ESOP · DOL Form 5500 · 2022

Waterfront Services Company ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
76
Participants Small participant base
77th
Percentile by assets National rank
$252,708
Avg per participant Above avg balance/head
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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.

  • #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.

#2,990
in Transportation & Warehousing (3,876 peers)
-5.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

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's outsized position by total assets

Waterfront Services Company Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$19,205,822 Top 23% higher than 77% 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

Waterfront Services Company 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. Waterfront Services Company Employee Stock Ownership Plan and Trust is a small filing (76 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 370902570 · Waterfront Services Company PY 2022 · ESOP

Waterfront Services Company Employee Stock Ownership Plan and Trust · $19M · 76 · 77th

  • ASSETS $19M
  • PCT 76
  • EIN 77th
  • RANK ESOP
  • PHOTO near R.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan and Trust
  • IND ind #2990

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 Illinois →

Waterfront Services Company Employee Stock Ownership Plan and Trust in the asset neighbourhood

Glass & Metals, Inc. Employee Stock Ownership and Savings PlanGlass & Metals, Inc. Employe…$19MWaterfront Services Company Employee Stock Ownership Plan and TrustWaterfront Services Company …$19MR.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan and TrustR.E. Sweeney Company, Inc. S…$19MW Bbq Holdings, Inc. Employee Stock Ownership PlanW Bbq Holdings, Inc. Employe…$19MJla Supply, Inc. Employee Stock Ownership PlanJla Supply, Inc. Employee St…$19M
End-of-year total assets ($M) among Waterfront Services Company 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)$20M
Net Assets (End of Year)$19M
Net Income-$1M
Employer EIN370902570
Plan Effective Date1990-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Waterfront Services Company)

Sponsor-wide plan assets over time

All Waterfront Services Company plans reported in each filing year

Latest sponsor-wide plan assets
$22M 14.368299362557874% vs 2022
2024 filing year
$18M$19M$20M$21M$22M$23M 202220232024 $19.2M $22M ▲ +14.4%
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 Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Waterfront Services Company Employee Stock Ownership Plan and Trust, Total assets ($B): 0.019205822 · Participants: 76Waterfront Services Company Employee Stock Ownership Plan and TrustAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.751765578 · Participants: 4361Amsted Industries Incorporated Employees' Stock Ownership PlanOri 401(k) Savings and Profit Sharing Plan, Total assets ($B): 1.70457972 · Participants: 10023Ori 401(k) Savings and Profit Sharing PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.163229548 · Participants: 3905Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 0.970067277 · Participants: 495Scot Forge Company Employee Stock Ownership PlanRli Corp. Employee Stock Ownership Plan, Total assets ($B): 0.341695997 · Participants: 826Rli Corp. Employee Stock Ownership Plan
Waterfront Services Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Waterfront Services Company Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Waterfront Services Company Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is R.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan and Trust in TX ($19M); by covered participants it is Cameron Tool Corporation Employee Stock Ownership Plan in MI (76 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (76 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 Waterfront Services Company Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Waterfront Services Company Employee Stock Ownership Plan and Trust pulled back noticeably - down 5.1% during 2022, from $20M to $19M. Reported net income was -$1M.
How have Waterfront Services Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waterfront Services Company's sponsor-wide assets grew 14.4%, from $19M to $22M.
Where does Waterfront Services Company Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Waterfront Services Company Employee Stock Ownership Plan and Trust ranks in the 77th 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 Waterfront Services Company Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is R.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan and Trust in TX ($19M, 166 participants).
Which ESOP plans cover a similar participant headcount to Waterfront Services Company Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Cameron Tool Corporation Employee Stock Ownership Plan in MI (76 participants, $23M 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 370902570.

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.