ESOP · DOL Form 5500 · 2022

R3 Strategic Support Group, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
161
Participants Small participant base
62nd
Percentile by assets National rank
$54,043
Avg per participant Low balance/head
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Official DOL plan name: R3 Employee Stock Ownership Plan · Sponsored by R3 Strategic Support Group, Inc. · California · Professional & Technical Services

$9M in assets, 161 participants

R3 Strategic Support Group, Inc.'s R3 Employee Stock Ownership Plan reported $9M in total assets and 161 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #13,034 in Professional & Technical Services (21,562 peers)

Coverage in California

R3 Employee Stock Ownership Plan covers 161 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $9M.

#13,034
in Professional & Technical Services (21,562 peers)
+5.8%
assets growth YoY

R3 Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

R3 Employee Stock Ownership Plan vs every filed plan by assets

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

$8,700,900 Top 38% higher than 62% 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

R3 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. R3 Employee Stock Ownership Plan sits mid-pack in the medium band (161 participants).

Form 5500 schedule snapshot

Filing strip 261232918 · R3 Strategic Support Group, Inc. PY 2022 · ESOP

R3 Employee Stock Ownership Plan · $9M · 161 · 62nd

  • 5500 $9M
  • ASSETS 161
  • PCT 62nd
  • EIN ESOP
  • RANK near The Innsbrook Corporation Employee Stock Ownership Plan
  • PHOTO ind #13034

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 California →

R3 Employee Stock Ownership Plan in the asset neighbourhood

R3 Employee Stock Ownership PlanR3 Employee Stock Ownership …$9MThe Innsbrook Corporation Employee Stock Ownership PlanThe Innsbrook Corporation Em…$9MFirst Commercial Financial Corp. Employee Stock Ownership PlanFirst Commercial Financial C…$9MParratt-Wolff, Inc. Employee Stock Ownership PlanParratt-Wolff, Inc. Employee…$9MThe Mackenzie ESOP$9M
End-of-year total assets ($M) among R3 Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$2M
Net Income$3M
Employer EIN261232918
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (R3 Strategic Support Group, Inc.)

Sponsor-wide plan assets over time

All R3 Strategic Support Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 41.58222397277449% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.9M $26.8M ▲ +41.6%
Year Plans Participants Total Assets
2022 2 350 $19M
2023 2 337 $23M
2024 2 338 $27M

Nearby ESOP Plans in California

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

R3 Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants R3 Employee Stock Ownership Plan, Total assets ($B): 0.0087009 · Participants: 161R3 Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
R3 Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare R3 Employee Stock Ownership Plan side-by-side with 3 peers →

R3 Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is The Innsbrook Corporation Employee Stock Ownership Plan in MO ($9M); by covered participants it is Tech-Marine Business, Inc. Employee Stock Ownership Plan in DC (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 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 R3 Employee Stock Ownership Plan assets move in 2022? ▼
R3 Employee Stock Ownership Plan grew at a solid clip - up 5.8% during 2022, from $8M to $9M. Reported net income was $3M.
How have R3 Strategic Support Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R3 Strategic Support Group, Inc.'s sponsor-wide assets grew 41.6%, from $19M to $27M.
Which ESOP plans are similar in size to R3 Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Innsbrook Corporation Employee Stock Ownership Plan in MO ($9M, 91 participants).
Which ESOP plans cover a similar participant headcount to R3 Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Tech-Marine Business, Inc. Employee Stock Ownership Plan in DC (161 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 261232918.

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.