ESOP · DOL Form 5500 · 2022

Unleashing Leaders, Inc ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
61
Participants Small participant base
38th
Percentile by assets National rank
$42,602
Avg per participant Low balance/head
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Official DOL plan name: Unleashing Leaders, Inc Employee Stock Ownership Plan · Sponsored by Unleashing Leaders, Inc · California · Professional & Technical Services

$3M in assets, 61 participants

Unleashing Leaders, Inc's Unleashing Leaders, Inc Employee Stock Ownership Plan reported $3M in total assets and 61 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,513 in Professional & Technical Services (21,562 peers)

Unleashing Leaders, Inc multi-year trail

Unleashing Leaders, Inc's plans moved +72.4% in assets from 2022 to 2024; this filing shows Unleashing Leaders, Inc Employee Stock Ownership Plan at $3M / 61 participants.

#7,513
in Professional & Technical Services (21,562 peers)
+203.2%
assets growth YoY

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Unleashing Leaders, Inc Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Unleashing Leaders, Inc Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,598,711 38th percentile higher than 38% of 139,123 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 2022

Unleashing Leaders, Inc Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Unleashing Leaders, Inc Employee Stock Ownership Plan is a small filing (61 participants) on this national headcount ladder.

DOL schedule card

Filing strip 273718915 · Unleashing Leaders, Inc PY 2022 · ESOP

Unleashing Leaders, Inc Employee Stock Ownership Plan · $3M · 61 · 38th

  • ASSETS $3M
  • PCT 61
  • EIN 38th
  • RANK ESOP
  • PHOTO near Downeast Machine and Engineering, Inc. Employee Stock Ownership Plan
  • IND ind #7513

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 →

Unleashing Leaders, Inc Employee Stock Ownership Plan in the asset neighbourhood

Unleashing Leaders, Inc Employee Stock Ownership PlanUnleashing Leaders, Inc Empl…$3MDowneast Machine and Engineering, Inc. Employee Stock Ownership PlanDowneast Machine and Enginee…$3MEckroth Music Co. Employee Stock Ownership PlanEckroth Music Co. Employee S…$3MEmsi, Inc. Employee Stock Ownership PlanEmsi, Inc. Employee Stock Ow…$3MJ & G Electric Employee Stock Ownership PlanJ & G Electric Employee Stoc…$3M
End-of-year total assets ($M) among Unleashing Leaders, Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Unleashing Leaders, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Unleashing Leaders, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$4M 72.39315953178325% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.6M $4.48M ▲ +72.3%
Year Plans Participants Total Assets
2022 1 61 $3M
2023 1 25 $4M
2024 1 20 $4M

Unleashing Leaders, Inc filing trail (2022)

Total Assets (Beginning of Year)$857K
Net Assets (End of Year)-$15M
Net Income-$16M
Employer EIN273718915
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Unleashing Leaders, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Unleashing Leaders, Inc Employee Stock Ownership Plan, Total assets ($B): 0.002598711 · Participants: 61Unleashing Leaders, Inc Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Unleashing Leaders, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Unleashing Leaders, Inc Employee Stock Ownership Plan side-by-side with 3 peers →

Unleashing Leaders, Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Downeast Machine and Engineering, Inc. Employee Stock Ownership Plan in ME ($3M); by covered participants it is Minn-Dak, Co. Employee Stock Ownership Plan in ND (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Unleashing Leaders, Inc Employee Stock Ownership Plan assets move in 2022? ▼
Unleashing Leaders, Inc Employee Stock Ownership Plan surged - up 203.2% during 2022, from $857K to $3M. Reported net income was -$16M.
How have Unleashing Leaders, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unleashing Leaders, Inc's sponsor-wide assets grew 72.4%, from $3M to $4M.
Which ESOP plans are similar in size to Unleashing Leaders, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Downeast Machine and Engineering, Inc. Employee Stock Ownership Plan in ME ($3M, 36 participants).
Which ESOP plans cover a similar participant headcount to Unleashing Leaders, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Minn-Dak, Co. Employee Stock Ownership Plan in ND (61 participants, $21M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 273718915.

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.