ESOP · DOL Form 5500 · 2024

Compensia, Inc. ESOP

Data updated 2026-08-25

$47M
Total assets Below avg plan size
71
Participants Small participant base
84th
Percentile by assets National rank
$666,293
Avg per participant High balance/head
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Official DOL plan name: Compensia, Inc. Employee Stock Ownership Plan · Sponsored by Compensia, Inc. · California · Professional & Technical Services

$47M in assets, 71 participants

Compensia, Inc.'s Compensia, Inc. Employee Stock Ownership Plan reported $47M in total assets and 71 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #16,991 in Professional & Technical Services (20,173 peers)

Where Compensia, Inc. Employee Stock Ownership Plan sits by assets

Compensia, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $47M for 71 participants (~$666,293/participant), up 13.8% in 2024.

#16,991
in Professional & Technical Services (20,173 peers)
+13.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Compensia, Inc. Employee Stock Ownership Plan's outsized position by total assets

Compensia, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$47,306,834 Top 16% higher than 84% 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

Compensia, Inc. 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. Compensia, Inc. Employee Stock Ownership Plan is a small filing (71 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Compensia, Inc. Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Compensia, Inc. Employee Stock Ownership Plan end-of-year assets rose from $42M in the plan year 2023 filing to $47M in the plan year 2024 filing.
  • Compensia, Inc. Employee Stock Ownership Plan reported participants rose from 68 in the plan year 2023 filing to 71 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 201304090 · Compensia, Inc. PY 2024 · ESOP

Compensia, Inc. Employee Stock Ownership Plan · $47M · 71 · 84th

  • EIN $47M
  • RANK 71
  • PHOTO 84th
  • IND ESOP
  • EOY near Isec, Incorporated Employee Stock Ownership Plan
  • 5500 ind #16991

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 →

Compensia, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Isec, Incorporated Employee Stock Ownership PlanIsec, Incorporated Employee …$47MCompensia, Inc. Employee Stock Ownership PlanCompensia, Inc. Employee Sto…$47MMerchants Financial Group, Inc. Employee Stock Ownership PlanMerchants Financial Group, I…$47MBank Forward Employee Stock Ownership PlanBank Forward Employee Stock …$47MNeighbors & Associates, Inc. Employee Stock Ownership PlanNeighbors & Associates, Inc.…$47M
End-of-year total assets ($M) among Compensia, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$42M
Net Income$6M
Employer EIN201304090
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Compensia, Inc.)

Sponsor-wide plan assets over time

All Compensia, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 19.968304540154502% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $39.4M $47.3M ▲ +20.0%
Year Plans Participants Total Assets
2022 1 56 $39M
2023 1 68 $42M
2024 1 71 $47M

Nearby ESOP Plans in California

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

Compensia, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Compensia, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.047306834 · Participants: 71Compensia, Inc. 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
Compensia, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Compensia, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Isec, Incorporated Employee Stock Ownership Plan in CO ($47M); by covered participants it is Easling Construction Company, Inc Employee Stock Ownership Plan in MI (71 participants). Same-state nearby plans are listed separately above.

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 Compensia, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Compensia, Inc. Employee Stock Ownership Plan grew at a solid clip - up 13.8% during 2024, from $42M to $47M. Reported net income was $6M.
How have Compensia, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Compensia, Inc.'s sponsor-wide assets grew 20.0%, from $39M to $47M.
Where does Compensia, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Compensia, Inc. Employee Stock Ownership Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Compensia, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Isec, Incorporated Employee Stock Ownership Plan in CO ($47M, 763 participants).
Which ESOP plans cover a similar participant headcount to Compensia, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Easling Construction Company, Inc Employee Stock Ownership Plan in MI (71 participants, $7M 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 201304090.

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.