Abt Associates Inc. Employees Stock Ownership Plan — Form 5500 plan (Abt Global Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Abt Associates Inc. Employees Stock Ownership Plan is a benefit plan reported by Abt Global Inc. under EIN 93-4368162 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,697 participants and $191,580,424 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$168MPlan net assets, end of year$167,997,126
Participants3.7KCovered participants reported3,697
Assets / participant$51.8KComputed: assets ÷ participants$51,821 (computed)
Provider compensationNone reported
Plan sponsor
Abt Global Inc.
EIN
93-4368162
Plan number
002
Plan type
2
Location
Cambridge, MA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,697H20250509151612NAL0013445601001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$191.6M total assets
Net assets$168MLiabilities$23.6M
Money in vs. money out
Total income / additions$27.7M
Total expenses$147.8M
Benefits paid / distributions$147.1M
Contributions
Employer$7.7M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$191,580,424
Total liabilities (EOY)
$23,583,298
Net assets (EOY)
$167,997,126
Net assets (BOY)
$288,011,226

Income & contributions

Employer contributions
$7,692,856
Total contributions
$7,692,856
Total income / additions
$27,747,930

Expenses & distributions

Benefits paid
$147,125,163
Administrative expenses
$0
Total expenses
$147,762,030
Net increase / (decrease)
-$120,014,100
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets88%Computed ratio
Benefits paid ÷ total income530%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages