ESOP · DOL Form 5500 · 2023

School Services of California, Inc. ESOP

Data updated 2026-08-25

$24M
Total assets Small plan by assets
32
Participants Small participant base
76th
Percentile by assets National rank
$747,201
Avg per participant High balance/head
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Official DOL plan name: School Services Employee Stock Ownership Plan · Sponsored by School Services of California, Inc. · California · Professional & Technical Services

$24M in assets, 32 participants

School Services of California, Inc.'s School Services Employee Stock Ownership Plan reported $24M in total assets and 32 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,454 in Professional & Technical Services (20,321 peers)

Where School Services Employee Stock Ownership Plan sits by assets

School Services Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $24M for 32 participants (~$747,201/participant), up 2.6% in 2023.

#15,454
in Professional & Technical Services (20,321 peers)
+2.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

School Services Employee Stock Ownership Plan's outsized position by total assets

School Services Employee Stock Ownership Plan vs every filed plan by assets

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

$23,910,436 Top 24% higher than 76% 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

School Services Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. School Services Employee Stock Ownership Plan is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • School Services Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2022 filing to $809K in the plan year 2023 filing.
  • School Services Employee Stock Ownership Plan reported participants rose from 31 in the plan year 2022 filing to 32 in the plan year 2023 filing.
  • School Services Employee Stock Ownership Plan end-of-year assets rose from $23M in the plan year 2022 filing to $24M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 942447992 · School Services of California, Inc. PY 2023 · ESOP

School Services Employee Stock Ownership Plan · $24M · 32 · 76th

  • EBSA $24M
  • PART 32
  • TYPE 76th
  • NET ESOP
  • BOOK near Kline Electric, Inc. Employee Stock Ownership Plan
  • VS-ST ind #15454

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 →

School Services Employee Stock Ownership Plan in the asset neighbourhood

Kline Electric, Inc. Employee Stock Ownership PlanKline Electric, Inc. Employe…$24MDorsett Industries Employee Stock Ownership PlanDorsett Industries Employee …$24MTech Met, Inc. Employee Stock Ownership PlanTech Met, Inc. Employee Stoc…$24MSchool Services Employee Stock Ownership PlanSchool Services Employee Sto…$24MTrinity Group Holdings, Inc. Employee Stock Ownership PlanTrinity Group Holdings, Inc.…$24M
End-of-year total assets ($M) among School Services Employee Stock Ownership Plan 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)$23M
Net Income$809K
Employer EIN942447992
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (School Services of California, Inc.)

Sponsor-wide plan assets over time

All School Services of California, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 8.917837061423235% vs 2022
2024 filing year
$27M$28M$29M$30M$31M 202220232024 $27.4M $29.8M ▲ +8.9%
Year Plans Participants Total Assets
2022 2 62 $27M
2023 2 64 $29M
2024 2 62 $30M

Nearby ESOP Plans in California

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

School Services Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants School Services Employee Stock Ownership Plan, Total assets ($B): 0.023910436 · Participants: 32School Services 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
School Services Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare School Services Employee Stock Ownership Plan side-by-side with 3 peers →

School Services Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Kline Electric, Inc. Employee Stock Ownership Plan in IA ($24M); by covered participants it is Home Science Tools Employee Stock Ownership Plan in MT (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 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 School Services Employee Stock Ownership Plan assets move in 2023? ▼
School Services Employee Stock Ownership Plan edged up modestly - up 2.6% during 2023, from $23M to $24M. Reported net income was $809K.
How have School Services of California, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), School Services of California, Inc.'s sponsor-wide assets grew 8.9%, from $27M to $30M.
Where does School Services Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
School Services Employee Stock Ownership Plan ranks in the 76th 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 School Services Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Kline Electric, Inc. Employee Stock Ownership Plan in IA ($24M, 142 participants).
Which ESOP plans cover a similar participant headcount to School Services Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Home Science Tools Employee Stock Ownership Plan in MT (32 participants, $100K 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 942447992.

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.