ESOP · DOL Form 5500 · 2023

Royal State Corporation ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
33rd
Percentile by assets National rank
$2.5M
Avg per participant High balance/head
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Official DOL plan name: Royal State Corporation ESOP · Sponsored by Royal State Corporation · Hawaii · Finance & Insurance

$3M in assets, 1 participants

Royal State Corporation's Royal State Corporation ESOP reported $3M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,037 in Finance & Insurance (8,869 peers)

Royal State Corporation multi-year trail

Royal State Corporation's plans moved -92.6% in assets from 2022 to 2024; this filing shows Royal State Corporation ESOP at $3M / 1 participant.

#2,037
in Finance & Insurance (8,869 peers)
+6.9%
assets growth YoY

Royal State Corporation ESOP among the smaller filed plans by assets

Royal State Corporation ESOP vs every filed plan by assets

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

$2,524,709 33rd percentile higher than 33% 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

Royal State Corporation ESOP among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Royal State Corporation ESOP is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Royal State Corporation ESOP reported net income rose from -$580K in the plan year 2022 filing to $162K in the plan year 2023 filing.
  • Royal State Corporation ESOP reported participants fell from 6 in the plan year 2022 filing to 1 in the plan year 2023 filing.
  • Royal State Corporation ESOP end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 990207464 · Royal State Corporation PY 2023 · ESOP

Royal State Corporation ESOP · $3M · 1 · 33rd

  • NET $3M
  • NET 1
  • NET 33rd
  • NET ESOP
  • NET near Kerr-Greulich Engineers, Inc. Employee Stock Ownership Plan
  • NET ind #2037

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 Hawaii →

Royal State Corporation ESOP in the asset neighbourhood

Kerr-Greulich Engineers, Inc. Employee Stock Ownership PlanKerr-Greulich Engineers, Inc…$3MAutologue Computer Systems, Inc. Employee Stock Ownership PlanAutologue Computer Systems, …$3MRoyal State Corporation ESOP$3MManagement Support Technology, Incorporated Employee Stock OwnershipManagement Support Technolog…$3MWestern Contract Furnishers of Sacramento Employee Stock Ownership PlanWestern Contract Furnishers …$3M
End-of-year total assets ($M) among Royal State Corporation ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Royal State Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Royal State Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$175K 92.5782890192201% vs 2022
2024 filing year
$0M$1M$2M$3M 202220232024 $2.36M $0.18M ▼ -92.4%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 1 $3M
2024 2 6 $175K

Royal State Corporation filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$162K
Employer EIN990207464
Plan Effective Date1991-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Hawaii

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

Royal State Corporation ESOP vs. nearby ESOP plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -500050010001500 -50050100150 Total assets ($M) Participants Royal State Corporation ESOP, Total assets ($M): 2.524709 · Participants: 1Royal State Corporation ESOPRoberts Hawaii, Inc. Employee Stock Ownership Plan, Total assets ($M): 128.324178 · Participants: 1144Roberts Hawaii, Inc. Employee Stock Ownership PlanGpf Life and Health Benefits Co. Employee Stock Ownership Plan, Total assets ($M): 128.158632 · Participants: 102Gpf Life and Health Benefits Co. Employee Stock Ownership PlanBowers & Kubota Consulting, Inc. ESOP, Total assets ($M): 124.005968 · Participants: 258Bowers & Kubota Consulting, Inc. ESOPR. M. Towill Corporation Employee Stock Ownership Plan, Total assets ($M): 116.46544 · Participants: 96R. M. Towill Corporation Employee Stock Ownership PlanHpm Building Supply Employee Stock Ownership Plan, Total assets ($M): 99.513108 · Participants: 381Hpm Building Supply Employee Stock Ownership Plan
Royal State Corporation ESOP vs. nearby ESOP plans in Hawaii, assets vs. participants
Compare Royal State Corporation ESOP side-by-side with 3 peers →

Royal State Corporation ESOP's out-of-state ESOP peers by assets and headcount

Outside Hawaii, the nearest ESOP by assets is Kerr-Greulich Engineers, Inc. Employee Stock Ownership Plan in KY ($3M); by covered participants it is Residential Mortgage Funding, Inc. E.S.O.P. in CA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Royal State Corporation ESOP assets move in 2023? ▼
Royal State Corporation ESOP grew at a solid clip - up 6.9% during 2023, from $2M to $3M. Reported net income was $162K.
How have Royal State Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Royal State Corporation's sponsor-wide assets declined 92.6%, from $2M to $175K.
Which ESOP plans are similar in size to Royal State Corporation ESOP? ▼
Among ESOP plans in other states, the closest by assets is Kerr-Greulich Engineers, Inc. Employee Stock Ownership Plan in KY ($3M, 30 participants).
Which ESOP plans cover a similar participant headcount to Royal State Corporation ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Residential Mortgage Funding, Inc. E.S.O.P. in CA (1 participant, 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 990207464.

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.