ESOP · DOL Form 5500 · 2023

Expresscare Management Services, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
19
Participants Small participant base
35th
Percentile by assets National rank
$147,609
Avg per participant Above avg balance/head
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Official DOL plan name: Expresscare Employee Stock Ownership Plan · Sponsored by Expresscare Management Services, Inc. · Guam · Healthcare & Social Assistance

$3M in assets, 19 participants

Expresscare Management Services, Inc.'s Expresscare Employee Stock Ownership Plan reported $3M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,240 in Healthcare & Social Assistance (17,684 peers)

Expresscare Management Services, Inc. multi-year trail

Expresscare Management Services, Inc.'s plans moved -48.6% in assets from 2022 to 2024; this filing shows Expresscare Employee Stock Ownership Plan at $3M / 19 participants.

#6,240
in Healthcare & Social Assistance (17,684 peers)
-13.2%
assets change YoY

The plan reported a net loss of $422K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Expresscare Employee Stock Ownership Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Expresscare Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,804,564 35th percentile higher than 35% of 127,068 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 2023

Expresscare Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Expresscare Employee Stock Ownership Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Expresscare Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2022 filing to -$422K in the plan year 2023 filing.
  • Expresscare Employee Stock Ownership Plan reported participants fell from 23 in the plan year 2022 filing to 19 in the plan year 2023 filing.
  • Expresscare Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 660879530 · Expresscare Management Services, Inc. PY 2023 · ESOP

Expresscare Employee Stock Ownership Plan · $3M · 19 · 35th

  • RANK $3M
  • PHOTO 19
  • IND 35th
  • EOY ESOP
  • 5500 near Fogle Pump & Supply, Inc. Employee Stock Ownership Plan
  • ASSETS ind #6240

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 Guam →

Expresscare Employee Stock Ownership Plan in the asset neighbourhood

F. L. Putnam Investment Management Company Employee Stock Ownerhip PlanF. L. Putnam Investment Mana…$3MKinetic Fundraising, Incorporated Employee Stock Ownership PlanKinetic Fundraising, Incorpo…$3MExpresscare Employee Stock Ownership PlanExpresscare Employee Stock O…$3MFogle Pump & Supply, Inc. Employee Stock Ownership PlanFogle Pump & Supply, Inc. Em…$3MTillotson Enterprises, Inc. Employee Stock Ownership PlanTillotson Enterprises, Inc. …$3M
End-of-year total assets ($M) among Expresscare Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Expresscare Management Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Expresscare Management Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 48.60493619624419% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $3.23M $1.66M ▼ -48.6%
Year Plans Participants Total Assets
2022 1 23 $3M
2023 1 19 $3M
2024 1 21 $2M

Expresscare Management Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$422K
Employer EIN660879530
Plan Effective Date2017-05-31
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Guam

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

Expresscare Employee Stock Ownership Plan vs. nearby ESOP plans in Guam, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Expresscare Employee Stock Ownership Plan, Total assets ($B): 0.002804564 · Participants: 19Expresscare Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.810430673 · Participants: 141229Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.708605759 · Participants: 8553Burns & Mcdonnell, Inc. Employee Stock Ownership Plan
Expresscare Employee Stock Ownership Plan vs. nearby ESOP plans in Guam, assets vs. participants
Compare Expresscare Employee Stock Ownership Plan side-by-side with 3 peers →

Expresscare Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Guam, the nearest ESOP by assets is Fogle Pump & Supply, Inc. Employee Stock Ownership Plan in WA ($3M); by covered participants it is Ritchie Industries, Inc. Employee Stock Ownership Plan in IA (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Expresscare Employee Stock Ownership Plan assets move in 2023? ▼
Expresscare Employee Stock Ownership Plan pulled back noticeably - down 13.2% during 2023, from $3M to $3M. Reported net income was -$422K.
How have Expresscare Management Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Expresscare Management Services, Inc.'s sponsor-wide assets declined 48.6%, from $3M to $2M.
Which ESOP plans are similar in size to Expresscare Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Fogle Pump & Supply, Inc. Employee Stock Ownership Plan in WA ($3M, 60 participants).
Which ESOP plans cover a similar participant headcount to Expresscare Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ritchie Industries, Inc. Employee Stock Ownership Plan in IA (19 participants, $32M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660879530.

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.