ESOP · DOL Form 5500 · 2022
Private Client Services, LLC ESOP
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 34
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $125,464
- Avg per participant Near avg balance/head
Official DOL plan name: Private Client Services ESOP · Sponsored by Private Client Services, LLC · Kentucky · Finance & Insurance
$4M in assets, 34 participants
Private Client Services, LLC's Private Client Services ESOP reported $4M in total assets and 34 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.
- #3,029 in Finance & Insurance (9,261 peers)
Private Client Services, LLC multi-year trail
Private Client Services, LLC's plans moved +87.3% in assets from 2022 to 2024; this filing shows Private Client Services ESOP at $4M / 34 participants.
- #3,029
- in Finance & Insurance (9,261 peers)
- +454.4%
- assets growth YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Private Client Services ESOP's mid-pack asset rank among Finance & Insurance and all filers
Private Client Services ESOP vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,265,765 47th percentile higher than 47% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Private Client Services ESOP among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Private Client Services ESOP is a small filing (34 participants) on this national headcount ladder.
DOL schedule card
Filing strip 611383537 · Private Client Services, LLC PY 2022 · ESOP
Private Client Services ESOP · $4M · 34 · 47th
- PART $4M
- TYPE 34
- NET 47th
- BOOK ESOP
- VS-ST near Johnson, Finch & Mcclure Construction, Inc. Employee Stock Ownership Plan and Trust
- BOY ind #3029
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 Kentucky →
Private Client Services ESOP in the asset neighbourhood
Private Client Services, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Private Client Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 87.26746550735918% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 34 | $4M |
| 2023 | 1 | 42 | $5M |
| 2024 | 1 | 43 | $8M |
Private Client Services, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $769K |
|---|---|
| Net Assets (End of Year) | -$3M |
| Net Income | -$3M |
| Employer EIN | 611383537 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Kentucky
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Houchens Industries, Inc. Employee Stock Ownership Plan $2.1B · 6,338
- Stock Yards Bank & Trust Company 401(k) Employee $140M · 682
- Gray, Inc. Employee Stock Ownership Plan $113M · 1,269
- Interstate Personnel Services, Inc. Employee Stock Ownership Plan $109M · 831
- H & R Agri-Power Employee Stock Ownership Plan $82M · 444
Private Client Services ESOP's out-of-state ESOP peers by assets and headcount
Outside Kentucky, the nearest ESOP by assets is Johnson, Finch & Mcclure Construction, Inc. Employee Stock Ownership Plan and Trust in CA ($4M); by covered participants it is Employee Stock Ownership Plan for Employees of Asel Art Supply Inc. in TX (34 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (34 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.