ESOP · DOL Form 5500 · 2022

Retirement Planning Services, Inc. ESOP

Data updated 2026-08-25

$630K
Total assets Small plan by assets
43
Participants Small participant base
20th
Percentile by assets National rank
$14,661
Avg per participant Low balance/head
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Official DOL plan name: Retirement Planning Services, Inc. Employee Stock Ownership Plan · Sponsored by Retirement Planning Services, Inc. · Colorado · Professional & Technical Services

$630K in assets, 43 participants

Retirement Planning Services, Inc.'s Retirement Planning Services, Inc. Employee Stock Ownership Plan reported $630K in total assets and 43 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,570 in Professional & Technical Services (21,562 peers)

Retirement Planning Services, Inc. multi-year trail

Retirement Planning Services, Inc.'s plans moved -94.0% in assets from 2022 to 2023; this filing shows Retirement Planning Services, Inc. Employee Stock Ownership Plan at $630K / 43 participants.

#3,570
in Professional & Technical Services (21,562 peers)
-22.4%
assets change YoY

The plan reported a net loss of $182K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Planning Services, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Retirement Planning Services, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$630,425 20th percentile higher than 20% of 139,123 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 2022

Retirement Planning Services, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Planning Services, Inc. Employee Stock Ownership Plan is a small filing (43 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 841096179 · Retirement Planning Services, Inc. PY 2022 · ESOP

Retirement Planning Services, Inc. Employee Stock Ownership Plan · $630K · 43 · 20th

  • EBSA $630K
  • EBSA 43
  • EBSA 20th
  • EBSA ESOP
  • EBSA near Ebby Halliday, Inc. Profit Sharing Plan
  • EBSA ind #3570

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 Colorado →

Retirement Planning Services, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Retirement Planning Services, Inc. Employee Stock Ownership PlanRetirement Planning Services…$630KEbby Halliday, Inc. Profit Sharing PlanEbby Halliday, Inc. Profit S…$630KBastian Trucking, Inc Employee Stock Ownership PlanBastian Trucking, Inc Employ…$631KMl Dewane Inc ESOP Plan and TrustMl Dewane Inc ESOP Plan and …$628KMnx Innovations, Ltd. Employee Stock Ownership Plan and TrustMnx Innovations, Ltd. Employ…$626K
End-of-year total assets ($M) among Retirement Planning Services, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Retirement Planning Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Retirement Planning Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$38K 94.02070032121188% vs 2022
2023 filing year
$0M$0.2M$0.4M$0.6M$0.8M 20222023 $0.63M $0.04M ▼ -93.7%
Year Plans Participants Total Assets
2022 1 43 $630K
2023 2 43 $38K

Retirement Planning Services, Inc. filing trail (2022)

Total Assets (Beginning of Year)$813K
Net Assets (End of Year)$630K
Net Income-$182K
Employer EIN841096179
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Colorado

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

Retirement Planning Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -1000100200300400 Total assets ($M) Participants Retirement Planning Services, Inc. Employee Stock Ownership Plan, Total assets ($M): 0.630425 · Participants: 43Retirement Planning Services, Inc. Employee Stock Ownership PlanAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 285.815279 · Participants: 597Alpine Lumber Company Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 232.984751 · Participants: 206Brown Strauss, Inc. Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 217.557758 · Participants: 1013Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 170.68 · Participants: 932Envision Management Holding, Inc. Employee Stock Ownership PlanCatamount Constructors, Inc. Employee Stock Ownership Plan, Total assets ($M): 112.205631 · Participants: 181Catamount Constructors, Inc. Employee Stock Ownership Plan
Retirement Planning Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Retirement Planning Services, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Retirement Planning Services, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Colorado, the nearest ESOP by assets is Ebby Halliday, Inc. Profit Sharing Plan in TX ($630K); by covered participants it is Sacred Wind Employee Stock Ownership Plan in NM (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Retirement Planning Services, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Retirement Planning Services, Inc. Employee Stock Ownership Plan declined sharply - down 22.4% during 2022, from $813K to $630K. Reported net income was -$182K.
How have Retirement Planning Services, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Retirement Planning Services, Inc.'s sponsor-wide assets declined 94.0%, from $630K to $38K.
Where does Retirement Planning Services, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Retirement Planning Services, Inc. Employee Stock Ownership Plan ranks in the 20th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Retirement Planning Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ebby Halliday, Inc. Profit Sharing Plan in TX ($630K, N/A participants).
Which ESOP plans cover a similar participant headcount to Retirement Planning Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sacred Wind Employee Stock Ownership Plan in NM (43 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 841096179.

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.