ESOP · DOL Form 5500 · 2024

Form Services, Inc. ESOP

Data updated 2026-08-25

$24M
Total assets Small plan by assets
51
Participants Small participant base
74th
Percentile by assets National rank
$476,615
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Form Services, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Form Services, Inc. · Maryland · Wholesale Trade

$24M in assets, 51 participants

Form Services, Inc.'s Form Services, Inc. Employee Stock Ownership Plan and Trust reported $24M in total assets and 51 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #4,320 in Wholesale Trade (6,080 peers)

Form Services, Inc. multi-year trail

Form Services, Inc.'s plans moved -10.3% in assets from 2022 to 2024; this filing shows Form Services, Inc. Employee Stock Ownership Plan and Trust at $24M / 51 participants.

#4,320
in Wholesale Trade (6,080 peers)
-7.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Form Services, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Form 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

$24,307,377 Top 26% higher than 74% 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

Form Services, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Form Services, Inc. Employee Stock Ownership Plan and Trust is a small filing (51 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Form Services, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $2M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Form Services, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $26M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Form Services, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 49 in the plan year 2023 filing to 51 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 520797293 · Form Services, Inc. PY 2024 · ESOP

Form Services, Inc. Employee Stock Ownership Plan and Trust · $24M · 51 · 74th

  • NET $24M
  • NET 51
  • NET 74th
  • NET ESOP
  • NET near Finit Employee Stock Ownership Plan
  • NET ind #4320

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 Maryland →

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

Form Services, Inc. Employee Stock Ownership Plan and TrustForm Services, Inc. Employee…$24MFinit Employee Stock Ownership PlanFinit Employee Stock Ownersh…$24MThe Gordon Highlander Corporation Employee Stock Ownership PlanThe Gordon Highlander Corpor…$24MWph Employee Stock Ownership PlanWph Employee Stock Ownership…$24MMainely Tubs Employee Stock Ownership PlanMainely Tubs Employee Stock …$24M
End-of-year total assets ($M) among Form Services, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Form Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Form Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 10.31598155711651% vs 2022
2024 filing year
$24M$25M$26M$27M$28M 202220232024 $27.1M $24.3M ▼ -10.3%
Year Plans Participants Total Assets
2022 2 94 $27M
2023 1 49 $26M
2024 1 51 $24M

Form Services, Inc. filing trail (2024)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$17M
Net Income-$2M
Employer EIN520797293
Plan Effective Date1973-12-14
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Maryland

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

Form Services, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Form Services, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.024307377 · Participants: 51Form Services, Inc. Employee Stock Ownership Plan and TrustEvapco, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.142811894 · Participants: 1803Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.418966511 · Participants: 3167Westat, Inc. Employee Stock Ownership PlanKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.392391805 · Participants: 1918Kci Technologies, Inc. Employee Stock Ownership PlanLockheed Martin Corporation Capital Accumulation Plan, Total assets ($B): 0.283619058 · Participants: 7445Lockheed Martin Corporation Capital Accumulation PlanBrown Capital Management ESOP, Total assets ($B): 0.211360737 · Participants: 35Brown Capital Management ESOP
Form Services, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Maryland, assets vs. participants
Compare Form Services, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Maryland, the nearest ESOP by assets is Finit Employee Stock Ownership Plan in OH ($24M); by covered participants it is Campbell Company Employee Stock Ownership Plan & Trust in ID (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 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Form Services, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Form Services, Inc. Employee Stock Ownership Plan and Trust pulled back noticeably - down 7.4% during 2024, from $26M to $24M. Reported net income was -$2M.
How have Form Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Form Services, Inc.'s sponsor-wide assets declined 10.3%, from $27M to $24M.
Which ESOP plans are similar in size to Form Services, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Finit Employee Stock Ownership Plan in OH ($24M, 162 participants).
Which ESOP plans cover a similar participant headcount to Form Services, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Campbell Company Employee Stock Ownership Plan & Trust in ID (51 participants, $10M 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 520797293.

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.