ESOP · DOL Form 5500 · 2024

Collateral Services, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
15
Participants Small participant base
34th
Percentile by assets National rank
$195,692
Avg per participant Above avg balance/head
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Official DOL plan name: Collateral Services, Inc. Employee Stock Ownership Plan · Sponsored by Collateral Services, Inc. · Kansas · Information & Media

$3M in assets, 15 participants

Collateral Services, Inc.'s Collateral Services, Inc. Employee Stock Ownership Plan reported $3M in total assets and 15 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #529 in Information & Media (2,822 peers)

Collateral Services, Inc. multi-year trail

Collateral Services, Inc.'s plans moved +18.0% in assets from 2022 to 2024; this filing shows Collateral Services, Inc. Employee Stock Ownership Plan at $3M / 15 participants.

#529
in Information & Media (2,822 peers)
+3.7%
assets growth YoY

Collateral Services, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Information & Media and all filers

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

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

$2,935,386 34th percentile higher than 34% 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

Collateral Services, 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. Collateral Services, Inc. Employee Stock Ownership Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Collateral Services, Inc. Employee Stock Ownership Plan reported net income fell from $345K in the plan year 2023 filing to $103K in the plan year 2024 filing.
  • Collateral Services, Inc. Employee Stock Ownership Plan reported participants rose from 12 in the plan year 2023 filing to 15 in the plan year 2024 filing.
  • Collateral Services, Inc. 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.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 204894515 · Collateral Services, Inc. PY 2024 · ESOP

Collateral Services, Inc. Employee Stock Ownership Plan · $3M · 15 · 34th

  • EOY $3M
  • EOY 15
  • EOY 34th
  • EOY ESOP
  • EOY near Stailey Insurance Corporation Employee Stock Ownership Plan
  • EOY ind #529

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 Kansas →

Collateral Services, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Collateral Services, Inc. Employee Stock Ownership PlanCollateral Services, Inc. Em…$3MOaktree Employee Stock Ownership PlanOaktree Employee Stock Owner…$3MFmn ESOP$3MStailey Insurance Corporation Employee Stock Ownership PlanStailey Insurance Corporatio…$3MPuraqua Products Employee Stock Ownership PlanPuraqua Products Employee St…$3M
End-of-year total assets ($M) among Collateral Services, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Collateral Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Collateral Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 18.020934602886648% vs 2022
2024 filing year
$2.4M$2.6M$2.8M$3M 202220232024 $2.49M $2.94M ▲ +18.1%
Year Plans Participants Total Assets
2022 1 11 $2M
2023 1 12 $3M
2024 1 15 $3M

Collateral Services, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$103K
Employer EIN204894515
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Kansas

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

Collateral Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants Scatter plot of 6 data points. -500050010001500 -1000100200300400 Total assets ($M) Participants Collateral Services, Inc. Employee Stock Ownership Plan, Total assets ($M): 2.935386 · Participants: 15Collateral Services, Inc. Employee Stock Ownership PlanHarcros Chemicals, Inc. Employee Stock Ownership Plan, Total assets ($M): 302.929989 · Participants: 554Harcros Chemicals, Inc. Employee Stock Ownership PlanCerris, Inc. Employee Stock Ownership Plan, Total assets ($M): 261.880582 · Participants: 609Cerris, Inc. Employee Stock Ownership PlanIntegra Technologies Employee Stock Ownership Plan, Total assets ($M): 143.017096 · Participants: 585Integra Technologies Employee Stock Ownership PlanHenderson Companies Employee Stock Ownership Plan, Total assets ($M): 111.840084 · Participants: 1016Henderson Companies Employee Stock Ownership PlanBerkel & Company Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 105.766157 · Participants: 418Berkel & Company Contractors, Inc. Employee Stock Ownership Plan
Collateral Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants
Compare Collateral Services, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Kansas, the nearest ESOP by assets is Stailey Insurance Corporation Employee Stock Ownership Plan in CO ($3M); by covered participants it is Battery-Biz Employee Stock Ownership Plan in CA (15 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 (15 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 Collateral Services, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Collateral Services, Inc. Employee Stock Ownership Plan edged up modestly - up 3.7% during 2024, from $3M to $3M. Reported net income was $103K.
How have Collateral Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Collateral Services, Inc.'s sponsor-wide assets grew 18.0%, from $2M to $3M.
Which ESOP plans are similar in size to Collateral Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Stailey Insurance Corporation Employee Stock Ownership Plan in CO ($3M, 16 participants).
Which ESOP plans cover a similar participant headcount to Collateral Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Battery-Biz Employee Stock Ownership Plan in CA (15 participants, N/A 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 204894515.

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.