ESOP · DOL Form 5500 · 2023

Shasta Forest Products, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
24
Participants Small participant base
50th
Percentile by assets National rank
$275,354
Avg per participant High balance/head
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Official DOL plan name: Shasta Forest Products, Inc. Employee Stock Ownership Plan · Sponsored by Shasta Forest Products, Inc. · California · Manufacturing

$7M in assets, 24 participants

Shasta Forest Products, Inc.'s Shasta Forest Products, Inc. Employee Stock Ownership Plan reported $7M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #6,314 in Manufacturing (18,722 peers)

Shasta Forest Products, Inc. multi-year trail

Shasta Forest Products, Inc.'s plans moved -19.7% in assets from 2022 to 2024; this filing shows Shasta Forest Products, Inc. Employee Stock Ownership Plan at $7M / 24 participants.

#6,314
in Manufacturing (18,722 peers)
-9.6%
assets change YoY

The plan reported a net loss of $617K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shasta Forest Products, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Shasta Forest Products, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$6,608,506 Top 50% higher than 50% 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

Shasta Forest Products, Inc. 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. Shasta Forest Products, Inc. Employee Stock Ownership Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shasta Forest Products, Inc. Employee Stock Ownership Plan reported net income rose from -$950K in the plan year 2022 filing to -$617K in the plan year 2023 filing.
  • Shasta Forest Products, Inc. Employee Stock Ownership Plan reported participants fell from 28 in the plan year 2022 filing to 24 in the plan year 2023 filing.
  • Shasta Forest Products, Inc. Employee Stock Ownership Plan end-of-year assets fell from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 942299476 · Shasta Forest Products, Inc. PY 2023 · ESOP

Shasta Forest Products, Inc. Employee Stock Ownership Plan · $7M · 24 · 50th

  • EIN $7M
  • RANK 24
  • PHOTO 50th
  • IND ESOP
  • EOY near Crepes a Latte Catering Inc. Employee Stock Ownership Plan
  • 5500 ind #6314

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 →

Shasta Forest Products, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Texas Research International, Inc. Employee Stock Ownership Plan & TrustTexas Research International…$7MShasta Forest Products, Inc. Employee Stock Ownership PlanShasta Forest Products, Inc.…$7MCrepes a Latte Catering Inc. Employee Stock Ownership PlanCrepes a Latte Catering Inc.…$7MInternational Hydraulics, Inc. Employee Stock Ownership PlanInternational Hydraulics, In…$7MMid-Atlantic Door Group Employee Stock Ownership PlanMid-Atlantic Door Group Empl…$7M
End-of-year total assets ($M) among Shasta Forest Products, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Shasta Forest Products, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Shasta Forest Products, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 19.734836150043332% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 202220232024 $7.31M $5.87M ▼ -19.7%
Year Plans Participants Total Assets
2022 1 28 $7M
2023 1 24 $7M
2024 1 23 $6M

Shasta Forest Products, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$617K
Employer EIN942299476
Plan Effective Date1977-11-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Shasta Forest Products, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Shasta Forest Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.006608506 · Participants: 24Shasta Forest Products, 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
Shasta Forest Products, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Shasta Forest Products, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Shasta Forest Products, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Crepes a Latte Catering Inc. Employee Stock Ownership Plan in IL ($7M); by covered participants it is Valador, Inc. Employee Stock Bonus Plan in WV (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Shasta Forest Products, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Shasta Forest Products, Inc. Employee Stock Ownership Plan pulled back noticeably - down 9.6% during 2023, from $7M to $7M. Reported net income was -$617K.
How have Shasta Forest Products, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shasta Forest Products, Inc.'s sponsor-wide assets declined 19.7%, from $7M to $6M.
Which ESOP plans are similar in size to Shasta Forest Products, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Crepes a Latte Catering Inc. Employee Stock Ownership Plan in IL ($7M, 25 participants).
Which ESOP plans cover a similar participant headcount to Shasta Forest Products, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Valador, Inc. Employee Stock Bonus Plan in WV (24 participants, N/A 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 942299476.

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.