ESOP · DOL Form 5500 · 2024

Asset Research Services, Inc. ESOP

Data updated 2026-08-25

$9K
Total assets Small plan by assets
N/A
Participants Small participant base
1st
Percentile by assets National rank
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Official DOL plan name: Asset Research Services, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Asset Research Services, Inc. · Arizona · Professional & Technical Services

$9K in assets, N/A participants

Asset Research Services, Inc.'s Asset Research Services, Inc. Employee Stock Ownership Plan and Trust reported $9K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 1st 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.

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

Asset Research Services, Inc. multi-year trail

Asset Research Services, Inc.'s plans moved -96.9% in assets from 2022 to 2024; this filing shows Asset Research Services, Inc. Employee Stock Ownership Plan and Trust at $9K / N/A participants.

#271
in Professional & Technical Services (20,173 peers)
-22.6%
assets change YoY

The plan reported a net loss of $3K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Asset Research Services, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Asset Research Services, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$9,432 1st percentile higher than 1% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Asset Research Services, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 17 in the plan year 2023 filing to N/A in the plan year 2024 filing.
  • Asset Research Services, Inc. Employee Stock Ownership Plan and Trust reported net income rose from -$142K in the plan year 2023 filing to -$3K in the plan year 2024 filing.
  • Asset Research Services, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $12K in the plan year 2023 filing to $9K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 860597994 · Asset Research Services, Inc. PY 2024 · ESOP

Asset Research Services, Inc. Employee Stock Ownership Plan and Trust · $9K · N/A · 1st

  • EOY $9K
  • 5500 N/A
  • ASSETS 1st
  • PCT ESOP
  • EIN near Theracare of New York, Inc. Employee Stock Ownership Plan
  • RANK ind #271

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 Arizona →

Asset Research Services, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Asset Research Services, Inc. Employee Stock Ownership Plan and TrustAsset Research Services, Inc…$9KTheracare of New York, Inc. Employee Stock Ownership PlanTheracare of New York, Inc. …$9KMundie & Company Employee Stock Ownership Plan and TrustMundie & Company Employee St…$7KHafendorfer Machine, Inc. Employee Stock Ownership PlanHafendorfer Machine, Inc. Em…$7KDtech Administrative Services, Inc. Employee Stock Ownership PlanDtech Administrative Service…$7K
End-of-year total assets ($M) among Asset Research Services, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Asset Research Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Asset Research Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9K 96.90754098360655% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M 202220232024 $0.31M $0.01M ▼ -96.8%
Year Plans Participants Total Assets
2022 1 17 $305K
2023 1 17 $12K
2024 1 N/A $9K

Asset Research Services, Inc. filing trail (2024)

Total Assets (Beginning of Year)$12K
Net Assets (End of Year)$9K
Net Income-$3K
Employer EIN860597994
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Arizona

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

Asset Research Services, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Asset Research Services, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.000009432 · Participants: 0Asset Research Services, Inc. Employee Stock Ownership Plan and TrustThe Sundt Companies Employee Stock Ownership Plan, Total assets ($B): 1.454509943 · Participants: 3220The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($B): 0.561105831 · Participants: 21253U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.414837473 · Participants: 263Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanWilson Electric Services Corp. Employee Stock Ownership Plan, Total assets ($B): 0.26183793 · Participants: 757Wilson Electric Services Corp. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($B): 0.225590305 · Participants: 1089Pima Medical Institute Employee Stock Ownership Plan
Asset Research Services, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Asset Research Services, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Asset Research Services, Inc. Employee Stock Ownership Plan and Trust's closest out-of-state ESOP peers by assets

Outside Arizona, the nearest ESOP by end-of-year assets is Theracare of New York, Inc. Employee Stock Ownership Plan in NY at $9K (this filing: $9K).

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 Asset Research Services, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Asset Research Services, Inc. Employee Stock Ownership Plan and Trust declined sharply - down 22.6% during 2024, from $12K to $9K. Reported net income was -$3K.
How have Asset Research Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Asset Research Services, Inc.'s sponsor-wide assets declined 96.9%, from $305K to $9K.
Where does Asset Research Services, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Asset Research Services, Inc. Employee Stock Ownership Plan and Trust ranks in the 1st 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 Asset Research Services, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Theracare of New York, Inc. Employee Stock Ownership Plan in NY ($9K, 255 participants).

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 860597994.

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.