ESOP · DOL Form 5500 · 2024

States Logistics Services, Inc. ESOP

Data updated 2026-08-25

$26M
Total assets Below avg plan size
626
Participants Below avg headcount
75th
Percentile by assets National rank
$42,007
Avg per participant Low balance/head
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Official DOL plan name: States Logistics Services, Inc. Employee Stock Ownership Plan · Sponsored by States Logistics Services, Inc. · California · Transportation & Warehousing

$26M in assets, 626 participants

States Logistics Services, Inc.'s States Logistics Services, Inc. Employee Stock Ownership Plan reported $26M in total assets and 626 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #2,468 in Transportation & Warehousing (3,299 peers)

Where States Logistics Services, Inc. Employee Stock Ownership Plan sits by assets

States Logistics Services, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $26M for 626 participants (~$42,007/participant), up 29.8% in 2024.

#2,468
in Transportation & Warehousing (3,299 peers)
+29.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

States Logistics Services, Inc. Employee Stock Ownership Plan's outsized position by total assets

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

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

$26,296,678 Top 25% higher than 75% 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

States Logistics Services, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. States Logistics Services, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (626 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • States Logistics Services, Inc. Employee Stock Ownership Plan end-of-year assets rose from $20M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • States Logistics Services, Inc. Employee Stock Ownership Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • States Logistics Services, Inc. Employee Stock Ownership Plan reported participants rose from 540 in the plan year 2023 filing to 626 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 330782803 · States Logistics Services, Inc. PY 2024 · ESOP

States Logistics Services, Inc. Employee Stock Ownership Plan · $26M · 626 · 75th

  • SCH $26M
  • EBSA 626
  • PART 75th
  • TYPE ESOP
  • NET near Bognet Construction Associates Inc. Employee Stock Ownership Plan
  • BOOK ind #2468

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 →

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

Peoples Services, Inc. Employee Stock Ownership PlanPeoples Services, Inc. Emplo…$26MXfmrs, Inc. Employees' Stock Ownership PlanXfmrs, Inc. Employees' Stock…$26MBognet Construction Associates Inc. Employee Stock Ownership PlanBognet Construction Associat…$26MStates Logistics Services, Inc. Employee Stock Ownership PlanStates Logistics Services, I…$26MLockheed Martin Corporation Basic Benefit Plan for Hourly EmployeesLockheed Martin Corporation …$26M
End-of-year total assets ($M) among States Logistics Services, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$26M
Net Income$6M
Employer EIN330782803
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (States Logistics Services, Inc.)

Sponsor-wide plan assets over time

All States Logistics Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$44M 63.729344772969434% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $26.8M $43.8M ▲ +63.7%
Year Plans Participants Total Assets
2022 2 1,059 $27M
2023 2 1,167 $34M
2024 2 1,372 $44M

Nearby ESOP Plans in California

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

States Logistics Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants States Logistics Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.026296678 · Participants: 626States Logistics Services, 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
States Logistics Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare States Logistics Services, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Bognet Construction Associates Inc. Employee Stock Ownership Plan in VA ($26M); by covered participants it is Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan in IN (622 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (626 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 States Logistics Services, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
States Logistics Services, Inc. Employee Stock Ownership Plan grew sharply - up 29.8% during 2024, from $20M to $26M. Reported net income was $6M.
How have States Logistics Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), States Logistics Services, Inc.'s sponsor-wide assets grew 63.7%, from $27M to $44M.
Where does States Logistics Services, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
States Logistics Services, Inc. Employee Stock Ownership Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to States Logistics Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bognet Construction Associates Inc. Employee Stock Ownership Plan in VA ($26M, 51 participants).
Which ESOP plans cover a similar participant headcount to States Logistics Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan in IN (622 participants, $170M 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 330782803.

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.