ESOP · DOL Form 5500 · 2023

Form Services, Inc. ESOP

Data updated 2026-08-25

$26M
Total assets Below avg plan size
49
Participants Small participant base
77th
Percentile by assets National rank
$535,580
Avg per participant High balance/head
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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.

  • #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.

#4,785
in Wholesale Trade (6,309 peers)
+13.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Form Services, Inc. Employee Stock Ownership Plan and Trust's outsized position 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

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

Form Services, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Form Services, Inc. Employee Stock Ownership Plan and Trust is a small filing (49 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

Published 5500 schedule card

Filing strip 520797293 · Form Services, Inc. PY 2023 · ESOP

Form Services, Inc. Employee Stock Ownership Plan and Trust · $26M · 49 · 77th

  • 5500 $26M
  • ASSETS 49
  • PCT 77th
  • EIN ESOP
  • RANK near Sports Turf Company, Inc. Employee Stock Ownership Plan
  • PHOTO ind #4785

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 Maryland →

Form Services, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Sports Turf Company, Inc. Employee Stock Ownership PlanSports Turf Company, Inc. Em…$26MForm Services, Inc. Employee Stock Ownership Plan and TrustForm Services, Inc. Employee…$26MStreimer Sheet Metal Works, Inc. Amended and Restated Employee Stock Ownership PlanStreimer Sheet Metal Works, …$26MConsolidated Safety Services, Inc. Employee Stock Ownership PlanConsolidated Safety Services…$26MMiller Castings, Inc. Employee Stock Ownership PlanMiller Castings, Inc. Employ…$26M
End-of-year total assets ($M) among Form Services, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN520797293
Plan Effective Date1973-12-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Form Services, Inc.)

Sponsor-wide plan assets over time

All Form Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 10.31598155711651% vs 2022
2024 filing year
$24M$25M$26M$27M$28M 202220232024 $27.1M $24.3M ▼ -10.3%
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 Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Form Services, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.026243424 · Participants: 49Form Services, Inc. Employee Stock Ownership Plan and TrustEvapco, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.118445961 · Participants: 1617Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.406851042 · Participants: 3046Westat, Inc. Employee Stock Ownership PlanKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.335744983 · Participants: 1793Kci Technologies, Inc. Employee Stock Ownership PlanBrown Capital Management ESOP, Total assets ($B): 0.320387257 · Participants: 35Brown Capital Management ESOPLockheed Martin Corporation Capital Accumulation Plan, Total assets ($B): 0.267392826 · Participants: 5839Lockheed Martin Corporation Capital Accumulation Plan
Form Services, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Maryland, assets vs. participants
Compare Form Services, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Maryland, the nearest ESOP by assets is Sports Turf Company, Inc. Employee Stock Ownership Plan in GA ($26M); by covered participants it is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (49 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (49 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 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).
Which ESOP plans cover a similar participant headcount to Form Services, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (49 participants, $9M 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 520797293.

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.