ESOP · DOL Form 5500 · 2024

Servingintel, Inc. ESOP

Data updated 2026-08-25

$173K
Total assets Small plan by assets
15
Participants Small participant base
9th
Percentile by assets National rank
$11,508
Avg per participant Low balance/head
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Official DOL plan name: Servingintel Inc. Employee Stock Ownership Plan · Sponsored by Servingintel, Inc. · Illinois · Retail Trade

$173K in assets, 15 participants

Servingintel, Inc.'s Servingintel Inc. Employee Stock Ownership Plan reported $173K in total assets and 15 participants in its 2024 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,230 in Retail Trade (8,048 peers)

Servingintel, Inc. multi-year trail

Servingintel, Inc.'s plans moved -47.3% in assets from 2022 to 2024; this filing shows Servingintel Inc. Employee Stock Ownership Plan at $173K / 15 participants.

#1,230
in Retail Trade (8,048 peers)
-28.5%
assets change YoY

The plan reported a net loss of $69K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Servingintel Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Servingintel Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$172,613 9th percentile higher than 9% 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

Servingintel 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. Servingintel Inc. Employee Stock Ownership Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Servingintel Inc. Employee Stock Ownership Plan end-of-year assets fell from $241K in the plan year 2023 filing to $173K in the plan year 2024 filing.
  • Servingintel Inc. Employee Stock Ownership Plan reported participants fell from 20 in the plan year 2023 filing to 15 in the plan year 2024 filing.
  • Servingintel Inc. Employee Stock Ownership Plan reported net income rose from -$86K in the plan year 2023 filing to -$69K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 027289950 · Servingintel, Inc. PY 2024 · ESOP

Servingintel Inc. Employee Stock Ownership Plan · $173K · 15 · 9th

  • RANK $173K
  • RANK 15
  • RANK 9th
  • RANK ESOP
  • RANK near River City Metal Products, Inc. ESOP
  • RANK ind #1230

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 Illinois →

Servingintel Inc. Employee Stock Ownership Plan in the asset neighbourhood

Servingintel Inc. Employee Stock Ownership PlanServingintel Inc. Employee S…$173KRiver City Metal Products, Inc. ESOPRiver City Metal Products, I…$172KKenco Construction, Inc. Employee Stock Ownership PlanKenco Construction, Inc. Emp…$172KMarine Gears Employee Stock Ownership PlanMarine Gears Employee Stock …$174KBranca Holdings, Inc. Employee Stock Ownership Plan and TrustBranca Holdings, Inc. Employ…$171K
End-of-year total assets ($M) among Servingintel Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Servingintel, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Servingintel, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$173K 47.25718284123652% vs 2022
2024 filing year
$0.15M$0.2M$0.25M$0.3M$0.35M 202220232024 $0.33M $0.17M ▼ -48.5%
Year Plans Participants Total Assets
2022 1 21 $327K
2023 1 20 $241K
2024 1 15 $173K

Servingintel, Inc. filing trail (2024)

Total Assets (Beginning of Year)$241K
Net Assets (End of Year)$173K
Net Income-$69K
Employer EIN027289950
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Illinois

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

Servingintel Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50000500010000 -101234 Total assets ($B) Participants Servingintel Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000172613 · Participants: 15Servingintel Inc. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.699095694 · Participants: 4909Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.165348047 · Participants: 4815Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.429776889 · Participants: 491Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 1.0622005 · Participants: 9258Bdo USA Employee Stock Ownership PlanShorr Paper Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.430213996 · Participants: 543Shorr Paper Products, Inc. Employee Stock Ownership Plan
Servingintel Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Servingintel Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Servingintel Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is River City Metal Products, Inc. ESOP in MI ($172K); by covered participants it is Battery-Biz Employee Stock Ownership Plan in CA (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Servingintel Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Servingintel Inc. Employee Stock Ownership Plan declined sharply - down 28.5% during 2024, from $241K to $173K. Reported net income was -$69K.
How have Servingintel, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Servingintel, Inc.'s sponsor-wide assets declined 47.3%, from $327K to $173K.
Where does Servingintel Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Servingintel Inc. Employee Stock Ownership Plan ranks in the 9th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Servingintel Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is River City Metal Products, Inc. ESOP in MI ($172K, 39 participants).
Which ESOP plans cover a similar participant headcount to Servingintel Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Battery-Biz Employee Stock Ownership Plan in CA (15 participants, N/A 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 027289950.

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.