ESOP · DOL Form 5500 · 2023
Interstate Personnel Services, Inc. ESOP
Data updated 2026-08-25
- $91M
- Total assets Below avg plan size
- 826
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $110,326
- Avg per participant Below avg balance/head
Official DOL plan name: Interstate Personnel Services, Inc. Employee Stock Ownership Plan · Sponsored by Interstate Personnel Services, Inc. · Kentucky · Transportation & Warehousing
$91M in assets, 826 participants
Interstate Personnel Services, Inc.'s Interstate Personnel Services, Inc. Employee Stock Ownership Plan reported $91M in total assets and 826 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #2,970 in Transportation & Warehousing (3,362 peers)
Where Interstate Personnel Services, Inc. Employee Stock Ownership Plan sits by assets
Interstate Personnel Services, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $91M for 826 participants (~$110,326/participant), down 16.3% in 2023.
- #2,970
- in Transportation & Warehousing (3,362 peers)
- -16.3%
- assets change YoY
- 0.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Interstate Personnel Services, Inc. Employee Stock Ownership Plan's outsized position by total assets
Interstate Personnel Services, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$91,129,408 Top 9% higher than 91% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Interstate Personnel 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. Interstate Personnel Services, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (826 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Interstate Personnel Services, Inc. Employee Stock Ownership Plan reported net income fell from $19M in the plan year 2022 filing to -$18M in the plan year 2023 filing.
- Interstate Personnel Services, Inc. Employee Stock Ownership Plan end-of-year assets fell from $109M in the plan year 2022 filing to $91M in the plan year 2023 filing.
DOL schedule card
Filing strip 610717059 · Interstate Personnel Services, Inc. PY 2023 · ESOP
Interstate Personnel Services, Inc. Employee Stock Ownership Plan · $91M · 826 · 91st
- PART $91M
- TYPE 826
- NET 91st
- BOOK ESOP
- VS-ST near Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan
- BOY ind #2970
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 Kentucky →
Interstate Personnel Services, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $109M |
|---|---|
| Net Assets (End of Year) | $90M |
| Net Income | -$18M |
| Employer EIN | 610717059 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Interstate Personnel Services, Inc.)
Sponsor-wide plan assets over time
All Interstate Personnel Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $138M 26.584064233081612% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 831 | $109M |
| 2023 | 1 | 826 | $91M |
| 2024 | 2 | 1,797 | $138M |
Nearby ESOP Plans in Kentucky
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Houchens Industries, Inc. Employee Stock Ownership Plan $2.3B · 6,764
- Stock Yards Bank & Trust Company 401(k) Employee $147M · 1,080
- Gray, Inc. Employee Stock Ownership Plan $127M · 1,362
- H & R Agri-Power Employee Stock Ownership Plan $105M · 489
- Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan $94M · 650
Interstate Personnel Services, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Kentucky, the nearest ESOP by assets is Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan in MN ($91M); by covered participants it is Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan in MN (825 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($91M here).
- Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan (MN) $91M · 58
- Cornerstone Controls, Inc. Employee Stock Ownership Plan (IN) $91M · 139
- Wiginton Corporation ESOP (FL) $90M · 441
- Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust (CA) $92M · 145
Similar participant headcount
Nearest other-state filings by covered participants (826 participants); asset peers above are excluded.
- Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan (MN) 825 · 1 off
- Pacific Hide & Fur Depot D/B/a Pacific Steel & Recycling ESOP (MT) 824 · 2 off
- Independent Bank Corporation Employee Stock Ownership Plan (MI) 822 · 4 off
- Cactus Feeders, Inc. Employee Stock Ownership Plan (TX) 831 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.