ESOP · DOL Form 5500 · 2023

School Services of California, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
32
Participants Small participant base
45th
Percentile by assets National rank
$163,249
Avg per participant Above avg balance/head
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Official DOL plan name: School Services of California, Inc. Defined Contribution Pension Plan · Sponsored by School Services of California, Inc. · California · Professional & Technical Services

$5M in assets, 32 participants

School Services of California, Inc.'s School Services of California, Inc. Defined Contribution Pension Plan reported $5M in total assets and 32 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,758 in Professional & Technical Services (20,321 peers)

2023 asset change

School Services of California, Inc. Defined Contribution Pension Plan grew sharply 27.5% in 2023 ($4M → $5M) for 32 participants.

#8,758
in Professional & Technical Services (20,321 peers)
+27.5%
assets growth YoY

School Services of California, Inc. Defined Contribution Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

School Services of California, Inc. Defined Contribution Pension Plan vs every filed plan by assets

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

$5,223,962 45th percentile higher than 45% 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

School Services of California, Inc. Defined Contribution Pension 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. School Services of California, Inc. Defined Contribution Pension Plan is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • School Services of California, Inc. Defined Contribution Pension Plan reported net income rose from -$303K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • School Services of California, Inc. Defined Contribution Pension Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • School Services of California, Inc. Defined Contribution Pension Plan reported participants rose from 31 in the plan year 2022 filing to 32 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 942447992 · School Services of California, Inc. PY 2023 · ESOP

School Services of California, Inc. Defined Contribution Pension Plan · $5M · 32 · 45th

  • PHOTO $5M
  • PHOTO 32
  • PHOTO 45th
  • PHOTO ESOP
  • PHOTO near Total Solutions Group, Inc. Employee Stock Ownership Plan
  • PHOTO ind #8758

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 →

School Services of California, Inc. Defined Contribution Pension Plan in the asset neighbourhood

Total Solutions Group, Inc. Employee Stock Ownership PlanTotal Solutions Group, Inc. …$5MColumbus Chemical Industries, Inc. Employee Stock Ownership PlanColumbus Chemical Industries…$5MSchool Services of California, Inc. Defined Contribution Pension PlanSchool Services of Californi…$5MGsi Water Solutions, Inc. Employee Stock Ownership Plan and TrustGsi Water Solutions, Inc. Em…$5MArchitects West, Inc. Employee Stock Ownership PlanArchitects West, Inc. Employ…$5M
End-of-year total assets ($M) among School Services of California, Inc. Defined Contribution Pension Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

School Services of California, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All School Services of California, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 8.917837061423235% vs 2022
2024 filing year
$27M$28M$29M$30M$31M 202220232024 $27.4M $29.8M ▲ +8.9%
Year Plans Participants Total Assets
2022 2 62 $27M
2023 2 64 $29M
2024 2 62 $30M

2023 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN942447992
Plan Effective Date1982-11-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

School Services of California, Inc. Defined Contribution Pension Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants School Services of California, Inc. Defined Contribution Pension Plan, Total assets ($B): 0.005223962 · Participants: 32School Services of California, Inc. Defined Contribution Pension 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
School Services of California, Inc. Defined Contribution Pension Plan vs. nearby ESOP plans in California, assets vs. participants

School Services of California, Inc. Defined Contribution Pension Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Total Solutions Group, Inc. Employee Stock Ownership Plan in FL ($5M); by covered participants it is Home Science Tools Employee Stock Ownership Plan in MT (32 participants). Same-state nearby plans are listed separately above.

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 School Services of California, Inc. Defined Contribution Pension Plan assets move in 2023?
School Services of California, Inc. Defined Contribution Pension Plan grew sharply - up 27.5% during 2023, from $4M to $5M. Reported net income was $1M.
How have School Services of California, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), School Services of California, Inc.'s sponsor-wide assets grew 8.9%, from $27M to $30M.
Which ESOP plans are similar in size to School Services of California, Inc. Defined Contribution Pension Plan?
Among ESOP plans in other states, the closest by assets is Total Solutions Group, Inc. Employee Stock Ownership Plan in FL ($5M, 53 participants).
Which ESOP plans cover a similar participant headcount to School Services of California, Inc. Defined Contribution Pension Plan?
Among ESOP plans in other states, the closest by covered participants is Home Science Tools Employee Stock Ownership Plan in MT (32 participants, $100K in assets).