ESOP · DOL Form 5500 · 2022
Richards Agency, Inc. ESOP
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 45
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $73,530
- Avg per participant Below avg balance/head
Official DOL plan name: Richards Agency, Inc. Employee Stock Ownership Plan · Sponsored by Richards Agency, Inc. · Wisconsin · Finance & Insurance
$3M in assets, 45 participants
Richards Agency, Inc.'s Richards Agency, Inc. Employee Stock Ownership Plan reported $3M in total assets and 45 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.
- #2,658 in Finance & Insurance (9,261 peers)
What the 2022 filing shows
Richards Agency, Inc. Employee Stock Ownership Plan holds $3M for 45 participants - about $73,530 per participant, in the lower half of filed plans by assets.
- #2,658
- in Finance & Insurance (9,261 peers)
- +3.4%
- assets growth YoY
Richards Agency, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers
Richards Agency, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,308,851 42nd percentile higher than 42% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Richards Agency, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Richards Agency, Inc. Employee Stock Ownership Plan is a small filing (45 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 391152424 · Richards Agency, Inc. PY 2022 · ESOP
Richards Agency, Inc. Employee Stock Ownership Plan · $3M · 45 · 42nd
- BOOK $3M
- BOOK 45
- BOOK 42nd
- BOOK ESOP
- BOOK near Citi, Inc. Employee Stock Ownership Plan
- BOOK ind #2658
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 Wisconsin →
Richards Agency, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $135K |
| Employer EIN | 391152424 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Richards Agency, Inc.)
Sponsor-wide plan assets over time
All Richards Agency, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 45 | $3M |
| 2023 | 1 | N/A | N/A |
Nearby ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Schreiber Foods, Inc. Employee Stock Ownership Plan $2.7B · 5,656
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $640M · 2,608
- Ki Employee Stock Ownership Plan $295M · 1,649
- Wausau Supply Company Employee Stock Ownership Plan $293M · 747
- Trachte Building Systems Employee Stock Ownership Plan $258M · 210
Richards Agency, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Wisconsin, the nearest ESOP by assets is Citi, Inc. Employee Stock Ownership Plan in NC ($3M); by covered participants it is First Fontanelle Employee Stock Ownership Plan in IA (45 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (45 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.