ESOP · DOL Form 5500 · 2023

A-Z Bus Sales, Inc. ESOP

Data updated 2026-08-25

$39M
Total assets Below avg plan size
166
Participants Small participant base
83rd
Percentile by assets National rank
$237,107
Avg per participant Above avg balance/head
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Official DOL plan name: A-Z Bus Sales, Inc. Employee Stock Ownership Plan · Sponsored by A-Z Bus Sales, Inc. · California · Retail Trade

$39M in assets, 166 participants

A-Z Bus Sales, Inc.'s A-Z Bus Sales, Inc. Employee Stock Ownership Plan reported $39M in total assets and 166 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #7,591 in Retail Trade (8,414 peers)

Coverage in California

A-Z Bus Sales, Inc. Employee Stock Ownership Plan covers 166 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $39M.

#7,591
in Retail Trade (8,414 peers)
+13.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

A-Z Bus Sales, Inc. Employee Stock Ownership Plan's outsized position by total assets

A-Z Bus Sales, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$39,359,837 Top 17% higher than 83% 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

A-Z Bus Sales, Inc. 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. A-Z Bus Sales, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • A-Z Bus Sales, Inc. Employee Stock Ownership Plan reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • A-Z Bus Sales, Inc. Employee Stock Ownership Plan reported participants rose from 142 in the plan year 2022 filing to 166 in the plan year 2023 filing.
  • A-Z Bus Sales, Inc. Employee Stock Ownership Plan end-of-year assets rose from $35M in the plan year 2022 filing to $39M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 330065644 · A-Z Bus Sales, Inc. PY 2023 · ESOP

A-Z Bus Sales, Inc. Employee Stock Ownership Plan · $39M · 166 · 83rd

  • ASSETS $39M
  • PCT 166
  • EIN 83rd
  • RANK ESOP
  • PHOTO near B & W Custom Truck Beds, Inc. Employee Stock Ownership Plan
  • IND ind #7591

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 →

A-Z Bus Sales, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Cepeda Associates, Inc. Employee Stock Ownership PlanCepeda Associates, Inc. Empl…$39MA-Z Bus Sales, Inc. Employee Stock Ownership PlanA-Z Bus Sales, Inc. Employee…$39MB & W Custom Truck Beds, Inc. Employee Stock Ownership PlanB & W Custom Truck Beds, Inc…$39MRpm Group, Inc. Employee Stock Ownership PlanRpm Group, Inc. Employee Sto…$39MSchmitty & Sons Holdings, Inc. Employee Stock Ownership Plan and TrustSchmitty & Sons Holdings, In…$39M
End-of-year total assets ($M) among A-Z Bus Sales, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$33M
Net Income$3M
Employer EIN330065644
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (A-Z Bus Sales, Inc.)

Sponsor-wide plan assets over time

All A-Z Bus Sales, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$51M 48.48509259500129% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $34.6M $51.4M ▲ +48.5%
Year Plans Participants Total Assets
2022 1 142 $35M
2023 1 166 $39M
2024 1 200 $51M

Nearby ESOP Plans in California

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

A-Z Bus Sales, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants A-Z Bus Sales, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.039359837 · Participants: 166A-Z Bus Sales, 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
A-Z Bus Sales, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare A-Z Bus Sales, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

A-Z Bus Sales, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is B & W Custom Truck Beds, Inc. Employee Stock Ownership Plan in KS ($39M); by covered participants it is James M. Pleasants Company, Inc. Employee Stock Ownership Plan in NC (166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (166 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 A-Z Bus Sales, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
A-Z Bus Sales, Inc. Employee Stock Ownership Plan grew at a solid clip - up 13.8% during 2023, from $35M to $39M. Reported net income was $3M.
How have A-Z Bus Sales, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A-Z Bus Sales, Inc.'s sponsor-wide assets grew 48.5%, from $35M to $51M.
Where does A-Z Bus Sales, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
A-Z Bus Sales, Inc. Employee Stock Ownership Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to A-Z Bus Sales, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is B & W Custom Truck Beds, Inc. Employee Stock Ownership Plan in KS ($39M, 463 participants).
Which ESOP plans cover a similar participant headcount to A-Z Bus Sales, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is James M. Pleasants Company, Inc. Employee Stock Ownership Plan in NC (166 participants, $76M 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 330065644.

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.