ESOP · DOL Form 5500 · 2023
Retirement Planning Services, Inc. ESOP
Data updated 2026-08-25
- $38K
- Total assets Small plan by assets
- 43
- Participants Small participant base
- 3rd
- Percentile by assets National rank
- $877
- Avg per participant Low balance/head
Official DOL plan name: Retirement Planning Services, Inc. Employee Stock Ownership Plan · Sponsored by Retirement Planning Services, Inc. · Colorado · Professional & Technical Services
$38K in assets, 43 participants
Retirement Planning Services, Inc.'s Retirement Planning Services, Inc. Employee Stock Ownership Plan reported $38K in total assets and 43 participants in its 2023 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.
- #575 in Professional & Technical Services (20,321 peers)
Retirement Planning Services, Inc. multi-year trail
Retirement Planning Services, Inc.'s plans moved -94.0% in assets from 2022 to 2023; this filing shows Retirement Planning Services, Inc. Employee Stock Ownership Plan at $38K / 43 participants.
- #575
- in Professional & Technical Services (20,321 peers)
- -94.0%
- assets change YoY
The plan reported a net loss of $603K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retirement Planning Services, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Retirement Planning Services, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$37,695 3rd percentile higher than 3% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Retirement Planning 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. Retirement Planning Services, Inc. Employee Stock Ownership Plan is a small filing (43 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Planning Services, Inc. Employee Stock Ownership Plan reported net income fell from -$182K in the plan year 2022 filing to -$603K in the plan year 2023 filing.
- Retirement Planning Services, Inc. Employee Stock Ownership Plan end-of-year assets fell from $630K in the plan year 2022 filing to $38K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 841096179 · Retirement Planning Services, Inc. PY 2023 · ESOP
Retirement Planning Services, Inc. Employee Stock Ownership Plan · $38K · 43 · 3rd
- PHOTO $38K
- PHOTO 43
- PHOTO 3rd
- PHOTO ESOP
- PHOTO near Mesquite Valley Growers Nursery Holding, Inc. Employee Stock Ownership Plan
- PHOTO ind #575
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 Colorado →
Retirement Planning Services, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Retirement Planning Services, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Retirement Planning Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $38K 94.02070032121188% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 43 | $630K |
| 2023 | 2 | 43 | $38K |
Retirement Planning Services, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $630K |
|---|---|
| Net Assets (End of Year) | $27K |
| Net Income | -$603K |
| Employer EIN | 841096179 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Colorado
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Alpine Lumber Company Employee Stock Ownership Plan $385M · 581
- Trinidad Benham Corp. Employee Stock Ownership Plan $266M · 776
- Envision Management Holding, Inc. Employee Stock Ownership Plan $211M · 1,075
- Brown Strauss, Inc. Employee Stock Ownership Plan $209M · 206
- Hercules Industries, Inc. Employee Stock Ownership Plan $106M · 444
Retirement Planning Services, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Colorado, the nearest ESOP by assets is Mesquite Valley Growers Nursery Holding, Inc. Employee Stock Ownership Plan in AZ ($37K); by covered participants it is Geotex Construction Services, Inc. Employee Stock Ownership Plan in OH (43 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38K here).
Similar participant headcount
Nearest other-state filings by covered participants (43 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.