ESOP · DOL Form 5500 · 2024
Waterfront Services Company ESOP
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 88
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $249,607
- Avg per participant Above avg balance/head
Official DOL plan name: Waterfront Services Company Employee Stock Ownership Plan and Trust · Sponsored by Waterfront Services Company · Illinois · Transportation & Warehousing
$22M in assets, 88 participants
Waterfront Services Company's Waterfront Services Company Employee Stock Ownership Plan and Trust reported $22M in total assets and 88 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #2,379 in Transportation & Warehousing (3,299 peers)
Waterfront Services Company multi-year trail
Waterfront Services Company's plans moved +14.4% in assets from 2022 to 2024; this filing shows Waterfront Services Company Employee Stock Ownership Plan and Trust at $22M / 88 participants.
- #2,379
- in Transportation & Warehousing (3,299 peers)
- +12.9%
- assets growth YoY
Waterfront Services Company Employee Stock Ownership Plan and Trust's outsized position by total assets
Waterfront Services Company Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,965,372 Top 28% higher than 72% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Waterfront Services Company Employee Stock Ownership Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Waterfront Services Company Employee Stock Ownership Plan and Trust is a small filing (88 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Waterfront Services Company Employee Stock Ownership Plan and Trust reported net income rose from $244K in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Waterfront Services Company Employee Stock Ownership Plan and Trust end-of-year assets rose from $19M in the plan year 2023 filing to $22M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 370902570 · Waterfront Services Company PY 2024 · ESOP
Waterfront Services Company Employee Stock Ownership Plan and Trust · $22M · 88 · 72nd
- PHOTO $22M
- PHOTO 88
- PHOTO 72nd
- PHOTO ESOP
- PHOTO near Das Employee Stock Ownership Plan
- PHOTO ind #2379
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 →
Waterfront Services Company Employee Stock Ownership Plan and Trust in the asset neighbourhood
Waterfront Services Company multi-year asset trail
Sponsor-wide plan assets over time
All Waterfront Services Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 14.368299362557874% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 76 | $19M |
| 2023 | 1 | 88 | $19M |
| 2024 | 1 | 88 | $22M |
Waterfront Services Company filing trail (2024)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $3M |
| Employer EIN | 370902570 |
| Plan Effective Date | 1990-06-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Amsted Industries Incorporated Employees' Stock Ownership Plan $3.7B · 4,909
- Kehe Distributors, Inc. Employee Stock Ownership Plan $2.2B · 4,815
- Scot Forge Company Employee Stock Ownership Plan $1.4B · 491
- Bdo USA Employee Stock Ownership Plan $1.1B · 9,258
- Shorr Paper Products, Inc. Employee Stock Ownership Plan $430M · 543
Waterfront Services Company Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Illinois, the nearest ESOP by assets is Das Employee Stock Ownership Plan in MO ($22M); by covered participants it is Lake Elmo Bank Employee Stock Ownership Plan in MN (88 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
Similar participant headcount
Nearest other-state filings by covered participants (88 participants); asset peers above are excluded.
- Lake Elmo Bank Employee Stock Ownership Plan (MN) 88 · 0 off
- Riverwood Bank Employee Stock Ownership Plan (MN) 88 · 0 off
- Jkj Employee Stock Ownership Plan (PA) 88 · 0 off
- Kemp Bros. Construction, Inc. ESOP (CA) 88 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.