ESOP · DOL Form 5500 · 2022

Reed Associates, Inc. ESOP

Data updated 2026-08-11

$4M
Total assets
8
Participants
44th
Percentile by assets
$447,667
Avg per participant
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Official DOL plan name: Reed Associates, Inc. Employee Stock Ownership Plan · Sponsored by Reed Associates, Inc. · Pennsylvania · Professional & Technical Services

$4M in assets, 8 participants

Reed Associates, Inc.'s Reed Associates, Inc. Employee Stock Ownership Plan reported $4M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • 44th percentile by assets (of 139,126 plans)
  • #8,896 in Professional & Technical Services (21,562 peers)

2022 asset change

Reed Associates, Inc. Employee Stock Ownership Plan declined sharply 21.0% in 2022 ($5M → $4M) for 8 participants.

$4M
total plan assets (2022 EOY)
8
covered participants
44th
percentile by assets (of 139,126 plans)
$447,667
avg assets per participant

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Reed Associates, Inc. Employee Stock Ownership Plan sits by total assets

Reed Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,581,337 44th percentile higher than 44% of 139,123 filed plans

This plan $0 $2,010,000,000 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

2022 asset move for Reed Associates, Inc. Employee Stock Ownership Plan

Year over year, total assets declined sharply from $5M at the start of 2022 to $4M at year-end (down 21.0%). Net assets closed at $3M; reported net income -$1M.

Reed Associates, Inc. years around the 2022 move

$3.2M$3.3M$3.4M$3.5M$3.6M$3.7M 202220232024 $3.58M $3.27M ▼ -8.7%
Total plan assets by year, all Reed Associates, Inc. plans on file
Year Plans Participants Total Assets
2022 1 8 $4M
2023 1 8 $4M
2024 1 8 $3M

2022 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$3M
Net Income-$1M
Employer EIN231895838
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Reed Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Reed Associates, Inc…, Total assets ($B): 0.003581337 · Participants: 8Reed Associates, Inc…Wawa, Inc. Employee …, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee …Bradford White Corpo…, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corpo…Sheetz, Inc. Employe…, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employe…Centimark Corporatio…, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporatio…Newage Industries, I…, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, I…
Reed Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Reed Associates, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Reed Associates, Inc. Employee Stock Ownership Plan assets move in 2022?
Reed Associates, Inc. Employee Stock Ownership Plan declined sharply - down 21.0% during 2022, from $5M to $4M. Reported net income was -$1M.
How have Reed Associates, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Reed Associates, Inc.'s sponsor-wide assets declined 8.7%, from $4M to $3M.
Which ESOP plans are similar in size to Reed Associates, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Modern Electric Co. Employee Stock Ownership Plan in WY ($4M, 46 participants).

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2022 change

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