ESOP · DOL Form 5500 · 2023

Financial Statement Services, Inc. ESOP

Data updated 2026-08-25

$18M
Total assets Small plan by assets
203
Participants Below avg headcount
71st
Percentile by assets National rank
$89,621
Avg per participant Below avg balance/head
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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.

  • #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.

#11,280
in Manufacturing (18,722 peers)
+20.7%
assets growth YoY

Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust's outsized position 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 $2,050,000,000 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

Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust 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. Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (203 participants).

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 →

DOL schedule card

Filing strip 330032400 · Financial Statement Services, Inc. PY 2023 · ESOP

Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust · $18M · 203 · 71st

  • TYPE $18M
  • NET 203
  • BOOK 71st
  • VS-ST ESOP
  • BOY near Olson Precast Company Employee Stock Ownership Plan
  • SCH ind #11280

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 →

Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Hop-a-Jet Worldwide Jet Charter Employee Stock Ownership PlanHop-a-Jet Worldwide Jet Char…$18MFinancial Statement Services, Inc. Employee Stock Ownership Plan and TrustFinancial Statement Services…$18MOlson Precast Company Employee Stock Ownership PlanOlson Precast Company Employ…$18MZsi Employee Stock Ownership PlanZsi Employee Stock Ownership…$18MAsi Commercial Roofing & Maintenance Inc. Employee Stock Ownership PlanAsi Commercial Roofing & Mai…$18M
End-of-year total assets ($M) among Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Financial Statement Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 44.459944950652826% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27.6M $39.9M ▲ +44.5%
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 Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.018193066 · Participants: 203Financial Statement Services, Inc. Employee Stock Ownership Plan and TrustParsons 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
Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants
Compare Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Olson Precast Company Employee Stock Ownership Plan in NV ($18M); by covered participants it is Monroe Tractor & Implement Co., Inc. Employee Stock Ownership Plan in NY (203 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (203 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 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).
Which ESOP plans cover a similar participant headcount to Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Monroe Tractor & Implement Co., Inc. Employee Stock Ownership Plan in NY (203 participants, N/A 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 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.