ESOP · DOL Form 5500 · 2023

Atlapac Trading Company, Inc. ESOP

Data updated 2026-08-25

$268K
Total assets Small plan by assets: 20
Participants Small participant base: 13th
Percentile by assets National rank: $13,387
Avg per participant Low balance/head

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Official DOL plan name: Atlapac Trading Company, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Atlapac Trading Company, Inc. · California · Wholesale Trade

$268K in assets, 20 participants

Atlapac Trading Company, Inc.'s Atlapac Trading Company, Inc. Employee Stock Ownership Plan and Trust reported $268K in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 13th 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.

#376 in Wholesale Trade (6,309 peers)

What the 2023 filing shows

Atlapac Trading Company, Inc. Employee Stock Ownership Plan and Trust holds $268K for 20 participants - about $13,387 per participant, among the smaller plans by assets on file.

#376
in Wholesale Trade (6,309 peers): -6.7%
assets change YoY

The plan reported a net loss of $19K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Atlapac Trading Company, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Atlapac Trading Company, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$267,732 13th percentile higher than 13% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Atlapac Trading Company, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Atlapac Trading Company, Inc. Employee Stock Ownership Plan and Trust is a small filing (20 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Atlapac Trading Company, Inc. Employee Stock Ownership Plan and Trust reported net income fell from -$79 in the plan year 2022 filing to -$19K in the plan year 2023 filing.
Atlapac Trading Company, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $287K in the plan year 2022 filing to $268K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 953747971 · Atlapac Trading Company, Inc. PY 2023 · ESOP

Atlapac Trading Company, Inc. Employee Stock Ownership Plan and Trust · $268K · 20 · 13th

TYPE $268K
NET 20
BOOK 13th
VS-ST ESOP
BOY near Eklind Tool Employee Stock Ownership Plan
SCH ind #376

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 →

End-of-year total assets ($M) among Atlapac Trading Company, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$287K
Net Assets (End of Year)	$268K
Net Income	-$19K
Employer EIN	953747971
Plan Effective Date	1997-11-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Atlapac Trading Company, Inc.)

Latest sponsor-wide plan assets: $287K 0.027521433622830944% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	20	$287K
2023	1	20	$268K
2024	1	21	$287K

Nearby ESOP Plans in California

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

Atlapac Trading Company, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants

Parsons Employee Stock Ownership Plan $3.8B · 7,871
Acco Employee Stock Ownership Plan $1.4B · 1,397
Rosendin Electric, Inc. Employee Stock Ownership Plan $1.1B · 1,700
Agron, Inc. Employee Stock Ownership Plan $533M · 72
Recology Employee Stock Ownership Plan $497M · 3,656

Compare Atlapac Trading Company, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Atlapac Trading Company, 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 Eklind Tool Employee Stock Ownership Plan in IL ($269K); by covered participants it is Shawver Well Company Employee Stock Ownership Plan in IA (20 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($268K here).

Eklind Tool Employee Stock Ownership Plan (IL) $269K · 35
Herregan Distributors, Inc. Employee Stock Ownership Plan (MN) $270K · 151
Jacobson Consulting Applications Employee Stock Ownership Plan (NY) $272K · 21
Ljt & Associates, Inc. Profit Sharing Plan (CO) $274K · 212

Similar participant headcount

Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.

Shawver Well Company Employee Stock Ownership Plan (IA) 20 · 0 off
The Financial Consulate Employee Stock Ownership Plan (MD) 20 · 0 off
Eclipse Engineering, Inc. Employee Stock Ownership Plan (CO) 20 · 0 off
Nerac Employee Stock Ownership Plan (CT) 20 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Atlapac Trading Company, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼

Atlapac Trading Company, Inc. Employee Stock Ownership Plan and Trust pulled back noticeably - down 6.7% during 2023, from $287K to $268K. Reported net income was -$19K.

How have Atlapac Trading Company, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Atlapac Trading Company, Inc.'s sponsor-wide assets grew 0.0%, from $287K to $287K.

Where does Atlapac Trading Company, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼

Atlapac Trading Company, Inc. Employee Stock Ownership Plan and Trust ranks in the 13th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which ESOP plans are similar in size to Atlapac Trading Company, Inc. Employee Stock Ownership Plan and Trust? ▼

Among ESOP plans in other states, the closest by assets is Eklind Tool Employee Stock Ownership Plan in IL ($269K, 35 participants).

Which ESOP plans cover a similar participant headcount to Atlapac Trading Company, Inc. Employee Stock Ownership Plan and Trust? ▼

Among ESOP plans in other states, the closest by covered participants is Shawver Well Company Employee Stock Ownership Plan in IA (20 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 953747971.