ESOP · DOL Form 5500 · 2024

Preferred Strategies, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
34
Participants Small participant base
23rd
Percentile by assets National rank
$30,489
Avg per participant Low balance/head
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Official DOL plan name: Preferred Strategies, Inc. Employee Stock Ownership Plan · Sponsored by Preferred Strategies, Inc. · California · Professional & Technical Services

$1M in assets, 34 participants

Preferred Strategies, Inc.'s Preferred Strategies, Inc. Employee Stock Ownership Plan reported $1M in total assets and 34 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,730 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Preferred Strategies, Inc. Employee Stock Ownership Plan holds $1M for 34 participants - about $30,489 per participant, among the smaller plans by assets on file.

#3,730
in Professional & Technical Services (20,173 peers)
-0.0%
assets change YoY

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

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

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,036,610 23rd percentile higher than 23% of 123,620 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 2024

Preferred Strategies, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Preferred Strategies, Inc. Employee Stock Ownership Plan is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Preferred Strategies, Inc. Employee Stock Ownership Plan reported net income rose from $17K in the plan year 2023 filing to $20K in the plan year 2024 filing.
  • Preferred Strategies, Inc. Employee Stock Ownership Plan reported participants rose from 30 in the plan year 2023 filing to 34 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 020559065 · Preferred Strategies, Inc. PY 2024 · ESOP

Preferred Strategies, Inc. Employee Stock Ownership Plan · $1M · 34 · 23rd

  • IND $1M
  • IND 34
  • IND 23rd
  • IND ESOP
  • IND near Locke Roofing & Waterproofing, Inc. Employee Stock Ownership Plan and Trust
  • IND ind #3730

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 →

Preferred Strategies, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Preferred Strategies, Inc. Employee Stock Ownership PlanPreferred Strategies, Inc. E…$1MLocke Roofing & Waterproofing, Inc. Employee Stock Ownership Plan and TrustLocke Roofing & Waterproofin…$1MAlen Corporation Employee Stock Ownership PlanAlen Corporation Employee St…$1MB C Main Construction Inc ESOPB C Main Construction Inc ES…$1MLumbee Guaranty Bank Employee Stock Ownership PlanLumbee Guaranty Bank Employe…$1M
End-of-year total assets ($M) among Preferred Strategies, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$20K
Employer EIN020559065
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Preferred Strategies, Inc.)

Sponsor-wide plan assets over time

All Preferred Strategies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 3.6609999999999996% vs 2022
2024 filing year
$0.98M$1M$1.02M$1.04M$1.06M 202220232024 $1M $1.04M ▲ +4.0%
Year Plans Participants Total Assets
2022 1 26 $1M
2023 1 30 $1M
2024 1 34 $1M

Nearby ESOP Plans in California

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

Preferred Strategies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Preferred Strategies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00103661 · Participants: 34Preferred Strategies, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Preferred Strategies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Preferred Strategies, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Locke Roofing & Waterproofing, Inc. Employee Stock Ownership Plan and Trust in AZ ($1M); by covered participants it is Custom Interface, Inc. Employee Stock Ownership Plan and Trust in WA (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Preferred Strategies, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Preferred Strategies, Inc. Employee Stock Ownership Plan held essentially flat - down 0.0% during 2024, from $1M to $1M. Reported net income was $20K.
How have Preferred Strategies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Preferred Strategies, Inc.'s sponsor-wide assets grew 3.7%, from $1M to $1M.
Where does Preferred Strategies, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Preferred Strategies, Inc. Employee Stock Ownership Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Preferred Strategies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Locke Roofing & Waterproofing, Inc. Employee Stock Ownership Plan and Trust in AZ ($1M, 23 participants).
Which ESOP plans cover a similar participant headcount to Preferred Strategies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Custom Interface, Inc. Employee Stock Ownership Plan and Trust in WA (34 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 020559065.

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.