ESOP · DOL Form 5500 · 2023

Charles M. Salter Associates, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
51
Participants Small participant base
29th
Percentile by assets National rank
$35,833
Avg per participant Low balance/head
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Official DOL plan name: Charles M. Salter Associates, Inc. Employee Stock Ownership Plan · Sponsored by Charles M. Salter Associates, Inc. · California · Professional & Technical Services

$2M in assets, 51 participants

Charles M. Salter Associates, Inc.'s Charles M. Salter Associates, Inc. Employee Stock Ownership Plan reported $2M in total assets and 51 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,110 in Professional & Technical Services (20,321 peers)

Charles M. Salter Associates, Inc. multi-year trail

Charles M. Salter Associates, Inc.'s plans moved -13.9% in assets from 2022 to 2024; this filing shows Charles M. Salter Associates, Inc. Employee Stock Ownership Plan at $2M / 51 participants.

#5,110
in Professional & Technical Services (20,321 peers)
-23.0%
assets change YoY

The plan reported a net loss of $515K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Charles M. Salter Associates, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Charles M. Salter Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,827,482 29th percentile higher than 29% 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

Charles M. Salter Associates, 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. Charles M. Salter Associates, Inc. Employee Stock Ownership Plan is a small filing (51 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Charles M. Salter Associates, Inc. Employee Stock Ownership Plan reported net income fell from $301K in the plan year 2022 filing to -$515K in the plan year 2023 filing.
  • Charles M. Salter Associates, Inc. Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Charles M. Salter Associates, Inc. Employee Stock Ownership Plan reported participants rose from 46 in the plan year 2022 filing to 51 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 942461528 · Charles M. Salter Associates, Inc. PY 2023 · ESOP

Charles M. Salter Associates, Inc. Employee Stock Ownership Plan · $2M · 51 · 29th

  • BOOK $2M
  • VS-ST 51
  • BOY 29th
  • SCH ESOP
  • EBSA near Kilkeary's Auto Body, Inc. Employee Stock Ownership Plan
  • PART ind #5110

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 →

Charles M. Salter Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Charles M. Salter Associates, Inc. Employee Stock Ownership PlanCharles M. Salter Associates…$2MKilkeary's Auto Body, Inc. Employee Stock Ownership PlanKilkeary's Auto Body, Inc. E…$2MFerrer Mechanical Services Employee Stock Ownership PlanFerrer Mechanical Services E…$2MLincoln Contractors Supply, Inc. Employee Stock Ownership PlanLincoln Contractors Supply, …$2MProject Management Solutions, Inc. Employee Stock Ownership PlanProject Management Solutions…$2M
End-of-year total assets ($M) among Charles M. Salter Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Charles M. Salter Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Charles M. Salter Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 13.863553555343389% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M$2.6M 202220232024 $2.37M $2.04M ▼ -13.9%
Year Plans Participants Total Assets
2022 1 46 $2M
2023 1 51 $2M
2024 1 50 $2M

Charles M. Salter Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$515K
Employer EIN942461528
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Charles M. Salter Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Charles M. Salter Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.001827482 · Participants: 51Charles M. Salter Associates, 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
Charles M. Salter Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Charles M. Salter Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Charles M. Salter Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Kilkeary's Auto Body, Inc. Employee Stock Ownership Plan in PA ($2M); by covered participants it is Osb Community Bank Employee Stock Ownership Plan in IL (51 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51 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 Charles M. Salter Associates, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Charles M. Salter Associates, Inc. Employee Stock Ownership Plan declined sharply - down 23.0% during 2023, from $2M to $2M. Reported net income was -$515K.
How have Charles M. Salter Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charles M. Salter Associates, Inc.'s sponsor-wide assets declined 13.9%, from $2M to $2M.
Which ESOP plans are similar in size to Charles M. Salter Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Kilkeary's Auto Body, Inc. Employee Stock Ownership Plan in PA ($2M, 23 participants).
Which ESOP plans cover a similar participant headcount to Charles M. Salter Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Osb Community Bank Employee Stock Ownership Plan in IL (51 participants, $3M 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 942461528.

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.