ESOP · DOL Form 5500 · 2023

Form Services, Inc. ESOP

Data updated 2026-08-11

$26M
Total assets: 49
Participants: 77th
Percentile by assets: $535,580
Avg per participant

Official DOL plan name: Form Services, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Form Services, Inc. · Maryland · Wholesale Trade

$26M in assets, 49 participants

Form Services, Inc.'s Form Services, Inc. Employee Stock Ownership Plan and Trust reported $26M in total assets and 49 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

77th percentile by assets (of 127,072 plans)
#4,785 in Wholesale Trade (6,309 peers)

Where Form Services, Inc. Employee Stock Ownership Plan and Trust sits by assets

Form Services, Inc. Employee Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $26M for 49 participants (~$535,580/participant), up 13.0% in 2023.

$26M
total plan assets (2023 EOY): 49
covered participants: 77th
percentile by assets (of 127,072 plans): $535,580
avg assets per participant

Where Form Services, Inc. Employee Stock Ownership Plan and Trust sits by total assets

Form Services, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$26,243,424 Top 23% higher than 77% 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

Form Services, Inc. Employee Stock Ownership Plan and Trust reported net income rose from -$774K in the plan year 2022 filing to $2M in the plan year 2023 filing.
Form Services, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $23M in the plan year 2022 filing to $26M in the plan year 2023 filing.
Form Services, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 51 in the plan year 2022 filing to 49 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Maryland

Industry

Wholesale Trade

Form Services, Inc. Employee Stock Ownership Plan and Trust vs the 2023 asset distribution

By assets, Form Services, Inc. Employee Stock Ownership Plan and Trust outranks 77% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$23M
Net Assets (End of Year)	$19M
Net Income	$2M
Employer EIN	520797293
Plan Effective Date	1973-12-14
Filing Status	FILING RECEIVED

Sponsor Plan History (Form Services, Inc.)

Total plan assets by year, all Form Services, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	94	$27M
2023	1	49	$26M
2024	1	51	$24M

Nearby ESOP Plans in Maryland

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

Form Services, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Maryland, assets vs. participants

Evapco, Inc. Employee Stock Ownership Plan $1.1B · 1,617
Westat, Inc. Employee Stock Ownership Plan $407M · 3,046
Kci Technologies, Inc. Employee Stock Ownership Plan $336M · 1,793
Brown Capital Management ESOP $320M · 35
Lockheed Martin Corporation Capital Accumulation Plan $267M · 5,839

Compare Form Services, Inc. Employee Stock Owner… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Form Services, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.

Sports Turf Company, Inc. Employee Stock Ownership Plan (GA) $26M · 32
Streimer Sheet Metal Works, Inc. Amended and Restated Employee Stock Ownership Plan (OR) $26M · 49
Consolidated Safety Services, Inc. Employee Stock Ownership Plan (VA) $26M · 249
Miller Castings, Inc. Employee Stock Ownership Plan (CA) $26M · 370

Frequently Asked Questions

How did Form Services, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼

Form Services, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip - up 13.0% during 2023, from $23M to $26M. Reported net income was $2M.

How have Form Services, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Form Services, Inc.'s sponsor-wide assets declined 10.3%, from $27M to $24M.

Where does Form Services, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼

Form Services, Inc. Employee Stock Ownership Plan and Trust ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which ESOP plans are similar in size to Form Services, Inc. Employee Stock Ownership Plan and Trust? ▼

Among ESOP plans in other states, the closest by assets is Sports Turf Company, Inc. Employee Stock Ownership Plan in GA ($26M, 32 participants).

Next read for Form Services, Inc. Employee Stock Owner…

Scale reading

Ways to act on Form Services, Inc. Employee Stock Ownership Plan and Trust's numbers.

By total assets, Form Services, Inc. Employee Stock Ownership Plan and Trust 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 Maryland. Compare plans
Form Services, Inc.'s sponsor-wide assets have declined 10.3% since 2022 across 3 plan years on file. More Wholesale Trade plans

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 520797293.