ESOP · DOL Form 5500 · 2024
Charter School Specialists ESOP
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 27
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $95,515
- Avg per participant Below avg balance/head
Official DOL plan name: Charter School Specialists, Inc. Employee Stock Ownership Plan · Sponsored by Charter School Specialists · · Professional & Technical Services
$3M in assets, 27 participants
Charter School Specialists's Charter School Specialists, Inc. Employee Stock Ownership Plan reported $3M in total assets and 27 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.
- #5,748 in Professional & Technical Services (20,173 peers)
2024 asset change
Charter School Specialists, Inc. Employee Stock Ownership Plan surged 578.7% in 2024 ($380K → $3M) for 27 participants.
- #5,748
- in Professional & Technical Services (20,173 peers)
- +578.7%
- assets growth 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.
Charter School Specialists, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Charter School Specialists, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,578,901 32nd percentile higher than 32% 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
Charter School Specialists, 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. Charter School Specialists, Inc. Employee Stock Ownership Plan is a small filing (27 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 342014197 · Charter School Specialists PY 2024 · ESOP
Charter School Specialists, Inc. Employee Stock Ownership Plan · $3M · 27 · 32nd
- PART $3M
- TYPE 27
- NET 32nd
- BOOK ESOP
- VS-ST near Kemp Bros. Construction, Inc. ESOP
- BOY ind #5748
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? →
Charter School Specialists, Inc. Employee Stock Ownership Plan in the asset neighbourhood
2024 asset-move particulars
| Total Assets (Beginning of Year) | $380K |
|---|---|
| Net Assets (End of Year) | -$1M |
| Net Income | -$2M |
| Employer EIN | 342014197 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Letner Roofing Company Employee Stock Ownership Plan $141M · 71
- Godshall's Quality Meats Employee Stock Ownership Plan $78M · 273
- Onin Holdings, Inc. Employee Stock Ownership Plan $42M · 422
- Papich Construction Company, Inc. Employee Stock Ownership Plan $34M · 85
- Hc Employee Stock Ownership Plan $26M · 430
Charter School Specialists, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside this state, the nearest ESOP by assets is Kemp Bros. Construction, Inc. ESOP in CA ($3M); by covered participants it is Site Supply Employee Stock Ownership Plan in OH (27 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (27 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.