ESOP · DOL Form 5500 · 2023

Waterfront Services Company ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
88
Participants Small participant base
72nd
Percentile by assets National rank
$221,016
Avg per participant Above avg balance/head
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Official DOL plan name: Waterfront Services Company Employee Stock Ownership Plan and Trust · Sponsored by Waterfront Services Company · Illinois · Transportation & Warehousing

$19M in assets, 88 participants

Waterfront Services Company's Waterfront Services Company Employee Stock Ownership Plan and Trust reported $19M in total assets and 88 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #2,410 in Transportation & Warehousing (3,362 peers)

Waterfront Services Company multi-year trail

Waterfront Services Company's plans moved +14.4% in assets from 2022 to 2024; this filing shows Waterfront Services Company Employee Stock Ownership Plan and Trust at $19M / 88 participants.

#2,410
in Transportation & Warehousing (3,362 peers)
+1.3%
assets growth YoY

Waterfront Services Company Employee Stock Ownership Plan and Trust's outsized position by total assets

Waterfront Services Company Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$19,449,427 Top 28% higher than 72% 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

Waterfront Services Company 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. Waterfront Services Company Employee Stock Ownership Plan and Trust is a small filing (88 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Waterfront Services Company Employee Stock Ownership Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to $244K in the plan year 2023 filing.
  • Waterfront Services Company Employee Stock Ownership Plan and Trust reported participants rose from 76 in the plan year 2022 filing to 88 in the plan year 2023 filing.
  • Waterfront Services Company Employee Stock Ownership Plan and Trust end-of-year assets rose from $19M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 370902570 · Waterfront Services Company PY 2023 · ESOP

Waterfront Services Company Employee Stock Ownership Plan and Trust · $19M · 88 · 72nd

  • TYPE $19M
  • NET 88
  • BOOK 72nd
  • VS-ST ESOP
  • BOY near Shields, Harper & Company Employee Stock Ownership Plan
  • SCH ind #2410

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 Illinois →

Waterfront Services Company Employee Stock Ownership Plan and Trust in the asset neighbourhood

Lantz Construction Company Employee Stock Ownership Plan and TrustLantz Construction Company E…$19MWaterfront Services Company Employee Stock Ownership Plan and TrustWaterfront Services Company …$19MShields, Harper & Company Employee Stock Ownership PlanShields, Harper & Company Em…$19MLand Title, Inc. Employee Stock Ownership Plan and TrustLand Title, Inc. Employee St…$19MExpress Electric, Inc. Employee Stock Ownership PlanExpress Electric, Inc. Emplo…$19M
End-of-year total assets ($M) among Waterfront Services Company Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Waterfront Services Company multi-year asset trail

Sponsor-wide plan assets over time

All Waterfront Services Company plans reported in each filing year

Latest sponsor-wide plan assets
$22M 14.368299362557874% vs 2022
2024 filing year
$18M$19M$20M$21M$22M$23M 202220232024 $19.2M $22M ▲ +14.4%
Year Plans Participants Total Assets
2022 1 76 $19M
2023 1 88 $19M
2024 1 88 $22M

Waterfront Services Company filing trail (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$19M
Net Income$244K
Employer EIN370902570
Plan Effective Date1990-06-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Illinois

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

Waterfront Services Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Waterfront Services Company Employee Stock Ownership Plan and Trust, Total assets ($B): 0.019449427 · Participants: 88Waterfront Services Company Employee Stock Ownership Plan and TrustAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 4.440263476 · Participants: 4738Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.616096816 · Participants: 4251Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.195072662 · Participants: 486Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership Plan
Waterfront Services Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Waterfront Services Company Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Waterfront Services Company Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Shields, Harper & Company Employee Stock Ownership Plan in CA ($19M); by covered participants it is Scheduling Institute, Inc. Employee Stock Ownership Plan in GA (88 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (88 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 Waterfront Services Company Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Waterfront Services Company Employee Stock Ownership Plan and Trust edged up modestly - up 1.3% during 2023, from $19M to $19M. Reported net income was $244K.
How have Waterfront Services Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waterfront Services Company's sponsor-wide assets grew 14.4%, from $19M to $22M.
Which ESOP plans are similar in size to Waterfront Services Company Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Shields, Harper & Company Employee Stock Ownership Plan in CA ($19M, 56 participants).
Which ESOP plans cover a similar participant headcount to Waterfront Services Company Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Scheduling Institute, Inc. Employee Stock Ownership Plan in GA (88 participants, $925K 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 370902570.

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.