ESOP · DOL Form 5500 · 2022

Financial Statement Services, Inc. ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
208
Participants Below avg headcount
73rd
Percentile by assets National rank
$72,449
Avg per participant Below avg balance/head
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Official DOL plan name: Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Financial Statement Services, Inc. · California · Manufacturing

$15M in assets, 208 participants

Financial Statement Services, Inc.'s Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust reported $15M in total assets and 208 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #12,779 in Manufacturing (20,602 peers)

Coverage in California

Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust covers 208 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $15M.

#12,779
in Manufacturing (20,602 peers)
+14.0%
assets growth YoY

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

Financial Statement 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

$15,069,457 Top 27% higher than 73% 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

Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust 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. Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (208 participants).

Published 5500 schedule card

Filing strip 330032400 · Financial Statement Services, Inc. PY 2022 · ESOP

Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust · $15M · 208 · 73rd

  • SCH $15M
  • SCH 208
  • SCH 73rd
  • SCH ESOP
  • SCH near Western Idaho Cabinets, Inc. Employee Stock Ownership Plan and Trust
  • SCH ind #12779

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 →

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

Western Idaho Cabinets, Inc. Employee Stock Ownership Plan and TrustWestern Idaho Cabinets, Inc.…$15MSoutheast Power Systems, Inc. Employee Stock Ownership PlanSoutheast Power Systems, Inc…$15MFinancial Statement Services, Inc. Employee Stock Ownership Plan and TrustFinancial Statement Services…$15MImperial Brown, Inc. Employee Stock Ownership PlanImperial Brown, Inc. Employe…$15MDavin Healthcare Workforce Solutions, Inc. Employee Stock Ownership PlanDavin Healthcare Workforce S…$15M
End-of-year total assets ($M) among Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$1M
Net Income$7M
Employer EIN330032400
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Financial Statement Services, Inc.)

Sponsor-wide plan assets over time

All Financial Statement Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 44.459944950652826% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27.6M $39.9M ▲ +44.5%
Year Plans Participants Total Assets
2022 2 413 $28M
2023 2 407 $34M
2024 2 420 $40M

Nearby ESOP Plans in California

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

Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.015069457 · Participants: 208Financial Statement Services, Inc. Employee Stock Ownership Plan and TrustParsons 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
Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants
Compare Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Western Idaho Cabinets, Inc. Employee Stock Ownership Plan and Trust in ID ($15M); by covered participants it is Chesapeake Financial Shares, Inc. Employee Stock Ownership Plan in VA (208 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (208 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 Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip - up 14.0% during 2022, from $13M to $15M. Reported net income was $7M.
How have Financial Statement Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Financial Statement Services, Inc.'s sponsor-wide assets grew 44.5%, from $28M to $40M.
Which ESOP plans are similar in size to Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Western Idaho Cabinets, Inc. Employee Stock Ownership Plan and Trust in ID ($15M, 107 participants).
Which ESOP plans cover a similar participant headcount to Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Chesapeake Financial Shares, Inc. Employee Stock Ownership Plan in VA (208 participants, $9M 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 330032400.

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.