ESOP · DOL Form 5500 · 2024

Pacific States Petroleum ESOP

Data updated 2026-07-24

$19M
Total assets: 151
Participants: 70th
Percentile by assets: $128,874
Avg per participant

Official DOL plan name: Pacific States Petroleum Employee Stock Ownership Plan · Sponsored by Pacific States Petroleum · California · Wholesale Trade

$19M in assets, 151 participants

Pacific States Petroleum's Pacific States Petroleum Employee Stock Ownership Plan reported $19M in total assets and 151 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

70th percentile by assets (of 116,472 plans)

Coverage in California

Pacific States Petroleum Employee Stock Ownership Plan covers 151 participants in California, about 24% of the average California filer (state average ~637 per filing). Assets: $19M.

$19M
total plan assets (2024 EOY): 151
covered participants: 70th
percentile by assets (of 116,472 plans): $128,874
avg assets per participant

Pacific States Petroleum Employee Stock Ownership Plan reported net income rose from -$388K in the plan year 2023 filing to $5M in the plan year 2024 filing.
Pacific States Petroleum Employee Stock Ownership Plan end-of-year assets rose from $16M in the plan year 2023 filing to $19M in the plan year 2024 filing.
Pacific States Petroleum Employee Stock Ownership Plan reported participants rose from 145 in the plan year 2023 filing to 151 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

California

Industry

Wholesale Trade

Participants vs California filers

In California, the average filing covers about 637 participants across 14,392 plans. Pacific States Petroleum Employee Stock Ownership Plan reports 151 participants - about 24% of that state average ($19M EOY assets).

California filing particulars

Total Assets (Beginning of Year)	$16M
Net Assets (End of Year)	-$42M
Net Income	$5M
Employer EIN	383646048
Plan Effective Date	2020-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Pacific States Petroleum)

Total plan assets by year, all Pacific States Petroleum plans on file

Year	Plans	Participants	Total Assets
2022	2	266	$25M
2023	2	319	$26M
2024	2	347	$32M

Nearby ESOP Plans in California

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

Pacific States Petroleum 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 Pacific States Petroleum Employee Stock … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Pacific States Petroleum Employee Stock Ownership Plan by total assets, not by location.

Beck Oil Company of Illinois Employee Stock Ownership Plan (IL) $19M · 168
Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust (FL) $19M · 44
Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan (TX) $19M · 72
Moi, Inc. Employee Stock Ownership Plan (MD) $19M · 289

Frequently Asked Questions

How did Pacific States Petroleum Employee Stock Ownership Plan assets move in 2024? ▼

Pacific States Petroleum Employee Stock Ownership Plan grew sharply - up 19.8% during 2024, from $16M to $19M. Reported net income was $5M.

How have Pacific States Petroleum plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Pacific States Petroleum's sponsor-wide assets grew 25.4%, from $25M to $32M.

Which ESOP plans are similar in size to Pacific States Petroleum Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Beck Oil Company of Illinois Employee Stock Ownership Plan in IL ($19M, 168 participants).

Next read for Pacific States Petroleum Employee Stock …

Filing takeaways

Ways to act on Pacific States Petroleum Employee Stock Ownership Plan's numbers.

By total assets, Pacific States Petroleum Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
Pacific States Petroleum's sponsor-wide assets have grown 25.4% since 2022 across 3 plan years on file. More Wholesale Trade 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 383646048.

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.