ESOP · DOL Form 5500 · 2022

RETTEW ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
292
Participants Below avg headcount
70th
Percentile by assets National rank
$44,754
Avg per participant Low balance/head
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Official DOL plan name: Rettew Employee Stock Ownership Plan Trust · Sponsored by RETTEW · Pennsylvania · Professional & Technical Services

$13M in assets, 292 participants

RETTEW's Rettew Employee Stock Ownership Plan Trust reported $13M in total assets and 292 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #14,974 in Professional & Technical Services (21,562 peers)

Coverage in Pennsylvania

Rettew Employee Stock Ownership Plan Trust covers 292 participants in Pennsylvania, about 36% of the average Pennsylvania filer (state average ~822 per filing). Assets: $13M.

#14,974
in Professional & Technical Services (21,562 peers)
-8.0%
assets change YoY

Rettew Employee Stock Ownership Plan Trust's outsized position by total assets

Rettew Employee Stock Ownership Plan Trust vs every filed plan by assets

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

$13,068,097 Top 30% higher than 70% 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

Rettew Employee Stock Ownership Plan Trust 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. Rettew Employee Stock Ownership Plan Trust sits mid-pack in the medium band (292 participants).

Plan-year Form 5500 strip

Filing strip 231712637 · RETTEW PY 2022 · ESOP

Rettew Employee Stock Ownership Plan Trust · $13M · 292 · 70th

  • PHOTO $13M
  • PHOTO 292
  • PHOTO 70th
  • PHOTO ESOP
  • PHOTO near Imagine One Technology & Management, Ltd. Employee Stock Ownership Plan and Trust
  • PHOTO ind #14974

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 Pennsylvania →

Rettew Employee Stock Ownership Plan Trust in the asset neighbourhood

Vision First Employee Stock Ownership PlanVision First Employee Stock …$13MRettew Employee Stock Ownership Plan TrustRettew Employee Stock Owners…$13MImagine One Technology & Management, Ltd. Employee Stock Ownership Plan and TrustImagine One Technology & Man…$13MWayfield Foods, Inc. Employee Stock Ownership PlanWayfield Foods, Inc. Employe…$13MHfa Enterprises Employee Stock Ownership PlanHfa Enterprises Employee Sto…$13M
End-of-year total assets ($M) among Rettew Employee Stock Ownership Plan Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)-$8M
Net Income$77K
Employer EIN231712637
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (RETTEW)

Sponsor-wide plan assets over time

All RETTEW plans reported in each filing year

Latest sponsor-wide plan assets
$63M 31.93487320143501% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $48M $63.3M ▲ +31.9%
Year Plans Participants Total Assets
2022 2 559 $48M
2023 2 551 $55M
2024 2 578 $63M

Nearby ESOP Plans in Pennsylvania

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

Rettew Employee Stock Ownership Plan Trust vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Rettew Employee Stock Ownership Plan Trust, Total assets ($B): 0.013068097 · Participants: 292Rettew Employee Stock Ownership Plan TrustWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporation Employee Stock Ownership Plan and TrustNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, Inc. Employee Stock Ownership Plan
Rettew Employee Stock Ownership Plan Trust vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Rettew Employee Stock Ownership Plan Trust side-by-side with 3 peers →

Rettew Employee Stock Ownership Plan Trust's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Imagine One Technology & Management, Ltd. Employee Stock Ownership Plan and Trust in MD ($13M); by covered participants it is Alamon, Inc. ESOP & Profit Sharing Plan in MT (292 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (292 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 Rettew Employee Stock Ownership Plan Trust assets move in 2022? ▼
Rettew Employee Stock Ownership Plan Trust pulled back noticeably - down 8.0% during 2022, from $14M to $13M. Reported net income was $77K.
How have RETTEW plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), RETTEW's sponsor-wide assets grew 31.9%, from $48M to $63M.
Which ESOP plans are similar in size to Rettew Employee Stock Ownership Plan Trust? ▼
Among ESOP plans in other states, the closest by assets is Imagine One Technology & Management, Ltd. Employee Stock Ownership Plan and Trust in MD ($13M, 235 participants).
Which ESOP plans cover a similar participant headcount to Rettew Employee Stock Ownership Plan Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Alamon, Inc. ESOP & Profit Sharing Plan in MT (292 participants, $16M 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 231712637.

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.