stock Ownership Plan grew by 9.9% during 2024, moving from $4M to $5M in total assets. Net income was $462K.
Where can I find official filings for Applied Behavior Consultants, Inc. Employee Stock Ownership Plan?
Official Form 5500 filings for Applied Behavior Consultants, Inc. Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 680400630 or plan name at efast.dol.gov.
How does Applied Behavior Consultants, Inc. Employee Stock Ownership Plan compare to other plans?
You can compare Applied Behavior Consultants, Inc. Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 680400630.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.