ESOP · DOL Form 5500 · 2023

Ism Services Inc ESOP

Data updated 2026-08-25

$26K
Total assets Small plan by assets
27
Participants Small participant base
2nd
Percentile by assets National rank
$970
Avg per participant Low balance/head
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Official DOL plan name: Ism Services, Inc. Employee Stock Ownership Plan · Sponsored by Ism Services Inc · Pennsylvania · Other Services

$26K in assets, 27 participants

Ism Services Inc's Ism Services, Inc. Employee Stock Ownership Plan reported $26K in total assets and 27 participants in its 2023 DOL Form 5500 filing, ranking in the 2nd 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.

  • #377 in Other Services (7,857 peers)

Ism Services Inc multi-year trail

Ism Services Inc's plans moved -17.3% in assets from 2022 to 2023; this filing shows Ism Services, Inc. Employee Stock Ownership Plan at $26K / 27 participants.

#377
in Other Services (7,857 peers)
-17.3%
assets change YoY

Ism Services, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Ism Services, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$26,183 2nd percentile higher than 2% 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

Ism Services, Inc. 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. Ism Services, Inc. Employee Stock Ownership Plan is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ism Services, Inc. Employee Stock Ownership Plan reported net income rose from $112K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Ism Services, Inc. Employee Stock Ownership Plan reported participants rose from 21 in the plan year 2022 filing to 27 in the plan year 2023 filing.
  • Ism Services, Inc. Employee Stock Ownership Plan end-of-year assets fell from $32K in the plan year 2022 filing to $26K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 201787409 · Ism Services Inc PY 2023 · ESOP

Ism Services, Inc. Employee Stock Ownership Plan · $26K · 27 · 2nd

  • ASSETS $26K
  • ASSETS 27
  • ASSETS 2nd
  • ASSETS ESOP
  • ASSETS near Gottinca, LLC Employee Stock Ownership Plan
  • ASSETS ind #377

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 Pennsylvania →

Ism Services, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Ism Services, Inc. Employee Stock Ownership PlanIsm Services, Inc. Employee …$26KGottinca, LLC Employee Stock Ownership PlanGottinca, LLC Employee Stock…$27KApplied Engineering Employee Stock Ownership PlanApplied Engineering Employee…$27KAtlantis Trading Corporation Employees' Stock Ownership PlanAtlantis Trading Corporation…$25KThermal Process Systems, Inc. Employee Stock Ownership PlanThermal Process Systems, Inc…$25K
End-of-year total assets ($M) among Ism Services, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Ism Services Inc multi-year asset trail

Sponsor-wide plan assets over time

All Ism Services Inc plans reported in each filing year

Latest sponsor-wide plan assets
$26K 17.30465542290443% vs 2022
2023 filing year
$0.03M 20222023 $0.03M $0.03M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 21 $32K
2023 2 49 $26K

Ism Services Inc filing trail (2023)

Total Assets (Beginning of Year)$32K
Net Assets (End of Year)$26K
Net Income$4M
Employer EIN201787409
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Ism Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Ism Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000026183 · Participants: 27Ism Services, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
Ism Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Ism Services, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Ism Services, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Gottinca, LLC Employee Stock Ownership Plan in TX ($27K); by covered participants it is Blankenberger Brothers, Inc. Employee Stock Ownership Plan and Trust Agreement in IN (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Ism Services, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Ism Services, Inc. Employee Stock Ownership Plan declined sharply - down 17.3% during 2023, from $32K to $26K. Reported net income was $4M.
How have Ism Services Inc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Ism Services Inc's sponsor-wide assets declined 17.3%, from $32K to $26K.
Where does Ism Services, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ism Services, Inc. Employee Stock Ownership Plan ranks in the 2nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Ism Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Gottinca, LLC Employee Stock Ownership Plan in TX ($27K, 13 participants).
Which ESOP plans cover a similar participant headcount to Ism Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Blankenberger Brothers, Inc. Employee Stock Ownership Plan and Trust Agreement in IN (27 participants, $13M 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 201787409.

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.