Plan Ledger DOL Form 5500 · updated monthly

National Holding Company, IncESOP

NATIONAL VAN LINES EMPLOYEE STOCK OWNERSHIP PLAN · BROADVIEW, IL · plan year 2023

Employer contribution per participant · 2023
$8,995

National Holding Company, Inc's 2023 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $22,761,049 across 133 participant accounts, with employer contributions averaging $8,995 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 1,583rd-largest of 3,702 plans among Illinois employers on file, and the 672nd of 2,677 in transportation & warehousing.

Plan summary
Net assets, end of year$22,761,049
Participants with balances133
Active participants122
Employer contributions$1,097,375
Employee contributions—
Employer contribution per active participant$8,995
Average account balance$171,136
Benefits paid to participants$678,558
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.6M · 152 accts · $2.0M emplr
2023$22.8M · 133 accts · $1.1M emplr
2022$11.8M · 138 accts · $1.2M emplr
Employer contributions to the National Holding Company, Inc plan · 2023
Employer contribution per active participant$8,995
Median for plans this size$2,440
2024$14,616 per active participant
2023$8,995 per active participant
2022$9,787 per active participant

National Holding Company, Inc's 2023 employer contribution ran above the $2,440 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Administrative cost history3
2024Not separately reported
2023Not separately reported
2022Not separately reported
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 452206766 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.