ESOP · DOL Form 5500 · 2024

Pacific States Petroleum ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
151
Participants Small participant base
70th
Percentile by assets National rank
$128,874
Avg per participant Near avg balance/head
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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.

  • #3,977 in Wholesale Trade (6,080 peers)

Coverage in California

Pacific States Petroleum Employee Stock Ownership Plan covers 151 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $19M.

#3,977
in Wholesale Trade (6,080 peers)
+19.8%
assets growth YoY

Pacific States Petroleum Employee Stock Ownership Plan's outsized position by total assets

Pacific States Petroleum Employee Stock Ownership Plan vs every filed plan by assets

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

$19,460,000 Top 30% higher than 70% 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

Pacific States Petroleum 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. Pacific States Petroleum Employee Stock Ownership Plan sits mid-pack in the medium band (151 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

EBSA filing schedule strip

Filing strip 383646048 · Pacific States Petroleum PY 2024 · ESOP

Pacific States Petroleum Employee Stock Ownership Plan · $19M · 151 · 70th

  • EBSA $19M
  • PART 151
  • TYPE 70th
  • NET ESOP
  • BOOK near Beck Oil Company of Illinois Employee Stock Ownership Plan
  • VS-ST ind #3977

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 →

Pacific States Petroleum Employee Stock Ownership Plan in the asset neighbourhood

Mbi Direct Mail, Inc. Employee Stock Ownership Plan and TrustMbi Direct Mail, Inc. Employ…$19MPacific States Petroleum Employee Stock Ownership PlanPacific States Petroleum Emp…$19MBeck Oil Company of Illinois Employee Stock Ownership PlanBeck Oil Company of Illinois…$19MSynergy Enterprises, Inc. 401(k) Employee Stock Ownership PlanSynergy Enterprises, Inc. 40…$19MMoi, Inc. Employee Stock Ownership PlanMoi, Inc. Employee Stock Own…$19M
End-of-year total assets ($M) among Pacific States Petroleum Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)-$42M
Net Income$5M
Employer EIN383646048
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pacific States Petroleum)

Sponsor-wide plan assets over time

All Pacific States Petroleum plans reported in each filing year

Latest sponsor-wide plan assets
$32M 25.42840794110243% vs 2022
2024 filing year
$24M$26M$28M$30M$32M$34M 202220232024 $25.3M $31.8M ▲ +25.4%
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 Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Pacific States Petroleum Employee Stock Ownership Plan, Total assets ($B): 0.01946 · Participants: 151Pacific States Petroleum 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
Pacific States Petroleum Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Pacific States Petroleum Employee Stock Ownership Plan side-by-side with 3 peers →

Pacific States Petroleum Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Beck Oil Company of Illinois Employee Stock Ownership Plan in IL ($19M); by covered participants it is Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions in PA (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 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 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).
Which ESOP plans cover a similar participant headcount to Pacific States Petroleum Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions in PA (151 participants, $31M 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 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.