ESOP · DOL Form 5500 · 2022

Raulli and Sons, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
103
Participants Small participant base
58th
Percentile by assets National rank
$69,174
Avg per participant Below avg balance/head
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Official DOL plan name: Raulli & Sons, Inc. Employee Stock Ownership Plan · Sponsored by Raulli and Sons, Inc. · New York · Manufacturing

$7M in assets, 103 participants

Raulli and Sons, Inc.'s Raulli & Sons, Inc. Employee Stock Ownership Plan reported $7M in total assets and 103 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #8,948 in Manufacturing (20,602 peers)

Coverage in New York

Raulli & Sons, Inc. Employee Stock Ownership Plan covers 103 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $7M.

#8,948
in Manufacturing (20,602 peers)
-26.9%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Raulli & Sons, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Raulli & Sons, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$7,124,894 Top 42% higher than 58% 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

Raulli & Sons, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Raulli & Sons, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (103 participants).

DOL schedule card

Filing strip 150616714 · Raulli and Sons, Inc. PY 2022 · ESOP

Raulli & Sons, Inc. Employee Stock Ownership Plan · $7M · 103 · 58th

  • NET $7M
  • NET 103
  • NET 58th
  • NET ESOP
  • NET near Lincoln Builders, Inc. Employee Stock Ownership Plan
  • NET ind #8948

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 New York →

Raulli & Sons, Inc. Employee Stock Ownership Plan in the asset neighbourhood

American Asphalt Company, Inc. Employee Stock Ownership PlanAmerican Asphalt Company, In…$7MLincoln Builders, Inc. Employee Stock Ownership PlanLincoln Builders, Inc. Emplo…$7MThe Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc.The Employee Stock Ownership…$7MRaulli & Sons, Inc. Employee Stock Ownership PlanRaulli & Sons, Inc. Employee…$7MBergen Plumbing, Inc. Employee Stock Ownership PlanBergen Plumbing, Inc. Employ…$7M
End-of-year total assets ($M) among Raulli & Sons, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$5M
Net Income-$2M
Employer EIN150616714
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Raulli and Sons, Inc.)

Sponsor-wide plan assets over time

All Raulli and Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 14.517315722104707% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $29.5M $33.8M ▲ +14.5%
Year Plans Participants Total Assets
2022 2 202 $30M
2023 2 201 $30M
2024 2 198 $34M

Nearby ESOP Plans in New York

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

Raulli & Sons, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Raulli & Sons, Inc. Employee Stock Ownership Plan, Total assets ($M): 7.124894 · Participants: 103Raulli & Sons, Inc. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 781.613108 · Participants: 3443Stewart's Shops Corp Employee Stock Ownership PlanLewis Tree Service Employee Stock Ownership Plan, Total assets ($M): 384.275596 · Participants: 3307Lewis Tree Service Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 293.053093 · Participants: 118H.C. Wainwright & Co. Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 207.331837 · Participants: 1611Greenman-Pedersen, Inc. Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 183.683651 · Participants: 3775Griffon Corporation Employee Stock Ownership Plan
Raulli & Sons, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Raulli & Sons, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Raulli & Sons, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Lincoln Builders, Inc. Employee Stock Ownership Plan in LA ($7M); by covered participants it is Thomas & Skinner, Inc. Employee Stock Ownership Plan in IN (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Raulli & Sons, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Raulli & Sons, Inc. Employee Stock Ownership Plan declined sharply - down 26.9% during 2022, from $10M to $7M. Reported net income was -$2M.
How have Raulli and Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Raulli and Sons, Inc.'s sponsor-wide assets grew 14.5%, from $30M to $34M.
Which ESOP plans are similar in size to Raulli & Sons, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lincoln Builders, Inc. Employee Stock Ownership Plan in LA ($7M, 79 participants).
Which ESOP plans cover a similar participant headcount to Raulli & Sons, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Thomas & Skinner, Inc. Employee Stock Ownership Plan in IN (103 participants, $11M 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 150616714.

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.