ESOP · DOL Form 5500 · 2024

School Services of California, Inc. ESOP

Data updated 2026-08-25

$24M
Total assets Small plan by assets
31
Participants Small participant base
73rd
Percentile by assets National rank
$765,343
Avg per participant High balance/head
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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.

  • #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.

#14,736
in Professional & Technical Services (20,173 peers)
-0.8%
assets change YoY

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.

School Services Employee Stock Ownership Plan's outsized position 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 $2,050,000,000 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

School Services 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. School Services Employee Stock Ownership Plan is a small filing (31 participants) on this national headcount ladder.

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 →

Form 5500 schedule snapshot

Filing strip 942447992 · School Services of California, Inc. PY 2024 · ESOP

School Services Employee Stock Ownership Plan · $24M · 31 · 73rd

  • 5500 $24M
  • ASSETS 31
  • PCT 73rd
  • EIN ESOP
  • RANK near Amusement Group Holdings, Inc. ESOP
  • PHOTO ind #14736

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 →

School Services Employee Stock Ownership Plan in the asset neighbourhood

School Services Employee Stock Ownership PlanSchool Services Employee Sto…$24MZealandia Holding Company, Inc. Employee Stock Ownership PlanZealandia Holding Company, I…$24MAmusement Group Holdings, Inc. ESOPAmusement Group Holdings, In…$24MArco/Murray Construction Company Employee Stock Ownership PlanArco/Murray Construction Com…$24MSeneca Medical Employee Stock Ownership Plan and TrustSeneca Medical Employee Stoc…$24M
End-of-year total assets ($M) among School Services Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All School Services of California, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 8.917837061423235% vs 2022
2024 filing year
$27M$28M$29M$30M$31M 202220232024 $27.4M $29.8M ▲ +8.9%
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 ($B) Participants School Services Employee Stock Ownership Plan, Total assets ($B): 0.023725633 · Participants: 31School Services 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
School Services Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare School Services Employee Stock Ownership Plan side-by-side with 3 peers →

School Services Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Amusement Group Holdings, Inc. ESOP in WI ($24M); by covered participants it is The American National Bank of Beaver Dam Employee Stock Ownership Plan in WI (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 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).
Which ESOP plans cover a similar participant headcount to School Services Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The American National Bank of Beaver Dam Employee Stock Ownership Plan in WI (31 participants, $6M 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 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.