ESOP · DOL Form 5500 · 2024

Flewelling & Moody ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
19
Participants Small participant base
33rd
Percentile by assets National rank
$150,913
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Flewelling & Moody Employee Stock Ownership Plan · Sponsored by Flewelling & Moody · California · Professional & Technical Services

$3M in assets, 19 participants

Flewelling & Moody's Flewelling & Moody Employee Stock Ownership Plan reported $3M in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,039 in Professional & Technical Services (20,173 peers)

Flewelling & Moody multi-year trail

Flewelling & Moody's plans moved +46.2% in assets from 2022 to 2024; this filing shows Flewelling & Moody Employee Stock Ownership Plan at $3M / 19 participants.

#6,039
in Professional & Technical Services (20,173 peers)
+14.1%
assets growth YoY

Flewelling & Moody Employee Stock Ownership Plan among the smaller filed plans by assets

Flewelling & Moody Employee Stock Ownership Plan vs every filed plan by assets

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

$2,867,339 33rd percentile higher than 33% 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

Flewelling & Moody 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. Flewelling & Moody Employee Stock Ownership Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Flewelling & Moody Employee Stock Ownership Plan reported net income rose from -$3M in the plan year 2023 filing to $968K in the plan year 2024 filing.
  • Flewelling & Moody Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Flewelling & Moody Employee Stock Ownership Plan reported participants fell from 20 in the plan year 2023 filing to 19 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 952075737 · Flewelling & Moody PY 2024 · ESOP

Flewelling & Moody Employee Stock Ownership Plan · $3M · 19 · 33rd

  • EIN $3M
  • EIN 19
  • EIN 33rd
  • EIN ESOP
  • EIN near E.D. Swett, Inc. Employee Stock Ownership Plan
  • EIN ind #6039

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 →

Flewelling & Moody Employee Stock Ownership Plan in the asset neighbourhood

Flewelling & Moody Employee Stock Ownership PlanFlewelling & Moody Employee …$3ME.D. Swett, Inc. Employee Stock Ownership PlanE.D. Swett, Inc. Employee St…$3MMadison County Bank Employee Stock Ownership PlanMadison County Bank Employee…$3MThe Lester Group, Inc Employee Stock Ownership PlanThe Lester Group, Inc Employ…$3MTrideum Corporation Employee Stock Ownership PlanTrideum Corporation Employee…$3M
End-of-year total assets ($M) among Flewelling & Moody Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Flewelling & Moody multi-year asset trail

Sponsor-wide plan assets over time

All Flewelling & Moody plans reported in each filing year

Latest sponsor-wide plan assets
$10M 46.15219771822923% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $6.96M $10.2M ▲ +46.3%
Year Plans Participants Total Assets
2022 2 39 $7M
2023 2 43 $9M
2024 2 42 $10M

Flewelling & Moody filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$127K
Net Income$968K
Employer EIN952075737
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Flewelling & Moody Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Flewelling & Moody Employee Stock Ownership Plan, Total assets ($B): 0.002867339 · Participants: 19Flewelling & Moody 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
Flewelling & Moody Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Flewelling & Moody Employee Stock Ownership Plan side-by-side with 3 peers →

Flewelling & Moody Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is E.D. Swett, Inc. Employee Stock Ownership Plan in NH ($3M); by covered participants it is Equinox Information Systems, Inc. Employee Stock Ownership Plan in TN (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Flewelling & Moody Employee Stock Ownership Plan assets move in 2024? ▼
Flewelling & Moody Employee Stock Ownership Plan grew at a solid clip - up 14.1% during 2024, from $3M to $3M. Reported net income was $968K.
How have Flewelling & Moody plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Flewelling & Moody's sponsor-wide assets grew 46.2%, from $7M to $10M.
Which ESOP plans are similar in size to Flewelling & Moody Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is E.D. Swett, Inc. Employee Stock Ownership Plan in NH ($3M, 34 participants).
Which ESOP plans cover a similar participant headcount to Flewelling & Moody Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Equinox Information Systems, Inc. Employee Stock Ownership Plan in TN (19 participants, $2M 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 952075737.

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.