ESOP · DOL Form 5500 · 2023

Collateral Services, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
12
Participants Small participant base
35th
Percentile by assets National rank
$235,997
Avg per participant Above avg balance/head
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Official DOL plan name: Collateral Services, Inc. Employee Stock Ownership Plan · Sponsored by Collateral Services, Inc. · Kansas · Information & Media

$3M in assets, 12 participants

Collateral Services, Inc.'s Collateral Services, Inc. Employee Stock Ownership Plan reported $3M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #549 in Information & Media (2,818 peers)

Collateral Services, Inc. multi-year trail

Collateral Services, Inc.'s plans moved +18.0% in assets from 2022 to 2024; this filing shows Collateral Services, Inc. Employee Stock Ownership Plan at $3M / 12 participants.

#549
in Information & Media (2,818 peers)
+13.9%
assets growth YoY

Collateral Services, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Information & Media and all filers

Collateral Services, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,831,964 35th percentile higher than 35% 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

Collateral Services, 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. Collateral Services, Inc. Employee Stock Ownership Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Collateral Services, Inc. Employee Stock Ownership Plan reported net income fell from $572K in the plan year 2022 filing to $345K in the plan year 2023 filing.
  • Collateral Services, Inc. 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.
  • Collateral Services, Inc. Employee Stock Ownership Plan reported participants rose from 11 in the plan year 2022 filing to 12 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 204894515 · Collateral Services, Inc. PY 2023 · ESOP

Collateral Services, Inc. Employee Stock Ownership Plan · $3M · 12 · 35th

  • NET $3M
  • NET 12
  • NET 35th
  • NET ESOP
  • NET near Babcock Laboratories, Inc. ESOP
  • NET ind #549

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 Kansas →

Collateral Services, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Infinity Communications & Consulting, Inc. Employee Stock Ownership PlanInfinity Communications & Co…$3MCollateral Services, Inc. Employee Stock Ownership PlanCollateral Services, Inc. Em…$3MBabcock Laboratories, Inc. ESOPBabcock Laboratories, Inc. E…$3MSeacon Engineering Associates, Inc. Employee Stock Ownership PlanSeacon Engineering Associate…$3MAdvanced Lifeline Services, Inc Employee Stock Ownership PlanAdvanced Lifeline Services, …$3M
End-of-year total assets ($M) among Collateral Services, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Collateral Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Collateral Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 18.020934602886648% vs 2022
2024 filing year
$2.4M$2.6M$2.8M$3M 202220232024 $2.49M $2.94M ▲ +18.1%
Year Plans Participants Total Assets
2022 1 11 $2M
2023 1 12 $3M
2024 1 15 $3M

Collateral Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$345K
Employer EIN204894515
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Kansas

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

Collateral Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants Scatter plot of 6 data points. -2000200400600800 -1000100200300400 Total assets ($M) Participants Collateral Services, Inc. Employee Stock Ownership Plan, Total assets ($M): 2.831964 · Participants: 12Collateral Services, Inc. Employee Stock Ownership PlanPbi-Gordon Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 358.733267 · Participants: 488Pbi-Gordon Companies, Inc. Employee Stock Ownership PlanHarcros Chemicals, Inc. Employee Stock Ownership Plan, Total assets ($M): 296.082944 · Participants: 549Harcros Chemicals, Inc. Employee Stock Ownership PlanMmc Corp Employee Stock Ownership Plan, Total assets ($M): 239.968034 · Participants: 754Mmc Corp Employee Stock Ownership PlanGlobe Engineering Co Inc Employee Stock Ownership Plan and Trust, Total assets ($M): 136.184991 · Participants: 236Globe Engineering Co Inc Employee Stock Ownership Plan and TrustInland Truck Parts Company Employee Stock Ownership Plan and Trust, Total assets ($M): 98.736189 · Participants: 665Inland Truck Parts Company Employee Stock Ownership Plan and Trust
Collateral Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants
Compare Collateral Services, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Kansas, the nearest ESOP by assets is Babcock Laboratories, Inc. ESOP in CA ($3M); by covered participants it is Sonoran Crest Construction Employee Stock Ownership Plan in AZ (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Collateral Services, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Collateral Services, Inc. Employee Stock Ownership Plan grew at a solid clip - up 13.9% during 2023, from $2M to $3M. Reported net income was $345K.
How have Collateral Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Collateral Services, Inc.'s sponsor-wide assets grew 18.0%, from $2M to $3M.
Which ESOP plans are similar in size to Collateral Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Babcock Laboratories, Inc. ESOP in CA ($3M, 68 participants).
Which ESOP plans cover a similar participant headcount to Collateral Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sonoran Crest Construction Employee Stock Ownership Plan in AZ (12 participants, $940K 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 204894515.

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.