ESOP · DOL Form 5500 · 2024
Private Client Services, LLC ESOP
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 43
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $185,777
- Avg per participant Above avg balance/head
Official DOL plan name: Private Client Services Employee Stock Ownership Plan and Trust Agreement · Sponsored by Private Client Services, LLC · Kentucky · Finance & Insurance
$8M in assets, 43 participants
Private Client Services, LLC's Private Client Services Employee Stock Ownership Plan and Trust Agreement reported $8M in total assets and 43 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.
- #3,026 in Finance & Insurance (8,549 peers)
Private Client Services, LLC multi-year trail
Private Client Services, LLC's plans moved +87.3% in assets from 2022 to 2024; this filing shows Private Client Services Employee Stock Ownership Plan and Trust Agreement at $8M / 43 participants.
- #3,026
- in Finance & Insurance (8,549 peers)
- +73.7%
- assets growth YoY
Private Client Services Employee Stock Ownership Plan and Trust Agreement's mid-pack asset rank among Finance & Insurance and all filers
Private Client Services Employee Stock Ownership Plan and Trust Agreement vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,988,390 Top 49% higher than 51% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Private Client Services Employee Stock Ownership Plan and Trust Agreement among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Private Client Services Employee Stock Ownership Plan and Trust Agreement is a small filing (43 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Private Client Services Employee Stock Ownership Plan and Trust Agreement reported net income rose from $1M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Private Client Services Employee Stock Ownership Plan and Trust Agreement end-of-year assets rose from $5M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Private Client Services Employee Stock Ownership Plan and Trust Agreement reported participants rose from 42 in the plan year 2023 filing to 43 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 611383537 · Private Client Services, LLC PY 2024 · ESOP
Private Client Services Employee Stock Ownership Plan and Trust Agreement · $8M · 43 · 51st
- NET $8M
- BOOK 43
- VS-ST 51st
- BOY ESOP
- SCH near Johnson and Turner Painting Company, Inc. ESOP
- EBSA ind #3026
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 Kentucky →
Private Client Services Employee Stock Ownership Plan and Trust Agreement in the asset neighbourhood
Private Client Services, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Private Client Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 87.26746550735918% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 34 | $4M |
| 2023 | 1 | 42 | $5M |
| 2024 | 1 | 43 | $8M |
Private Client Services, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $5M |
| Employer EIN | 611383537 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Kentucky
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Houchens Industries, Inc. Employee Stock Ownership Plan $2.6B · 7,785
- Gray, Inc. Employee Stock Ownership Plan $177M · 1,534
- Stock Yards Bank & Trust Company 401(k) and Employee Stock Ownership Plan $167M · 1,107
- Interstate Personnel Services, Inc. Employee Stock Ownership Plan $123M · 834
- H & R Agri-Power Employee Stock Ownership Plan $111M · 522
Private Client Services Employee Stock Ownership Plan and Trust Agreement's out-of-state ESOP peers by assets and headcount
Outside Kentucky, the nearest ESOP by assets is Johnson and Turner Painting Company, Inc. ESOP in CA ($8M); by covered participants it is Zsi Employee Stock Ownership Plan in WI (43 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (43 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.