ESOP · DOL Form 5500 · 2023

Pacific States Petroleum ESOP

Data updated 2026-08-25

$16M
Total assets Small plan by assets
145
Participants Small participant base
69th
Percentile by assets National rank
$112,000
Avg per participant Below avg balance/head
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Official DOL plan name: Pacific States Petroleum Employee Stock Ownership Plan · Sponsored by Pacific States Petroleum · California · Wholesale Trade

$16M in assets, 145 participants

Pacific States Petroleum's Pacific States Petroleum Employee Stock Ownership Plan reported $16M in total assets and 145 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,035 in Wholesale Trade (6,309 peers)

Coverage in California

Pacific States Petroleum Employee Stock Ownership Plan covers 145 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $16M.

#4,035
in Wholesale Trade (6,309 peers)
-11.1%
assets change YoY

The plan reported a net loss of $388K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pacific States Petroleum Employee Stock Ownership Plan's outsized position by total assets

Pacific States Petroleum Employee Stock Ownership Plan vs every filed plan by assets

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

$16,240,000 Top 31% higher than 69% 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

Pacific States Petroleum Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pacific States Petroleum Employee Stock Ownership Plan sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pacific States Petroleum Employee Stock Ownership Plan reported net income fell from $8M in the plan year 2022 filing to -$388K in the plan year 2023 filing.
  • Pacific States Petroleum Employee Stock Ownership Plan reported participants rose from 115 in the plan year 2022 filing to 145 in the plan year 2023 filing.
  • Pacific States Petroleum Employee Stock Ownership Plan end-of-year assets fell from $18M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 383646048 · Pacific States Petroleum PY 2023 · ESOP

Pacific States Petroleum Employee Stock Ownership Plan · $16M · 145 · 69th

  • EIN $16M
  • RANK 145
  • PHOTO 69th
  • IND ESOP
  • EOY near Lincoln Builders, Inc. Employee Stock Ownership Plan
  • 5500 ind #4035

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 →

Pacific States Petroleum Employee Stock Ownership Plan in the asset neighbourhood

The Bobbitt Group, Inc. Employee Stock Ownership PlanThe Bobbitt Group, Inc. Empl…$16MPacific States Petroleum Employee Stock Ownership PlanPacific States Petroleum Emp…$16MLincoln Builders, Inc. Employee Stock Ownership PlanLincoln Builders, Inc. Emplo…$16ME&m Logistics Inc. Employee Stock Ownership PlanE&m Logistics Inc. Employee …$16MHaumiller Engineering Company Money Purchase Pension PlanHaumiller Engineering Compan…$16M
End-of-year total assets ($M) among Pacific States Petroleum Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)-$46M
Net Income-$388K
Employer EIN383646048
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pacific States Petroleum)

Sponsor-wide plan assets over time

All Pacific States Petroleum plans reported in each filing year

Latest sponsor-wide plan assets
$32M 25.42840794110243% vs 2022
2024 filing year
$24M$26M$28M$30M$32M$34M 202220232024 $25.3M $31.8M ▲ +25.4%
Year Plans Participants Total Assets
2022 2 266 $25M
2023 2 319 $26M
2024 2 347 $32M

Nearby ESOP Plans in California

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

Pacific States Petroleum Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Pacific States Petroleum Employee Stock Ownership Plan, Total assets ($B): 0.01624 · Participants: 145Pacific States Petroleum 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
Pacific States Petroleum Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Pacific States Petroleum Employee Stock Ownership Plan side-by-side with 3 peers →

Pacific States Petroleum Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Lincoln Builders, Inc. Employee Stock Ownership Plan in LA ($16M); by covered participants it is Sdi Education, Inc. Employee Stock Ownership Plan in AZ (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Pacific States Petroleum Employee Stock Ownership Plan assets move in 2023? ▼
Pacific States Petroleum Employee Stock Ownership Plan pulled back noticeably - down 11.1% during 2023, from $18M to $16M. Reported net income was -$388K.
How have Pacific States Petroleum plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pacific States Petroleum's sponsor-wide assets grew 25.4%, from $25M to $32M.
Which ESOP plans are similar in size to Pacific States Petroleum Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lincoln Builders, Inc. Employee Stock Ownership Plan in LA ($16M, 76 participants).
Which ESOP plans cover a similar participant headcount to Pacific States Petroleum Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sdi Education, Inc. Employee Stock Ownership Plan in AZ (145 participants, $69M 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 383646048.

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.