ESOP · DOL Form 5500 · 2024

Unleashing Leaders, Inc ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
20
Participants Small participant base
40th
Percentile by assets National rank
$224,000
Avg per participant Above avg balance/head
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Official DOL plan name: Unleashing Leaders, Inc Employee Stock Ownership Plan · Sponsored by Unleashing Leaders, Inc · California · Professional & Technical Services

$4M in assets, 20 participants

Unleashing Leaders, Inc's Unleashing Leaders, Inc Employee Stock Ownership Plan reported $4M in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,555 in Professional & Technical Services (20,173 peers)

Unleashing Leaders, Inc multi-year trail

Unleashing Leaders, Inc's plans moved +72.4% in assets from 2022 to 2024; this filing shows Unleashing Leaders, Inc Employee Stock Ownership Plan at $4M / 20 participants.

#7,555
in Professional & Technical Services (20,173 peers)
+2.1%
assets growth YoY

Unleashing Leaders, Inc Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Unleashing Leaders, Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$4,480,000 40th percentile higher than 40% 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

Unleashing Leaders, 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. Unleashing Leaders, Inc Employee Stock Ownership Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Unleashing Leaders, Inc Employee Stock Ownership Plan reported net income rose from $5M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Unleashing Leaders, Inc Employee Stock Ownership Plan reported participants fell from 25 in the plan year 2023 filing to 20 in the plan year 2024 filing.
  • Unleashing Leaders, Inc Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 273718915 · Unleashing Leaders, Inc PY 2024 · ESOP

Unleashing Leaders, Inc Employee Stock Ownership Plan · $4M · 20 · 40th

  • ASSETS $4M
  • ASSETS 20
  • ASSETS 40th
  • ASSETS ESOP
  • ASSETS near Green River Employee Stock Ownership Plan
  • ASSETS ind #7555

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 →

Unleashing Leaders, Inc Employee Stock Ownership Plan in the asset neighbourhood

Superior Carpet Installers, Inc. Employee Stock Ownership PlanSuperior Carpet Installers, …$4MUnleashing Leaders, Inc Employee Stock Ownership PlanUnleashing Leaders, Inc Empl…$4MGreen River Employee Stock Ownership PlanGreen River Employee Stock O…$4MPhoenix Specialty Inc. Employee Stock Ownership PlanPhoenix Specialty Inc. Emplo…$4MFlint Holdings Employee Stock Ownership Plan & TrustFlint Holdings Employee Stoc…$4M
End-of-year total assets ($M) among Unleashing Leaders, Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Unleashing Leaders, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Unleashing Leaders, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$4M 72.39315953178325% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.6M $4.48M ▲ +72.3%
Year Plans Participants Total Assets
2022 1 61 $3M
2023 1 25 $4M
2024 1 20 $4M

Unleashing Leaders, Inc filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)-$2M
Net Income$9M
Employer EIN273718915
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Unleashing Leaders, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Unleashing Leaders, Inc Employee Stock Ownership Plan, Total assets ($B): 0.00448 · Participants: 20Unleashing Leaders, 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
Unleashing Leaders, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Unleashing Leaders, Inc Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Green River Employee Stock Ownership Plan in VT ($4M); by covered participants it is Standard Golf Company Employee Stock Ownership Plan in IA (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Unleashing Leaders, Inc Employee Stock Ownership Plan assets move in 2024? ▼
Unleashing Leaders, Inc Employee Stock Ownership Plan edged up modestly - up 2.1% during 2024, from $4M to $4M. Reported net income was $9M.
How have Unleashing Leaders, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unleashing Leaders, Inc's sponsor-wide assets grew 72.4%, from $3M to $4M.
Which ESOP plans are similar in size to Unleashing Leaders, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Green River Employee Stock Ownership Plan in VT ($4M, 40 participants).
Which ESOP plans cover a similar participant headcount to Unleashing Leaders, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Standard Golf Company Employee Stock Ownership Plan in IA (20 participants, $12M 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 273718915.

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.