ESOP · DOL Form 5500 · 2024

Form Services, Inc. ESOP

Data updated 2026-08-11

$24M
Total assets
51
Participants
74th
Percentile by assets
$476,615
Avg per participant
PlainRetire home → About this data

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.

  • 74th percentile by assets (of 123,622 plans)
  • #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.

$24M
total plan assets (2024 EOY)
51
covered participants
74th
percentile by assets (of 123,622 plans)
$476,615
avg assets per participant

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.

Where Form Services, Inc. Employee Stock Ownership Plan and Trust sits 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 $2,010,000,000 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

  • 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 →

State
Maryland
Industry
Wholesale Trade

Form Services, Inc. across 3 plan years on file

Across the 3 plan years Form Services, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $27M to $24M, a decline of 10.3%, while reported participants moved from 94 to 51 (-45.7%). Peak year by sponsor assets: 2022 ($27M); trough: 2024 ($24M).

Form Services, Inc. multi-year asset trail

$24M$25M$26M$27M$28M 202220232024 $27.1M $24.3M ▼ -10.3%
Total plan assets by year, all Form Services, Inc. plans on file
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 ($B) Participants Form Services, Inc. …, Total assets ($B): 0.024307377 · Participants: 51Form Services, Inc. …Evapco, Inc. Employe…, Total assets ($B): 1.142811894 · Participants: 1803Evapco, Inc. Employe…Westat, Inc. Employe…, Total assets ($B): 0.418966511 · Participants: 3167Westat, Inc. Employe…Kci Technologies, In…, Total assets ($B): 0.392391805 · Participants: 1918Kci Technologies, In…Lockheed Martin Corp…, Total assets ($B): 0.283619058 · Participants: 7445Lockheed Martin Corp…Brown Capital Manage…, Total assets ($B): 0.211360737 · Participants: 35Brown Capital Manage…
Form Services, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Maryland, assets vs. participants
Compare Form Services, Inc. Employee Stock Owner… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Form Services, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.

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).

Next read for Form Services, Inc. Employee Stock Owner…

Multi-year trail

Ways to act on Form Services, Inc. Employee Stock Ownership Plan and Trust's numbers.

  • By total assets, Form Services, Inc. Employee Stock Ownership Plan and Trust ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Maryland. Compare plans
  • Form Services, Inc.'s sponsor-wide assets have declined 10.3% since 2022 across 3 plan years on file. More Wholesale Trade plans

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.