ESOP · DOL Form 5500 · 2022

The Phelps Group ESOP

Data updated 2026-08-25

$34K
Total assets Small plan by assets
N/A
Participants Small participant base
3rd
Percentile by assets National rank
PlainRetire home → About this data

Official DOL plan name: The Phelps Group Employee Stock Ownership Plan · Sponsored by The Phelps Group · California · Professional & Technical Services

$34K in assets, N/A participants

The Phelps Group's The Phelps Group Employee Stock Ownership Plan reported $34K in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 3rd 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.

  • #512 in Professional & Technical Services (21,562 peers)

2022 asset change

The Phelps Group Employee Stock Ownership Plan contracted severely 54.0% in 2022 ($74K → $34K) for N/A participants.

#512
in Professional & Technical Services (21,562 peers)
-54.0%
assets change YoY

The plan reported a net loss of $40K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Phelps Group Employee Stock Ownership Plan among the smaller filed plans by assets

The Phelps Group Employee Stock Ownership Plan vs every filed plan by assets

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

$33,825 3rd percentile higher than 3% 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

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

EBSA filing schedule strip

Filing strip 953677390 · The Phelps Group PY 2022 · ESOP

The Phelps Group Employee Stock Ownership Plan · $34K · N/A · 3rd

  • EIN $34K
  • RANK N/A
  • PHOTO 3rd
  • IND ESOP
  • EOY near Sturm Heating, Inc. Employee Stock Ownership Plan
  • 5500 ind #512

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 →

The Phelps Group Employee Stock Ownership Plan in the asset neighbourhood

The Phelps Group Employee Stock Ownership PlanThe Phelps Group Employee St…$34KSturm Heating, Inc. Employee Stock Ownership PlanSturm Heating, Inc. Employee…$34KSomerset Tire Service Employee Stock Ownership PlanSomerset Tire Service Employ…$34KDrobs, Inc. Employee Stock Ownership PlanDrobs, Inc. Employee Stock O…$33KDiego Springs Holdings, Inc. Employee Stock Ownership and Profit Sharing PlanDiego Springs Holdings, Inc.…$33K
End-of-year total assets ($M) among The Phelps Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$74K
Net Assets (End of Year)$34K
Net Income-$40K
Employer EIN953677390
Plan Effective Date1999-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

The Phelps Group Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants The Phelps Group Employee Stock Ownership Plan, Total assets ($B): 0.000033825 · Participants: 0The Phelps Group 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
The Phelps Group Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare The Phelps Group Employee Stock Ownership Plan side-by-side with 3 peers →

The Phelps Group Employee Stock Ownership Plan's closest out-of-state ESOP peers by assets

Outside California, the nearest ESOP by end-of-year assets is Sturm Heating, Inc. Employee Stock Ownership Plan in WA at $34K (this filing: $34K).

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 The Phelps Group Employee Stock Ownership Plan assets move in 2022? ▼
The Phelps Group Employee Stock Ownership Plan contracted severely - down 54.0% during 2022, from $74K to $34K. Reported net income was -$40K.
Where does The Phelps Group Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
The Phelps Group Employee Stock Ownership Plan ranks in the 3rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to The Phelps Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Sturm Heating, Inc. Employee Stock Ownership Plan in WA ($34K, N/A participants).

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 953677390.

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.