ESOP · DOL Form 5500 · 2023

Poolmaster, Inc. ESOP

Data updated 2026-08-25

$997K
Total assets Small plan by assets
60
Participants Small participant base
24th
Percentile by assets National rank
$16,625
Avg per participant Low balance/head
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Official DOL plan name: Poolmaster, Inc. Employee Stock Ownership Plan · Sponsored by Poolmaster, Inc. · California · Construction

$997K in assets, 60 participants

Poolmaster, Inc.'s Poolmaster, Inc. Employee Stock Ownership Plan reported $997K in total assets and 60 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,954 in Construction (9,030 peers)

2023 asset change

Poolmaster, Inc. Employee Stock Ownership Plan contracted severely 54.8% in 2023 ($2M → $997K) for 60 participants.

#1,954
in Construction (9,030 peers)
-54.8%
assets change YoY

The plan reported a net loss of $815K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Poolmaster, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Poolmaster, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$997,488 24th percentile higher than 24% 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

Poolmaster, Inc. Employee Stock Ownership 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. Poolmaster, Inc. Employee Stock Ownership Plan is a small filing (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Poolmaster, Inc. Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2022 filing to $997K in the plan year 2023 filing.
  • Poolmaster, Inc. Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2022 filing to -$815K in the plan year 2023 filing.
  • Poolmaster, Inc. Employee Stock Ownership Plan reported participants rose from 57 in the plan year 2022 filing to 60 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 941460714 · Poolmaster, Inc. PY 2023 · ESOP

Poolmaster, Inc. Employee Stock Ownership Plan · $997K · 60 · 24th

  • EBSA $997K
  • PART 60
  • TYPE 24th
  • NET ESOP
  • BOOK near Horizon Paper Company, Inc. Employee Stock Ownership Plan
  • VS-ST ind #1954

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 →

Poolmaster, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Poolmaster, Inc. Employee Stock Ownership PlanPoolmaster, Inc. Employee St…$997KHorizon Paper Company, Inc. Employee Stock Ownership PlanHorizon Paper Company, Inc. …$998KTadjer-Cohen-Edelson Associates Inc (ESOP) Amended and Restated Employee Stock Ownership PlanTadjer-Cohen-Edelson Associa…$996KAlen Corporation Employee Stock Ownership PlanAlen Corporation Employee St…$1M1st Pet Employee Stock Ownership Plan1st Pet Employee Stock Owner…$1M
End-of-year total assets ($M) among Poolmaster, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Poolmaster, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Poolmaster, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$1M$2M$3M 202220232024 $2.21M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 57 $2M
2023 1 60 $997K
2024 1 52 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$640K
Net Income-$815K
Employer EIN941460714
Plan Effective Date2009-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Poolmaster, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Poolmaster, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000997488 · Participants: 60Poolmaster, 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
Poolmaster, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Poolmaster, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Poolmaster, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Horizon Paper Company, Inc. Employee Stock Ownership Plan in CT ($998K); by covered participants it is Wheeler Services, Inc. Employee Stock Ownership Plan in GA (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 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 Poolmaster, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Poolmaster, Inc. Employee Stock Ownership Plan contracted severely - down 54.8% during 2023, from $2M to $997K. Reported net income was -$815K.
Where does Poolmaster, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Poolmaster, Inc. Employee Stock Ownership Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Poolmaster, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Horizon Paper Company, Inc. Employee Stock Ownership Plan in CT ($998K, 30 participants).
Which ESOP plans cover a similar participant headcount to Poolmaster, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wheeler Services, Inc. Employee Stock Ownership Plan in GA (60 participants, $5M 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 941460714.

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.