ESOP · DOL Form 5500 · 2022

Richard, Wayne & Roberts, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
40
Participants Small participant base
48th
Percentile by assets National rank
$112,500
Avg per participant Below avg balance/head
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Official DOL plan name: Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan · Sponsored by Richard, Wayne & Roberts, Inc. · Texas · Administrative & Support Services

$5M in assets, 40 participants

Richard, Wayne & Roberts, Inc.'s Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan reported $5M in total assets and 40 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,487 in Administrative & Support Services (4,927 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan ranks #3,487 of 4,927 2022 filers by assets (641% of the sector average)-$5M for 40 participants.

#3,487
in Administrative & Support Services (4,927 peers)
+16.9%
assets growth YoY

Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Administrative & Support Services and all filers

Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,500,000 48th percentile higher than 48% 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

Richard, Wayne & Roberts, 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. Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan is a small filing (40 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 760686681 · Richard, Wayne & Roberts, Inc. PY 2022 · ESOP

Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan · $5M · 40 · 48th

  • RANK $5M
  • RANK 40
  • RANK 48th
  • RANK ESOP
  • RANK near Energy Laboratories Employee Stock Ownership Plan
  • RANK ind #3487

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 Texas →

Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Richard, Wayne & Roberts, Inc. Employee Stock Ownership PlanRichard, Wayne & Roberts, In…$5MEnergy Laboratories Employee Stock Ownership PlanEnergy Laboratories Employee…$4MNesm Holdings, Inc. Employee Stock Ownership PlanNesm Holdings, Inc. Employee…$4MAllied Vaughn Employee Stock Ownership PlanAllied Vaughn Employee Stock…$4MNew England Discount Retailers, Inc. Employee Stock Ownership PlanNew England Discount Retaile…$4M
End-of-year total assets ($M) among Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$2M
Net Income$906K
Employer EIN760686681
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Richard, Wayne & Roberts, Inc.)

Sponsor-wide plan assets over time

All Richard, Wayne & Roberts, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 31.555555555555554% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.5M $5.92M ▲ +31.6%
Year Plans Participants Total Assets
2022 1 40 $5M
2023 1 43 $6M
2024 1 50 $6M

Nearby ESOP Plans in Texas

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

Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50510152025 Total assets ($B) Participants Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.0045 · Participants: 40Richard, Wayne & Roberts, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 20.550345006 · Participants: 2620Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.519630506 · Participants: 690Highland Homes Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.495132236 · Participants: 818Cactus Feeders, Inc. Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.421653441 · Participants: 5325Austin Industries Employee Stock Ownership PlanLja Engineering ESOP, Total assets ($B): 0.352817177 · Participants: 1298Lja Engineering ESOP
Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Texas, the nearest ESOP by assets is Energy Laboratories Employee Stock Ownership Plan in MT ($4M); by covered participants it is Suiteamerica Employee Stock Ownership Plan in CA (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 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 Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan grew sharply - up 16.9% during 2022, from $4M to $5M. Reported net income was $906K.
How have Richard, Wayne & Roberts, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard, Wayne & Roberts, Inc.'s sponsor-wide assets grew 31.6%, from $5M to $6M.
Which ESOP plans are similar in size to Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Energy Laboratories Employee Stock Ownership Plan in MT ($4M, 105 participants).
Which ESOP plans cover a similar participant headcount to Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Suiteamerica Employee Stock Ownership Plan in CA (40 participants, N/A 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 760686681.

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.