ESOP · DOL Form 5500 · 2022

Shasta Forest Products, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
28
Participants Small participant base
58th
Percentile by assets National rank
$261,135
Avg per participant Above avg balance/head
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Official DOL plan name: Shasta Forest Products, Inc. Employee Stock Ownership Plan · Sponsored by Shasta Forest Products, Inc. · California · Manufacturing

$7M in assets, 28 participants

Shasta Forest Products, Inc.'s Shasta Forest Products, Inc. Employee Stock Ownership Plan reported $7M in total assets and 28 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #9,078 in Manufacturing (20,602 peers)

Shasta Forest Products, Inc. multi-year trail

Shasta Forest Products, Inc.'s plans moved -19.7% in assets from 2022 to 2024; this filing shows Shasta Forest Products, Inc. Employee Stock Ownership Plan at $7M / 28 participants.

#9,078
in Manufacturing (20,602 peers)
-10.6%
assets change YoY

The plan reported a net loss of $950K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shasta Forest Products, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Shasta Forest Products, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$7,311,781 Top 42% higher than 58% 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

Shasta Forest Products, 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. Shasta Forest Products, Inc. Employee Stock Ownership Plan is a small filing (28 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 942299476 · Shasta Forest Products, Inc. PY 2022 · ESOP

Shasta Forest Products, Inc. Employee Stock Ownership Plan · $7M · 28 · 58th

  • EIN $7M
  • EIN 28
  • EIN 58th
  • EIN ESOP
  • EIN near The Sherman Engineering Company Employee Stock Ownership Plan
  • EIN ind #9078

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 →

Shasta Forest Products, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Transitions Group, Inc. Employee Stock Ownership Plan and Trust AgreementTransitions Group, Inc. Empl…$7MShasta Forest Products, Inc. Employee Stock Ownership PlanShasta Forest Products, Inc.…$7MThe Sherman Engineering Company Employee Stock Ownership PlanThe Sherman Engineering Comp…$7MIrondale Industrial Contractors, Inc. Employee Stock Ownership PlanIrondale Industrial Contract…$7MOnex, Inc. Employee Stock Ownership PlanOnex, Inc. Employee Stock Ow…$7M
End-of-year total assets ($M) among Shasta Forest Products, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Shasta Forest Products, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Shasta Forest Products, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 19.734836150043332% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 202220232024 $7.31M $5.87M ▼ -19.7%
Year Plans Participants Total Assets
2022 1 28 $7M
2023 1 24 $7M
2024 1 23 $6M

Shasta Forest Products, Inc. filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$950K
Employer EIN942299476
Plan Effective Date1977-11-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Shasta Forest Products, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Shasta Forest Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.007311781 · Participants: 28Shasta Forest Products, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Shasta Forest Products, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Shasta Forest Products, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Shasta Forest Products, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is The Sherman Engineering Company Employee Stock Ownership Plan in PA ($7M); by covered participants it is Clay County Savings Bank Employee Stock Ownership Plan in MO (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Shasta Forest Products, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Shasta Forest Products, Inc. Employee Stock Ownership Plan pulled back noticeably - down 10.6% during 2022, from $8M to $7M. Reported net income was -$950K.
How have Shasta Forest Products, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shasta Forest Products, Inc.'s sponsor-wide assets declined 19.7%, from $7M to $6M.
Which ESOP plans are similar in size to Shasta Forest Products, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Sherman Engineering Company Employee Stock Ownership Plan in PA ($7M, 41 participants).
Which ESOP plans cover a similar participant headcount to Shasta Forest Products, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Clay County Savings Bank Employee Stock Ownership Plan in MO (28 participants, $624K 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 942299476.

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.