ESOP · DOL Form 5500 · 2024

Financial Statement Services, Inc. ESOP

Data updated 2026-08-25

$22M
Total assets Small plan by assets
210
Participants Below avg headcount
72nd
Percentile by assets National rank
$104,199
Avg per participant Below avg balance/head
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Official DOL plan name: Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Financial Statement Services, Inc. · California · Manufacturing

$22M in assets, 210 participants

Financial Statement Services, Inc.'s Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust reported $22M in total assets and 210 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.

  • #11,006 in Manufacturing (17,777 peers)

Coverage in California

Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust covers 210 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $22M.

#11,006
in Manufacturing (17,777 peers)
+20.3%
assets growth YoY

Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$21,881,756 Top 28% higher than 72% 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

Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust 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. Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (210 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $18M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 203 in the plan year 2023 filing to 210 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 330032400 · Financial Statement Services, Inc. PY 2024 · ESOP

Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust · $22M · 210 · 72nd

  • TYPE $22M
  • NET 210
  • BOOK 72nd
  • VS-ST ESOP
  • BOY near Colorado Cleanup Corporation Employee Stock Ownership Plan
  • SCH ind #11006

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 →

Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Loureiro Engineering Associates, Inc. Employee Stock Ownership PlanLoureiro Engineering Associa…$22MFinancial Statement Services, Inc. Employee Stock Ownership Plan and TrustFinancial Statement Services…$22MColorado Cleanup Corporation Employee Stock Ownership PlanColorado Cleanup Corporation…$22MPersonal Touch Home Care Employee Stock Ownership PlanPersonal Touch Home Care Emp…$22MDennis Beverage Company Employee Stock Ownership PlanDennis Beverage Company Empl…$22M
End-of-year total assets ($M) among Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$17M
Net Income$8M
Employer EIN330032400
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Financial Statement Services, Inc.)

Sponsor-wide plan assets over time

All Financial Statement Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 44.459944950652826% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27.6M $39.9M ▲ +44.5%
Year Plans Participants Total Assets
2022 2 413 $28M
2023 2 407 $34M
2024 2 420 $40M

Nearby ESOP Plans in California

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

Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.021881756 · Participants: 210Financial Statement Services, Inc. Employee Stock Ownership Plan and TrustParsons 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
Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants
Compare Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Colorado Cleanup Corporation Employee Stock Ownership Plan in CO ($22M); by covered participants it is Flinchbaugh Engineering, Inc. Employee Stock Ownership Plan in PA (210 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (210 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 Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust grew sharply - up 20.3% during 2024, from $18M to $22M. Reported net income was $8M.
How have Financial Statement Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Financial Statement Services, Inc.'s sponsor-wide assets grew 44.5%, from $28M to $40M.
Which ESOP plans are similar in size to Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Colorado Cleanup Corporation Employee Stock Ownership Plan in CO ($22M, 48 participants).
Which ESOP plans cover a similar participant headcount to Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Flinchbaugh Engineering, Inc. Employee Stock Ownership Plan in PA (210 participants, $13M 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 330032400.

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.