ESOP · DOL Form 5500 · 2024

States Logistics Services, Inc. ESOP

Data updated 2026-07-24

$26M
Total assets: 626
Participants: 75th
Percentile by assets: $42,007
Avg per participant

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.

75th percentile by assets (of 116,472 plans)

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.

$26M
total plan assets (2024 EOY): 626
covered participants: 75th
percentile by assets (of 116,472 plans): $42,007
avg assets per participant

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 →

State

California

Industry

Transportation & Warehousing

States Logistics Services, Inc. Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, States Logistics Services, Inc. Employee Stock Ownership Plan outranks 75% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$20M
Net Assets (End of Year)	$26M
Net Income	$6M
Employer EIN	330782803
Plan Effective Date	2003-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (States Logistics Services, Inc.)

Total plan assets by year, all States Logistics Services, Inc. plans on file

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

Parsons Employee Stock Ownership Plan $5.0B · 8,040
Rosendin Electric, Inc. Employee Stock Ownership Plan $1.5B · 1,998
Ecc Employee Stock Ownership Plan $632M · 317
Agron, Inc. Employee Stock Ownership Plan $596M · 68
Proponent Employee Stock Ownership Plan $543M · 439

Compare States Logistics Services, Inc. Employee… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to States Logistics Services, Inc. Employee Stock Ownership Plan by total assets, not by location.

Bognet Construction Associates Inc. Employee Stock Ownership Plan (VA) $26M · 51
Peoples Services, Inc. Employee Stock Ownership Plan (OH) $26M · 539
Xfmrs, Inc. Employees' Stock Ownership Plan (IN) $26M · 36
Lockheed Martin Corporation Basic Benefit Plan for Hourly Employees (MD) $26M · 7,492

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 116,472 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).

Next read for States Logistics Services, Inc. Employee…

Scale reading

Ways to act on States Logistics Services, Inc. Employee Stock Ownership Plan's numbers.

By total assets, States Logistics Services, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
States Logistics Services, Inc.'s sponsor-wide assets have grown 63.7% since 2022 across 3 plan years on file. More Transportation & Warehousing plans

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.