ESOP · DOL Form 5500 · 2022

Ritchie Industries, Inc. ESOP

Data updated 2026-08-25

$25M
Total assets Small plan by assets
19
Participants Small participant base
80th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Ritchie Industries, Inc. Employee Stock Ownership Plan · Sponsored by Ritchie Industries, Inc. · Iowa · Manufacturing

$25M in assets, 19 participants

Ritchie Industries, Inc.'s Ritchie Industries, Inc. Employee Stock Ownership Plan reported $25M in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #14,868 in Manufacturing (20,602 peers)

Where Ritchie Industries, Inc. Employee Stock Ownership Plan sits by assets

Ritchie Industries, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $25M for 19 participants (~$1.3M/participant), up 0.9% in 2022.

#14,868
in Manufacturing (20,602 peers)
+0.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Ritchie Industries, Inc. Employee Stock Ownership Plan's outsized position by total assets

Ritchie Industries, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$24,745,960 Top 20% higher than 80% of 139,123 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 2022

Ritchie Industries, 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. Ritchie Industries, Inc. Employee Stock Ownership Plan is a small filing (19 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 421147837 · Ritchie Industries, Inc. PY 2022 · ESOP

Ritchie Industries, Inc. Employee Stock Ownership Plan · $25M · 19 · 80th

  • PART $25M
  • PART 19
  • PART 80th
  • PART ESOP
  • PART near Zimmerman Associates, Inc. Employee Stock Ownership Plan
  • PART ind #14868

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 Iowa →

Ritchie Industries, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Zimmerman Associates, Inc. Employee Stock Ownership PlanZimmerman Associates, Inc. E…$25MRitchie Industries, Inc. Employee Stock Ownership PlanRitchie Industries, Inc. Emp…$25MBaker Engineering and Risk Consultants, Inc. Employee Stock Ownership PlanBaker Engineering and Risk C…$25MSolution Design Group, Inc. Employee Stock Ownership Plan and TrustSolution Design Group, Inc. …$25MActive International Employee Stock Ownership PlanActive International Employe…$25M
End-of-year total assets ($M) among Ritchie Industries, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$12M
Net Income$622K
Employer EIN421147837
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ritchie Industries, Inc.)

Sponsor-wide plan assets over time

All Ritchie Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 64.73456273266423% vs 2022
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $24.8M $8.73M ▼ -64.7%
Year Plans Participants Total Assets
2022 1 19 $25M
2023 1 19 $32M
2024 1 21 $9M

Nearby ESOP Plans in Iowa

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

Ritchie Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -2000200400600800 Total assets ($M) Participants Ritchie Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 24.74596 · Participants: 19Ritchie Industries, Inc. Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 685.782673 · Participants: 781Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 437.278096 · Participants: 774Van Meter Industrial, Inc. Employee Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 402.726302 · Participants: 645Precision, Inc. Employee Stock Ownership Plan and TrustIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 382.93662 · Participants: 643Ita Group Holdings, Inc. Employees' Stock Ownership PlanAnnett Holdings, Inc. Employee Stock Ownership Plan & Trust, Total assets ($M): 362.257753 · Participants: 2582Annett Holdings, Inc. Employee Stock Ownership Plan & Trust
Ritchie Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Ritchie Industries, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest ESOP by assets is Zimmerman Associates, Inc. Employee Stock Ownership Plan in VA ($25M); by covered participants it is N-Link Corporation Employee Stock Ownership Plan in OR (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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.

Frequently Asked Questions

How did Ritchie Industries, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Ritchie Industries, Inc. Employee Stock Ownership Plan held essentially flat - up 0.9% during 2022, from $25M to $25M. Reported net income was $622K.
How have Ritchie Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ritchie Industries, Inc.'s sponsor-wide assets declined 64.7%, from $25M to $9M.
Where does Ritchie Industries, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ritchie Industries, Inc. Employee Stock Ownership Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Ritchie Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Zimmerman Associates, Inc. Employee Stock Ownership Plan in VA ($25M, 529 participants).
Which ESOP plans cover a similar participant headcount to Ritchie Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is N-Link Corporation Employee Stock Ownership Plan in OR (19 participants, $730K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 421147837.

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.