ESOP · DOL Form 5500 · 2023
Compensia, Inc. ESOP
Data updated 2026-08-11
- $42M
- Total assets
- 68
- Participants
- 83rd
- Percentile by assets
- $611,159
- Avg per participant
Official DOL plan name: Compensia, Inc. Employee Stock Ownership Plan · Sponsored by Compensia, Inc. · California · Professional & Technical Services
$42M in assets, 68 participants
Compensia, Inc.'s Compensia, Inc. Employee Stock Ownership Plan reported $42M in total assets and 68 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- 83rd percentile by assets (of 127,072 plans)
- #17,138 in Professional & Technical Services (20,321 peers)
Where Compensia, Inc. Employee Stock Ownership Plan sits by assets
Compensia, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $42M for 68 participants (~$611,159/participant), up 5.4% in 2023.
- $42M
- total plan assets (2023 EOY)
- 68
- covered participants
- 83rd
- percentile by assets (of 127,072 plans)
- $611,159
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Compensia, Inc. Employee Stock Ownership Plan reported net income fell from $6M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Compensia, Inc. Employee Stock Ownership Plan reported participants rose from 56 in the plan year 2022 filing to 68 in the plan year 2023 filing.
- Compensia, Inc. Employee Stock Ownership Plan end-of-year assets rose from $39M in the plan year 2022 filing to $42M in the plan year 2023 filing.
Compensia, Inc. Employee Stock Ownership Plan vs the 2023 asset distribution
By assets, Compensia, Inc. Employee Stock Ownership Plan outranks 83% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $39M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | $3M |
| Employer EIN | 201304090 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Compensia, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 56 | $39M |
| 2023 | 1 | 68 | $42M |
| 2024 | 1 | 71 | $47M |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
Compensia, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
- Parsons Employee Stock Ownership Plan $3.8B · 7,871
- Acco Employee Stock Ownership Plan $1.4B · 1,397
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.1B · 1,700
- Agron, Inc. Employee Stock Ownership Plan $533M · 72
- Recology Employee Stock Ownership Plan $497M · 3,656
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Compensia, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Next read for Compensia, Inc. Employee Stock Ownership…
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Ways to act on Compensia, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Compensia, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- Compensia, Inc.'s sponsor-wide assets have grown 20.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans