ESOP · DOL Form 5500 · 2023

Delta Managed Solutions, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
57
Participants Small participant base
39th
Percentile by assets National rank
$64,041
Avg per participant Low balance/head
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Official DOL plan name: Delta Managed Solutions, Inc. Employee Stock Ownership Plan · Sponsored by Delta Managed Solutions, Inc. · California · Educational Services

$4M in assets, 57 participants

Delta Managed Solutions, Inc.'s Delta Managed Solutions, Inc. Employee Stock Ownership Plan reported $4M in total assets and 57 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #949 in Educational Services (3,735 peers)

Delta Managed Solutions, Inc. multi-year trail

Delta Managed Solutions, Inc.'s plans moved -36.4% in assets from 2022 to 2024; this filing shows Delta Managed Solutions, Inc. Employee Stock Ownership Plan at $4M / 57 participants.

#949
in Educational Services (3,735 peers)
-19.6%
assets change YoY

The plan reported a net loss of $436K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Delta Managed Solutions, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Educational Services and all filers

Delta Managed Solutions, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,650,349 39th percentile higher than 39% 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

Delta Managed Solutions, Inc. 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. Delta Managed Solutions, Inc. Employee Stock Ownership Plan is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Delta Managed Solutions, Inc. Employee Stock Ownership Plan end-of-year assets fell from $5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Delta Managed Solutions, Inc. Employee Stock Ownership Plan reported net income fell from -$410K in the plan year 2022 filing to -$436K in the plan year 2023 filing.
  • Delta Managed Solutions, Inc. Employee Stock Ownership Plan reported participants fell from 58 in the plan year 2022 filing to 57 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 470926082 · Delta Managed Solutions, Inc. PY 2023 · ESOP

Delta Managed Solutions, Inc. Employee Stock Ownership Plan · $4M · 57 · 39th

  • EIN $4M
  • EIN 57
  • EIN 39th
  • EIN ESOP
  • EIN near Bb&e, Inc. Employee Stock Ownership Plan
  • EIN ind #949

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 →

Delta Managed Solutions, Inc. Employee Stock Ownership Plan in the asset neighbourhood

The Trust Company of Kansas Employee Stock Ownership PlanThe Trust Company of Kansas …$4MDelta Managed Solutions, Inc. Employee Stock Ownership PlanDelta Managed Solutions, Inc…$4MBb&e, Inc. Employee Stock Ownership PlanBb&e, Inc. Employee Stock Ow…$4MThe Cadle Company Inc., II ESOPThe Cadle Company Inc., II E…$4MConie Construction Company Employee Stock Ownership PlanConie Construction Company E…$4M
End-of-year total assets ($M) among Delta Managed Solutions, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Delta Managed Solutions, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Delta Managed Solutions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 36.39806381517899% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M$5M 202220232024 $4.54M $2.89M ▼ -36.3%
Year Plans Participants Total Assets
2022 1 58 $5M
2023 1 57 $4M
2024 1 53 $3M

Delta Managed Solutions, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$3M
Net Income-$436K
Employer EIN470926082
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Delta Managed Solutions, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Delta Managed Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.003650349 · Participants: 57Delta Managed Solutions, Inc. 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
Delta Managed Solutions, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Delta Managed Solutions, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Delta Managed Solutions, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Bb&e, Inc. Employee Stock Ownership Plan in MI ($4M); by covered participants it is R-S-H Engineering, Inc. Employee Stock Ownership Plan in LA (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 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 Delta Managed Solutions, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Delta Managed Solutions, Inc. Employee Stock Ownership Plan declined sharply - down 19.6% during 2023, from $5M to $4M. Reported net income was -$436K.
How have Delta Managed Solutions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Delta Managed Solutions, Inc.'s sponsor-wide assets declined 36.4%, from $5M to $3M.
Which ESOP plans are similar in size to Delta Managed Solutions, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bb&e, Inc. Employee Stock Ownership Plan in MI ($4M, 238 participants).
Which ESOP plans cover a similar participant headcount to Delta Managed Solutions, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is R-S-H Engineering, Inc. Employee Stock Ownership Plan in LA (57 participants, $10M 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 470926082.

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.