ESOP · DOL Form 5500 · 2023

Financial Statement Services, Inc. ESOP

Data updated 2026-08-11

$18M
Total assets
203
Participants
71st
Percentile by assets
$89,621
Avg per participant
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Official DOL plan name: Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Financial Statement Services, Inc. · California · Manufacturing

$18M in assets, 203 participants

Financial Statement Services, Inc.'s Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust reported $18M in total assets and 203 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • 71st percentile by assets (of 127,072 plans)
  • #11,280 in Manufacturing (18,722 peers)

Coverage in California

Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust covers 203 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $18M.

$18M
total plan assets (2023 EOY)
203
covered participants
71st
percentile by assets (of 127,072 plans)
$89,621
avg assets per participant

Where Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust sits by total assets

Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$18,193,066 Top 29% higher than 71% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 208 in the plan year 2022 filing to 203 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Manufacturing

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust reports 203 participants - about 32% of that state average ($18M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$9M
Net Income$8M
Employer EIN330032400
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Financial Statement Services, Inc.)

$25M$30M$35M$40M$45M 202220232024 $27.6M $39.9M ▲ +44.5%
Total plan assets by year, all Financial Statement Services, Inc. plans on file
Year Plans Participants Total Assets
2022 2 413 $28M
2023 2 407 $34M
2024 2 420 $40M

Nearby ESOP Plans in California

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

Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants

Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Financial Statement …Parsons Employee Sto…Acco Employee Stock …Rosendin Electric, I…Agron, Inc. Employee…Recology Employee St…
Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants
Compare Financial Statement Services, Inc. Emplo… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust grew sharply - up 20.7% during 2023, from $15M to $18M. Reported net income was $8M.
How have Financial Statement Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Financial Statement Services, Inc.'s sponsor-wide assets grew 44.5%, from $28M to $40M.
Which ESOP plans are similar in size to Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Olson Precast Company Employee Stock Ownership Plan in NV ($18M, 75 participants).

Next read for Financial Statement Services, Inc. Emplo…

Filing takeaways

Ways to act on Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust's numbers.

  • By total assets, Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
  • Financial Statement Services, Inc.'s sponsor-wide assets have grown 44.5% since 2022 across 3 plan years on file. More Manufacturing plans

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 330032400.

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.