ESOP · DOL Form 5500 · 2023

Asset Research Services, Inc. ESOP

Data updated 2026-08-25

$12K
Total assets Small plan by assets
17
Participants Small participant base
2nd
Percentile by assets National rank
$717
Avg per participant Low balance/head
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Official DOL plan name: Asset Research Services, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Asset Research Services, Inc. · Arizona · Professional & Technical Services

$12K in assets, 17 participants

Asset Research Services, Inc.'s Asset Research Services, Inc. Employee Stock Ownership Plan and Trust reported $12K in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 2nd 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.

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

Asset Research Services, Inc. multi-year trail

Asset Research Services, Inc.'s plans moved -96.9% in assets from 2022 to 2024; this filing shows Asset Research Services, Inc. Employee Stock Ownership Plan and Trust at $12K / 17 participants.

#324
in Professional & Technical Services (20,321 peers)
-96.0%
assets change YoY

The plan reported a net loss of $142K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Asset Research Services, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Asset Research Services, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$12,184 2nd percentile higher than 2% 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

Asset Research Services, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Asset Research Services, Inc. Employee Stock Ownership Plan and Trust is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Asset Research Services, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $17K in the plan year 2022 filing to -$142K in the plan year 2023 filing.
  • Asset Research Services, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $305K in the plan year 2022 filing to $12K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 860597994 · Asset Research Services, Inc. PY 2023 · ESOP

Asset Research Services, Inc. Employee Stock Ownership Plan and Trust · $12K · 17 · 2nd

  • EIN $12K
  • EIN 17
  • EIN 2nd
  • EIN ESOP
  • EIN near Current360, Inc. Employee Stock Ownership Plan
  • EIN ind #324

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 Arizona →

Asset Research Services, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Asset Research Services, Inc. Employee Stock Ownership Plan and TrustAsset Research Services, Inc…$12KCurrent360, Inc. Employee Stock Ownership PlanCurrent360, Inc. Employee St…$12KDienen, Inc. Employee Stock Ownership PlanDienen, Inc. Employee Stock …$12KWest Coast Castings Emploee Stock Ownership PlanWest Coast Castings Emploee …$13KSpurmaxim, Inc. Employee Stock Ownership Plan and TrustSpurmaxim, Inc. Employee Sto…$13K
End-of-year total assets ($M) among Asset Research Services, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Asset Research Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Asset Research Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9K 96.90754098360655% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M 202220232024 $0.31M $0.01M ▼ -96.8%
Year Plans Participants Total Assets
2022 1 17 $305K
2023 1 17 $12K
2024 1 N/A $9K

Asset Research Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$305K
Net Assets (End of Year)$12K
Net Income-$142K
Employer EIN860597994
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Arizona

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

Asset Research Services, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.5 Total assets ($B) Participants Asset Research Services, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.000012184 · Participants: 17Asset Research Services, Inc. Employee Stock Ownership Plan and TrustThe Sundt Companies Employee Stock Ownership Plan, Total assets ($B): 1.064355538 · Participants: 2392The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($B): 0.61854692 · Participants: 19740U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.313228026 · Participants: 253Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($B): 0.216174467 · Participants: 1057Pima Medical Institute Employee Stock Ownership PlanWilson Electric Services Corp. Employee Stock Ownership Plan, Total assets ($B): 0.167298665 · Participants: 726Wilson Electric Services Corp. Employee Stock Ownership Plan
Asset Research Services, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Asset Research Services, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Arizona, the nearest ESOP by assets is Current360, Inc. Employee Stock Ownership Plan in KY ($12K); by covered participants it is New England Natural Bakers, Inc. Employee Stock Ownership Plan in MA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Asset Research Services, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Asset Research Services, Inc. Employee Stock Ownership Plan and Trust contracted severely - down 96.0% during 2023, from $305K to $12K. Reported net income was -$142K.
How have Asset Research Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Asset Research Services, Inc.'s sponsor-wide assets declined 96.9%, from $305K to $9K.
Where does Asset Research Services, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Asset Research Services, Inc. Employee Stock Ownership Plan and Trust ranks in the 2nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Asset Research Services, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Current360, Inc. Employee Stock Ownership Plan in KY ($12K, 8 participants).
Which ESOP plans cover a similar participant headcount to Asset Research Services, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is New England Natural Bakers, Inc. Employee Stock Ownership Plan in MA (17 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 860597994.

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.