ESOP · DOL Form 5500 · 2022
Financial Statement Services, Inc. ESOP
Data updated 2026-08-11
- $15M
- Total assets
- 208
- Participants
- 73rd
- Percentile by assets
- $72,449
- Avg per participant
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.
- 73rd percentile by assets (of 139,126 plans)
- #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.
- $15M
- total plan assets (2022 EOY)
- 208
- covered participants
- 73rd
- percentile by assets (of 139,126 plans)
- $72,449
- avg assets per participant
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust reports 208 participants - about 33% of that state average ($15M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $7M |
| Employer EIN | 330032400 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Financial Statement Services, Inc.)
| 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
- Parsons Employee Stock Ownership Plan $2.9B · 7,804
- Acco Employee Stock Ownership Plan $1.2B · 1,318
- Rosendin Electric, Inc. Employee Stock Ownership Plan $995M · 1,488
- Recology Employee Stock Ownership Plan $462M · 3,560
- Agron, Inc. Employee Stock Ownership Plan $456M · 70
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.
- Western Idaho Cabinets, Inc. Employee Stock Ownership Plan and Trust (ID) $15M · 107
- Southeast Power Systems, Inc. Employee Stock Ownership Plan (FL) $15M · 51
- Imperial Brown, Inc. Employee Stock Ownership Plan (OR) $15M · 245
- Davin Healthcare Workforce Solutions, Inc. Employee Stock Ownership Plan (NY) $15M · 153
Frequently Asked Questions
How did Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
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Filing takeaways
Ways to act on Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust's numbers.
- By total assets, Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- Financial Statement Services, Inc.'s sponsor-wide assets have grown 44.5% since 2022 across 3 plan years on file. More Manufacturing plans