ESOP · DOL Form 5500 · 2024

Althouse and Meade, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
68
Participants Small participant base
29th
Percentile by assets National rank
$28,950
Avg per participant Low balance/head
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Official DOL plan name: Althouse and Meade, Inc. Employee Stock Ownership Plan · Sponsored by Althouse and Meade, Inc. · California · Professional & Technical Services

$2M in assets, 68 participants

Althouse and Meade, Inc.'s Althouse and Meade, Inc. Employee Stock Ownership Plan reported $2M in total assets and 68 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,043 in Professional & Technical Services (20,173 peers)

Althouse and Meade, Inc. multi-year trail

Althouse and Meade, Inc.'s plans moved +198.2% in assets from 2022 to 2024; this filing shows Althouse and Meade, Inc. Employee Stock Ownership Plan at $2M / 68 participants.

#5,043
in Professional & Technical Services (20,173 peers)
+5.6%
assets growth YoY

Althouse and Meade, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Althouse and Meade, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,968,567 29th percentile higher than 29% 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

Althouse and Meade, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Althouse and Meade, Inc. Employee Stock Ownership Plan is a small filing (68 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Althouse and Meade, Inc. Employee Stock Ownership Plan reported participants rose from 35 in the plan year 2023 filing to 68 in the plan year 2024 filing.
  • Althouse and Meade, Inc. Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2023 filing to $155K in the plan year 2024 filing.
  • Althouse and Meade, Inc. Employee Stock Ownership Plan 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 →

Published 5500 schedule card

Filing strip 770541565 · Althouse and Meade, Inc. PY 2024 · ESOP

Althouse and Meade, Inc. Employee Stock Ownership Plan · $2M · 68 · 29th

  • VS-ST $2M
  • BOY 68
  • SCH 29th
  • EBSA ESOP
  • PART near Aftercare Nursing Services, Inc. Employee Stock Ownership Plan
  • TYPE ind #5043

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 →

Althouse and Meade, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Althouse and Meade, Inc. Employee Stock Ownership PlanAlthouse and Meade, Inc. Emp…$2MAftercare Nursing Services, Inc. Employee Stock Ownership PlanAftercare Nursing Services, …$2MKvk Precision Specialties, Inc. Employee Stock Ownership PlanKvk Precision Specialties, I…$2MFirst National Bank of Sparta Profit Sharing PlanFirst National Bank of Spart…$2MHeritage Homes Employee Stock Ownership PlanHeritage Homes Employee Stoc…$2M
End-of-year total assets ($M) among Althouse and Meade, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Althouse and Meade, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Althouse and Meade, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 198.23745165263526% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 202220232024 $0.66M $1.97M ▲ +198.5%
Year Plans Participants Total Assets
2022 1 37 $660K
2023 1 35 $2M
2024 1 68 $2M

Althouse and Meade, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income$155K
Employer EIN770541565
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Althouse and Meade, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Althouse and Meade, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.001968567 · Participants: 68Althouse and Meade, 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
Althouse and Meade, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Althouse and Meade, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Aftercare Nursing Services, Inc. Employee Stock Ownership Plan in NY ($2M); by covered participants it is First Commercial Financial Corp. Employee Stock Ownership Plan in TX (68 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (68 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 Althouse and Meade, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Althouse and Meade, Inc. Employee Stock Ownership Plan grew at a solid clip - up 5.6% during 2024, from $2M to $2M. Reported net income was $155K.
How have Althouse and Meade, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Althouse and Meade, Inc.'s sponsor-wide assets grew 198.2%, from $660K to $2M.
Which ESOP plans are similar in size to Althouse and Meade, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Aftercare Nursing Services, Inc. Employee Stock Ownership Plan in NY ($2M, 191 participants).
Which ESOP plans cover a similar participant headcount to Althouse and Meade, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is First Commercial Financial Corp. Employee Stock Ownership Plan in TX (68 participants, $11M 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 770541565.

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.