ESOP · DOL Form 5500 · 2022

Pacific States Petroleum ESOP

Data updated 2026-08-25

$18M
Total assets Small plan by assets
115
Participants Small participant base
76th
Percentile by assets National rank
$158,783
Avg per participant Above avg balance/head
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Official DOL plan name: Pacific States Petroleum Employee Stock Ownership Plan · Sponsored by Pacific States Petroleum · California · Wholesale Trade

$18M in assets, 115 participants

Pacific States Petroleum's Pacific States Petroleum Employee Stock Ownership Plan reported $18M in total assets and 115 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,986 in Wholesale Trade (6,843 peers)

Coverage in California

Pacific States Petroleum Employee Stock Ownership Plan covers 115 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $18M.

#4,986
in Wholesale Trade (6,843 peers)
+27.2%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Pacific States Petroleum Employee Stock Ownership Plan's outsized position by total assets

Pacific States Petroleum Employee Stock Ownership Plan vs every filed plan by assets

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

$18,260,000 Top 24% higher than 76% 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

Pacific States Petroleum Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pacific States Petroleum Employee Stock Ownership Plan sits mid-pack in the medium band (115 participants).

Form 5500 schedule snapshot

Filing strip 383646048 · Pacific States Petroleum PY 2022 · ESOP

Pacific States Petroleum Employee Stock Ownership Plan · $18M · 115 · 76th

  • IND $18M
  • IND 115
  • IND 76th
  • IND ESOP
  • IND near Agricultural Services, Inc. Employee Stock Ownership Plan
  • IND ind #4986

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 →

Pacific States Petroleum Employee Stock Ownership Plan in the asset neighbourhood

Centrol, Inc. Restated Employee Stock Ownership Plan & TrustCentrol, Inc. Restated Emplo…$18MPta Corporation Employee Stock Ownership PlanPta Corporation Employee Sto…$18MPacific States Petroleum Employee Stock Ownership PlanPacific States Petroleum Emp…$18MAgricultural Services, Inc. Employee Stock Ownership PlanAgricultural Services, Inc. …$18MDks Associates Employee Stock Ownership Plan & TrustDks Associates Employee Stoc…$18M
End-of-year total assets ($M) among Pacific States Petroleum Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)-$46M
Net Income$8M
Employer EIN383646048
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pacific States Petroleum)

Sponsor-wide plan assets over time

All Pacific States Petroleum plans reported in each filing year

Latest sponsor-wide plan assets
$32M 25.42840794110243% vs 2022
2024 filing year
$24M$26M$28M$30M$32M$34M 202220232024 $25.3M $31.8M ▲ +25.4%
Year Plans Participants Total Assets
2022 2 266 $25M
2023 2 319 $26M
2024 2 347 $32M

Nearby ESOP Plans in California

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

Pacific States Petroleum Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Pacific States Petroleum Employee Stock Ownership Plan, Total assets ($B): 0.01826 · Participants: 115Pacific States Petroleum 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
Pacific States Petroleum Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Pacific States Petroleum Employee Stock Ownership Plan side-by-side with 3 peers →

Pacific States Petroleum Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Agricultural Services, Inc. Employee Stock Ownership Plan in NE ($18M); by covered participants it is Rose & Kiernan Emp Stock Ownership Pl & Tr in NY (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Pacific States Petroleum Employee Stock Ownership Plan assets move in 2022? ▼
Pacific States Petroleum Employee Stock Ownership Plan grew sharply - up 27.2% during 2022, from $14M to $18M. Reported net income was $8M.
How have Pacific States Petroleum plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pacific States Petroleum's sponsor-wide assets grew 25.4%, from $25M to $32M.
Where does Pacific States Petroleum Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Pacific States Petroleum Employee Stock Ownership Plan ranks in the 76th 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 Pacific States Petroleum Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Agricultural Services, Inc. Employee Stock Ownership Plan in NE ($18M, 70 participants).
Which ESOP plans cover a similar participant headcount to Pacific States Petroleum Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Rose & Kiernan Emp Stock Ownership Pl & Tr in NY (115 participants, N/A 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 383646048.

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.