ESOP · DOL Form 5500 · 2023
Private Client Services, LLC ESOP
Data updated 2026-08-11
- $5M
- Total assets
- 42
- Participants
- 43rd
- Percentile by assets
- $109,504
- Avg per participant
Official DOL plan name: Private Client Services ESOP · Sponsored by Private Client Services, LLC · Kentucky · Finance & Insurance
$5M in assets, 42 participants
Private Client Services, LLC's Private Client Services ESOP reported $5M in total assets and 42 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.
- 43rd percentile by assets (of 127,072 plans)
- #2,666 in Finance & Insurance (8,869 peers)
Private Client Services, LLC multi-year trail
Private Client Services, LLC's plans moved +87.3% in assets from 2022 to 2024; this filing shows Private Client Services ESOP at $5M / 42 participants.
- $5M
- total plan assets (2023 EOY)
- 42
- covered participants
- 43rd
- percentile by assets (of 127,072 plans)
- $109,504
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Private Client Services ESOP reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Private Client Services ESOP reported participants rose from 34 in the plan year 2022 filing to 42 in the plan year 2023 filing.
- Private Client Services ESOP end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Private Client Services, LLC across 3 plan years on file
Across the 3 plan years Private Client Services, LLC has on file (2022-2024), sponsor-wide plan assets have moved from $4M to $8M, a gain of 87.3%, while reported participants moved from 34 to 43 (+26.5%). Peak year by sponsor assets: 2024 ($8M); trough: 2022 ($4M).
Private Client Services, LLC multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 34 | $4M |
| 2023 | 1 | 42 | $5M |
| 2024 | 1 | 43 | $8M |
Private Client Services, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | -$1M |
| Net Income | $1M |
| Employer EIN | 611383537 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Kentucky
Peer ESOP plans, same state, same plan type, ranked by total assets.
Private Client Services ESOP vs. nearby ESOP plans in Kentucky, assets vs. participants
- Houchens Industries, Inc. Employee Stock Ownership Plan $2.3B · 6,764
- Stock Yards Bank & Trust Company 401(k) Employee $147M · 1,080
- Gray, Inc. Employee Stock Ownership Plan $127M · 1,362
- H & R Agri-Power Employee Stock Ownership Plan $105M · 489
- Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan $94M · 650
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Private Client Services ESOP by total assets, not by location.
Frequently Asked Questions
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Next read for Private Client Services ESOP
Multi-year trail
Ways to act on Private Client Services ESOP's numbers.
- By total assets, Private Client Services ESOP ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Kentucky. Compare plans
- Private Client Services, LLC's sponsor-wide assets have grown 87.3% since 2022 across 3 plan years on file. More Finance & Insurance plans