ESOP · DOL Form 5500 · 2022
Raffertys, Inc. ESOP
Data updated 2026-08-11
- $27M
- Total assets
- 1,143
- Participants
- 81st
- Percentile by assets
- $23,483
- Avg per participant
Official DOL plan name: Raffertys, Inc. Employee Stock Ownership Plan · Sponsored by Raffertys, Inc. · Kentucky · Food Services & Accommodation
$27M in assets, 1,143 participants
Raffertys, Inc.'s Raffertys, Inc. Employee Stock Ownership Plan reported $27M in total assets and 1,143 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.
- 81st percentile by assets (of 139,126 plans)
- #4,390 in Food Services & Accommodation (4,592 peers)
Where Raffertys, Inc. Employee Stock Ownership Plan sits by assets
Raffertys, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $27M for 1,143 participants (~$23,483/participant), down 0.4% in 2022.
- $27M
- total plan assets (2022 EOY)
- 1,143
- covered participants
- 81st
- percentile by assets (of 139,126 plans)
- $23,483
- avg assets per participant
The plan reported a net loss of $17K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Raffertys, Inc. Employee Stock Ownership Plan vs the 2022 asset distribution
By assets, Raffertys, Inc. Employee Stock Ownership Plan outranks 81% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | -$17K |
| Employer EIN | 610985188 |
| Plan Effective Date | 1998-12-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Raffertys, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,143 | $27M |
| 2023 | 1 | 1,002 | $35M |
| 2024 | 1 | 964 | $35M |
Nearby ESOP Plans in Kentucky
Peer ESOP plans, same state, same plan type, ranked by total assets.
Raffertys, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
- Houchens Industries, Inc. Employee Stock Ownership Plan $2.1B · 6,338
- Stock Yards Bank & Trust Company 401(k) Employee $140M · 682
- Gray, Inc. Employee Stock Ownership Plan $113M · 1,269
- Interstate Personnel Services, Inc. Employee Stock Ownership Plan $109M · 831
- H & R Agri-Power Employee Stock Ownership Plan $82M · 444
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Raffertys, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on Raffertys, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Raffertys, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Kentucky. Compare plans
- Raffertys, Inc.'s sponsor-wide assets have grown 30.4% since 2022 across 3 plan years on file. More Food Services & Accommodation plans