ESOP · DOL Form 5500 · 2022

Jerome H. Rhoads, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
156
Participants Small participant base
46th
Percentile by assets National rank
$25,314
Avg per participant Low balance/head
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Official DOL plan name: Jerome H. Rhoads, Inc. Employee Stock Ownership Plan · Sponsored by Jerome H. Rhoads, Inc. · Pennsylvania · Wholesale Trade

$4M in assets, 156 participants

Jerome H. Rhoads, Inc.'s Jerome H. Rhoads, Inc. Employee Stock Ownership Plan reported $4M in total assets and 156 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,269 in Wholesale Trade (6,843 peers)

Coverage in Pennsylvania

Jerome H. Rhoads, Inc. Employee Stock Ownership Plan covers 156 participants in Pennsylvania, about 19% of the average Pennsylvania filer (state average ~822 per filing). Assets: $4M.

#2,269
in Wholesale Trade (6,843 peers)
+60.0%
assets growth YoY

Jerome H. Rhoads, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Jerome H. Rhoads, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,949,042 46th percentile higher than 46% 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

Jerome H. Rhoads, 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. Jerome H. Rhoads, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (156 participants).

EBSA filing schedule strip

Filing strip 231521282 · Jerome H. Rhoads, Inc. PY 2022 · ESOP

Jerome H. Rhoads, Inc. Employee Stock Ownership Plan · $4M · 156 · 46th

  • PCT $4M
  • EIN 156
  • RANK 46th
  • PHOTO ESOP
  • IND near Alvest S.a.S Employee Stock Ownership Plan
  • EOY ind #2269

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 →

Jerome H. Rhoads, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Jerome H. Rhoads, Inc. Employee Stock Ownership PlanJerome H. Rhoads, Inc. Emplo…$4MAlvest S.a.S Employee Stock Ownership PlanAlvest S.a.S Employee Stock …$4MRodriguez Transportation Group, Inc. Ee Stock Ownership PlanRodriguez Transportation Gro…$4MEarl Bacon Agency, Inc. Employee Stock Ownership PlanEarl Bacon Agency, Inc. Empl…$4MGold Coast Ingredients, Inc. ESOPGold Coast Ingredients, Inc.…$4M
End-of-year total assets ($M) among Jerome H. Rhoads, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income$2M
Employer EIN231521282
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jerome H. Rhoads, Inc.)

Sponsor-wide plan assets over time

All Jerome H. Rhoads, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 22.341782662520004% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.8M $12M ▲ +22.3%
Year Plans Participants Total Assets
2022 2 314 $10M
2023 2 340 $11M
2024 2 329 $12M

Nearby ESOP Plans in Pennsylvania

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

Jerome H. Rhoads, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Jerome H. Rhoads, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.003949042 · Participants: 156Jerome H. Rhoads, Inc. Employee Stock Ownership PlanWawa, 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
Jerome H. Rhoads, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Jerome H. Rhoads, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Jerome H. Rhoads, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Alvest S.a.S Employee Stock Ownership Plan in CT ($4M); by covered participants it is Mcfarland-Johnson, Inc. Employee Stock Ownership Plan in NY (156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Jerome H. Rhoads, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Jerome H. Rhoads, Inc. Employee Stock Ownership Plan surged - up 60.0% during 2022, from $2M to $4M. Reported net income was $2M.
How have Jerome H. Rhoads, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jerome H. Rhoads, Inc.'s sponsor-wide assets grew 22.3%, from $10M to $12M.
Which ESOP plans are similar in size to Jerome H. Rhoads, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Alvest S.a.S Employee Stock Ownership Plan in CT ($4M, 756 participants).
Which ESOP plans cover a similar participant headcount to Jerome H. Rhoads, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mcfarland-Johnson, Inc. Employee Stock Ownership Plan in NY (156 participants, $17M 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 231521282.

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.