ESOP · DOL Form 5500 · 2022

Form Services, Inc. ESOP

Data updated 2026-08-25

$23M
Total assets Small plan by assets
51
Participants Small participant base
79th
Percentile by assets National rank
$455,257
Avg per participant High balance/head
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Official DOL plan name: Form Services, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Form Services, Inc. · Maryland · Wholesale Trade

$23M in assets, 51 participants

Form Services, Inc.'s Form Services, Inc. Employee Stock Ownership Plan and Trust reported $23M in total assets and 51 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,348 in Wholesale Trade (6,843 peers)

Where Form Services, Inc. Employee Stock Ownership Plan and Trust sits by assets

Form Services, Inc. Employee Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $23M for 51 participants (~$455,257/participant), down 4.1% in 2022.

#5,348
in Wholesale Trade (6,843 peers)
-4.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $774K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Form Services, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Form Services, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$23,218,118 Top 21% higher than 79% 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

Form Services, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Form Services, Inc. Employee Stock Ownership Plan and Trust is a small filing (51 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 520797293 · Form Services, Inc. PY 2022 · ESOP

Form Services, Inc. Employee Stock Ownership Plan and Trust · $23M · 51 · 79th

  • BOY $23M
  • SCH 51
  • EBSA 79th
  • PART ESOP
  • TYPE near Island Kinetics, Inc. Employee Stock Ownership Plan
  • NET ind #5348

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 Maryland →

Form Services, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Steel Encounters, Inc. Employee Stock Ownership PlanSteel Encounters, Inc. Emplo…$23MPeninsula Insurance Bureau Employee Stock Ownership PlanPeninsula Insurance Bureau E…$23MForm Services, Inc. Employee Stock Ownership Plan and TrustForm Services, Inc. Employee…$23MIsland Kinetics, Inc. Employee Stock Ownership PlanIsland Kinetics, Inc. Employ…$23MAero Instruments & Avionics, Inc. Employee Stock Ownership PlanAero Instruments & Avionics,…$23M
End-of-year total assets ($M) among Form Services, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$17M
Net Income-$774K
Employer EIN520797293
Plan Effective Date1973-12-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Form Services, Inc.)

Sponsor-wide plan assets over time

All Form Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 10.31598155711651% vs 2022
2024 filing year
$24M$25M$26M$27M$28M 202220232024 $27.1M $24.3M ▼ -10.3%
Year Plans Participants Total Assets
2022 2 94 $27M
2023 1 49 $26M
2024 1 51 $24M

Nearby ESOP Plans in Maryland

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

Form Services, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants Form Services, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 23.218118 · Participants: 51Form Services, Inc. Employee Stock Ownership Plan and TrustEvapco, Inc. Employee Stock Ownership Plan, Total assets ($M): 876.198034 · Participants: 1522Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($M): 370.840695 · Participants: 2842Westat, Inc. Employee Stock Ownership PlanBrown Capital Management ESOP, Total assets ($M): 368.113953 · Participants: 34Brown Capital Management ESOPKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 288.984694 · Participants: 1580Kci Technologies, Inc. Employee Stock Ownership PlanLockheed Martin Corporation Capital Accumulation Plan, Total assets ($M): 246.809403 · Participants: 4213Lockheed Martin Corporation Capital Accumulation Plan
Form Services, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Maryland, assets vs. participants
Compare Form Services, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Maryland, the nearest ESOP by assets is Island Kinetics, Inc. Employee Stock Ownership Plan in AZ ($23M); by covered participants it is Mineola Community Bank, S.S.B. Employee Stock Ownership Plan in TX (51 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51 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 Form Services, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Form Services, Inc. Employee Stock Ownership Plan and Trust edged down modestly - down 4.1% during 2022, from $24M to $23M. Reported net income was -$774K.
How have Form Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Form Services, Inc.'s sponsor-wide assets declined 10.3%, from $27M to $24M.
Where does Form Services, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Form Services, Inc. Employee Stock Ownership Plan and Trust ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Form Services, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Island Kinetics, Inc. Employee Stock Ownership Plan in AZ ($23M, 217 participants).
Which ESOP plans cover a similar participant headcount to Form Services, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Mineola Community Bank, S.S.B. Employee Stock Ownership Plan in TX (51 participants, $4M 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 520797293.

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.