ESOP · DOL Form 5500 · 2022
Waterfront Services Company ESOP
Data updated 2026-08-11
- $19M
- Total assets
- 76
- Participants
- 77th
- Percentile by assets
- $252,708
- Avg per participant
Official DOL plan name: Waterfront Services Company Employee Stock Ownership Plan and Trust · Sponsored by Waterfront Services Company · Illinois · Transportation & Warehousing
$19M in assets, 76 participants
Waterfront Services Company's Waterfront Services Company Employee Stock Ownership Plan and Trust reported $19M in total assets and 76 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.
- 77th percentile by assets (of 139,126 plans)
- #2,990 in Transportation & Warehousing (3,876 peers)
Where Waterfront Services Company Employee Stock Ownership Plan and Trust sits by assets
Waterfront Services Company Employee Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $19M for 76 participants (~$252,708/participant), down 5.1% in 2022.
- $19M
- total plan assets (2022 EOY)
- 76
- covered participants
- 77th
- percentile by assets (of 139,126 plans)
- $252,708
- avg assets per participant
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Waterfront Services Company Employee Stock Ownership Plan and Trust vs the 2022 asset distribution
By assets, Waterfront Services Company Employee Stock Ownership Plan and Trust outranks 77% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | -$1M |
| Employer EIN | 370902570 |
| Plan Effective Date | 1990-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Waterfront Services Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 76 | $19M |
| 2023 | 1 | 88 | $19M |
| 2024 | 1 | 88 | $22M |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
Waterfront Services Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Illinois, assets vs. participants
- Amsted Industries Incorporated Employees' Stock Ownership Plan $3.8B · 4,361
- Ori 401(k) Savings and Profit Sharing Plan $1.7B · 10,023
- Kehe Distributors, Inc. Employee Stock Ownership Plan $1.2B · 3,905
- Scot Forge Company Employee Stock Ownership Plan $970M · 495
- Rli Corp. Employee Stock Ownership Plan $342M · 826
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Waterfront Services Company Employee Stock Ownership Plan and Trust by total assets, not by location.
Frequently Asked Questions
How did Waterfront Services Company Employee Stock Ownership Plan and Trust assets move in 2022? ▼
How have Waterfront Services Company plan assets changed over time? ▼
Where does Waterfront Services Company Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Waterfront Services Company Employee Stock Ownership Plan and Trust? ▼
Next read for Waterfront Services Company Employee Sto…
Scale reading
Ways to act on Waterfront Services Company Employee Stock Ownership Plan and Trust's numbers.
- By total assets, Waterfront Services Company Employee Stock Ownership Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Illinois. Compare plans
- Waterfront Services Company's sponsor-wide assets have grown 14.4% since 2022 across 3 plan years on file. More Transportation & Warehousing plans