ESOP · DOL Form 5500 · 2023

California Medical Services, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
1
Participants Small participant base
38th
Percentile by assets National rank
$3.6M
Avg per participant High balance/head
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Official DOL plan name: California Medical Services, Inc. Employee Stock Ownership Plan and Trust · Sponsored by California Medical Services, Inc. · California · Administrative & Support Services

$4M in assets, 1 participants

California Medical Services, Inc.'s California Medical Services, Inc. Employee Stock Ownership Plan and Trust reported $4M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,707 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, California Medical Services, Inc. Employee Stock Ownership Plan and Trust ranks #2,707 of 4,372 2023 filers by assets (804% of the sector average)-$4M for 1 participant.

#2,707
in Administrative & Support Services (4,372 peers)
+11658.0%
assets growth YoY

California Medical Services, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Administrative & Support Services and all filers

California Medical 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

$3,590,198 38th percentile higher than 38% 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

California Medical Services, Inc. Employee Stock Ownership Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. California Medical Services, Inc. Employee Stock Ownership Plan and Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • California Medical Services, Inc. Employee Stock Ownership Plan and Trust reported net income rose from -$7K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • California Medical Services, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $31K in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 943315828 · California Medical Services, Inc. PY 2023 · ESOP

California Medical Services, Inc. Employee Stock Ownership Plan and Trust · $4M · 1 · 38th

  • PART $4M
  • PART 1
  • PART 38th
  • PART ESOP
  • PART near Falcon Industries, Inc. Employee St Ock Ownership Plan and Trust
  • PART ind #2707

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 →

California Medical Services, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

California Medical Services, Inc. Employee Stock Ownership Plan and TrustCalifornia Medical Services,…$4MFalcon Industries, Inc. Employee St Ock Ownership Plan and TrustFalcon Industries, Inc. Empl…$4MP.B.E. Jobbers Warehouse, Inc. Employee Stock Ownership PlanP.B.E. Jobbers Warehouse, In…$4MFour Star Employee Stock Ownership PlanFour Star Employee Stock Own…$4MFlying S, Inc. Employee Stock Ownership PlanFlying S, Inc. Employee Stoc…$4M
End-of-year total assets ($M) among California Medical Services, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$31K
Net Assets (End of Year)$4M
Net Income$4M
Employer EIN943315828
Plan Effective Date1998-12-14
Filing StatusFILING RECEIVED

Sponsor Plan History (California Medical Services, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$147K 380.15982183795114% vs 2022
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $0.03M $0.15M ▲ +400.0%
Year Plans Participants Total Assets
2022 1 1 $31K
2023 1 1 $4M
2024 1 1 $147K

Nearby ESOP Plans in California

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

California Medical Services, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants California Medical Services, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.003590198 · Participants: 1California Medical Services, Inc. Employee Stock Ownership Plan and TrustParsons 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
California Medical Services, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants
Compare California Medical Services, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Falcon Industries, Inc. Employee St Ock Ownership Plan and Trust in MN ($4M); by covered participants it is Ml Dewane Inc ESOP Plan and Trust in MN (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 California Medical Services, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
California Medical Services, Inc. Employee Stock Ownership Plan and Trust surged - up 11658.0% during 2023, from $31K to $4M. Reported net income was $4M.
How have California Medical Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Medical Services, Inc.'s sponsor-wide assets grew 380.2%, from $31K to $147K.
Which ESOP plans are similar in size to California Medical Services, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Falcon Industries, Inc. Employee St Ock Ownership Plan and Trust in MN ($4M, 73 participants).
Which ESOP plans cover a similar participant headcount to California Medical Services, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Ml Dewane Inc ESOP Plan and Trust in MN (1 participant, 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 943315828.

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.