ESOP · DOL Form 5500 · 2023

States Logistics Services, Inc. ESOP

Data updated 2026-08-25

$20M
Total assets Small plan by assets
540
Participants Below avg headcount
73rd
Percentile by assets National rank
$37,507
Avg per participant Low balance/head
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Official DOL plan name: States Logistics Services, Inc. Employee Stock Ownership Plan · Sponsored by States Logistics Services, Inc. · California · Transportation & Warehousing

$20M in assets, 540 participants

States Logistics Services, Inc.'s States Logistics Services, Inc. Employee Stock Ownership Plan reported $20M in total assets and 540 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #2,432 in Transportation & Warehousing (3,362 peers)

States Logistics Services, Inc. multi-year trail

States Logistics Services, Inc.'s plans moved +63.7% in assets from 2022 to 2024; this filing shows States Logistics Services, Inc. Employee Stock Ownership Plan at $20M / 540 participants.

#2,432
in Transportation & Warehousing (3,362 peers)
+30.4%
assets growth YoY

States Logistics Services, Inc. Employee Stock Ownership Plan's outsized position by total assets

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

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

$20,253,719 Top 27% higher than 73% 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

States Logistics Services, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. States Logistics Services, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (540 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • States Logistics Services, Inc. Employee Stock Ownership Plan end-of-year assets rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • States Logistics Services, Inc. Employee Stock Ownership Plan reported net income rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 330782803 · States Logistics Services, Inc. PY 2023 · ESOP

States Logistics Services, Inc. Employee Stock Ownership Plan · $20M · 540 · 73rd

  • 5500 $20M
  • 5500 540
  • 5500 73rd
  • 5500 ESOP
  • 5500 near Southeastern Surveying & Mapping Corp. Employee Stock Ownership Plan
  • 5500 ind #2432

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 California →

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

Beemac, Inc. Employee Stock Ownership PlanBeemac, Inc. Employee Stock …$20MLevel 10 Employee Stock Ownership PlanLevel 10 Employee Stock Owne…$20MStates Logistics Services, Inc. Employee Stock Ownership PlanStates Logistics Services, I…$20MSoutheastern Surveying & Mapping Corp. Employee Stock Ownership PlanSoutheastern Surveying & Map…$20MHeptacore, Inc. Employee Stock Ownership PlanHeptacore, Inc. Employee Sto…$20M
End-of-year total assets ($M) among States Logistics Services, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

States Logistics Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All States Logistics Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$44M 63.729344772969434% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $26.8M $43.8M ▲ +63.7%
Year Plans Participants Total Assets
2022 2 1,059 $27M
2023 2 1,167 $34M
2024 2 1,372 $44M

States Logistics Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$5M
Employer EIN330782803
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

States Logistics Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants States Logistics Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.020253719 · Participants: 540States Logistics Services, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
States Logistics Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare States Logistics Services, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Southeastern Surveying & Mapping Corp. Employee Stock Ownership Plan in FL ($20M); by covered participants it is G.W. Lisk Company, Inc. Employee Stock Ownership Plan in NY (541 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (540 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 States Logistics Services, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
States Logistics Services, Inc. Employee Stock Ownership Plan surged - up 30.4% during 2023, from $16M to $20M. Reported net income was $5M.
How have States Logistics Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), States Logistics Services, Inc.'s sponsor-wide assets grew 63.7%, from $27M to $44M.
Which ESOP plans are similar in size to States Logistics Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Southeastern Surveying & Mapping Corp. Employee Stock Ownership Plan in FL ($20M, 159 participants).
Which ESOP plans cover a similar participant headcount to States Logistics Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is G.W. Lisk Company, Inc. Employee Stock Ownership Plan in NY (541 participants, $62M 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 330782803.

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.