ESOP · DOL Form 5500 · 2024

School Services of California, Inc. ESOP

Data updated 2026-08-11

$24M
Total assets
31
Participants
73rd
Percentile by assets
$765,343
Avg per participant
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Official DOL plan name: School Services Employee Stock Ownership Plan · Sponsored by School Services of California, Inc. · California · Professional & Technical Services

$24M in assets, 31 participants

School Services of California, Inc.'s School Services Employee Stock Ownership Plan reported $24M in total assets and 31 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • 73rd percentile by assets (of 123,622 plans)
  • #14,736 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

School Services Employee Stock Ownership Plan holds $24M for 31 participants - about $765,343 per participant, above the median plan by assets.

$24M
total plan assets (2024 EOY)
31
covered participants
73rd
percentile by assets (of 123,622 plans)
$765,343
avg assets per participant

The plan reported a net loss of $161K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where School Services Employee Stock Ownership Plan sits by total assets

School Services Employee Stock Ownership Plan vs every filed plan by assets

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

$23,725,633 Top 27% higher than 73% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • School Services Employee Stock Ownership Plan reported net income fell from $809K in the plan year 2023 filing to -$161K in the plan year 2024 filing.
  • School Services Employee Stock Ownership Plan reported participants fell from 32 in the plan year 2023 filing to 31 in the plan year 2024 filing.
  • School Services Employee Stock Ownership Plan end-of-year assets fell from $24M in the plan year 2023 filing to $24M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
California
Industry
Professional & Technical Services

ESOP filing for School Services Employee Stock Ownership Plan

ESOP filing for plan year 2024: EIN 942447992 ; effective since 1995-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

Filing particulars (2024)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$23M
Net Income-$161K
Employer EIN942447992
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (School Services of California, Inc.)

$27M$28M$29M$30M$31M 202220232024 $27.4M $29.8M ▲ +8.9%
Total plan assets by year, all School Services of California, Inc. plans on file
Year Plans Participants Total Assets
2022 2 62 $27M
2023 2 64 $29M
2024 2 62 $30M

Nearby ESOP Plans in California

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

School Services Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants School Services Empl…, Total assets ($B): 0.023725633 · Participants: 31School Services Empl…Parsons Employee Sto…, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Sto…Acco Employee Stock …, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock …Rosendin Electric, I…, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, I…Ecc Employee Stock O…, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock O…Agron, Inc. Employee…, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee…
School Services Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare School Services Employee Stock Ownership… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to School Services Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did School Services Employee Stock Ownership Plan assets move in 2024? ▼
School Services Employee Stock Ownership Plan held essentially flat - down 0.8% during 2024, from $24M to $24M. Reported net income was -$161K.
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 Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Amusement Group Holdings, Inc. ESOP in WI ($24M, 62 participants).

Next read for School Services Employee Stock Ownership…

Filing takeaways

Ways to act on School Services Employee Stock Ownership Plan's numbers.

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 942447992.

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.