ESOP · DOL Form 5500 · 2023

Flewelling & Moody ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
20
Participants Small participant base
33rd
Percentile by assets National rank
$125,606
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Flewelling & Moody Employee Stock Ownership Plan · Sponsored by Flewelling & Moody · California · Professional & Technical Services

$3M in assets, 20 participants

Flewelling & Moody's Flewelling & Moody Employee Stock Ownership Plan reported $3M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,041 in Professional & Technical Services (20,321 peers)

Flewelling & Moody multi-year trail

Flewelling & Moody's plans moved +46.2% in assets from 2022 to 2024; this filing shows Flewelling & Moody Employee Stock Ownership Plan at $3M / 20 participants.

#6,041
in Professional & Technical Services (20,321 peers)
+19.6%
assets growth YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Flewelling & Moody Employee Stock Ownership Plan among the smaller filed plans by assets

Flewelling & Moody Employee Stock Ownership Plan vs every filed plan by assets

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

$2,512,110 33rd percentile higher than 33% 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

Flewelling & Moody 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. Flewelling & Moody Employee Stock Ownership Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Flewelling & Moody Employee Stock Ownership Plan reported net income fell from $596K in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Flewelling & Moody Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 952075737 · Flewelling & Moody PY 2023 · ESOP

Flewelling & Moody Employee Stock Ownership Plan · $3M · 20 · 33rd

  • PART $3M
  • TYPE 20
  • NET 33rd
  • BOOK ESOP
  • VS-ST near Dean Cluck Feedyard, Inc. Employee Stock Ownership Plan
  • BOY ind #6041

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 →

Flewelling & Moody Employee Stock Ownership Plan in the asset neighbourhood

Channellock, Inc. Employee Stock Ownership PlanChannellock, Inc. Employee S…$3MFlewelling & Moody Employee Stock Ownership PlanFlewelling & Moody Employee …$3MDean Cluck Feedyard, Inc. Employee Stock Ownership PlanDean Cluck Feedyard, Inc. Em…$3MNelson-Rudie & Associates, Inc. Employee Stock Ownership PlanNelson-Rudie & Associates, I…$3MK&k Electric, Inc. Employee Stock Ownership PlanK&k Electric, Inc. Employee …$3M
End-of-year total assets ($M) among Flewelling & Moody Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Flewelling & Moody multi-year asset trail

Sponsor-wide plan assets over time

All Flewelling & Moody plans reported in each filing year

Latest sponsor-wide plan assets
$10M 46.15219771822923% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $6.96M $10.2M ▲ +46.3%
Year Plans Participants Total Assets
2022 2 39 $7M
2023 2 43 $9M
2024 2 42 $10M

Flewelling & Moody filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$840K
Net Income-$3M
Employer EIN952075737
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Flewelling & Moody Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Flewelling & Moody Employee Stock Ownership Plan, Total assets ($B): 0.00251211 · Participants: 20Flewelling & Moody 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
Flewelling & Moody Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Flewelling & Moody Employee Stock Ownership Plan side-by-side with 3 peers →

Flewelling & Moody Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Dean Cluck Feedyard, Inc. Employee Stock Ownership Plan in TX ($3M); by covered participants it is Shawver Well Company Employee Stock Ownership Plan in IA (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Flewelling & Moody Employee Stock Ownership Plan assets move in 2023? ▼
Flewelling & Moody Employee Stock Ownership Plan grew sharply - up 19.6% during 2023, from $2M to $3M. Reported net income was -$3M.
How have Flewelling & Moody plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Flewelling & Moody's sponsor-wide assets grew 46.2%, from $7M to $10M.
Which ESOP plans are similar in size to Flewelling & Moody Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dean Cluck Feedyard, Inc. Employee Stock Ownership Plan in TX ($3M, 50 participants).
Which ESOP plans cover a similar participant headcount to Flewelling & Moody Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Shawver Well Company Employee Stock Ownership Plan in IA (20 participants, $5M 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 952075737.

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.