ESOP · DOL Form 5500 · 2022

The Richmond Group, Inc. ESOP

Data updated 2026-08-25

$60M
Total assets Below avg plan size
95
Participants Small participant base
89th
Percentile by assets National rank
$628,916
Avg per participant High balance/head
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Official DOL plan name: The Richmond Group, Inc. Employee Stock Ownership Plan · Sponsored by The Richmond Group, Inc. · Massachusetts · Construction

$60M in assets, 95 participants

The Richmond Group, Inc.'s The Richmond Group, Inc. Employee Stock Ownership Plan reported $60M in total assets and 95 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #8,703 in Construction (9,927 peers)

Where The Richmond Group, Inc. Employee Stock Ownership Plan sits by assets

The Richmond Group, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $60M for 95 participants (~$628,916/participant), up 13.2% in 2022.

#8,703
in Construction (9,927 peers)
+13.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

The Richmond Group, Inc. Employee Stock Ownership Plan's outsized position by total assets

The Richmond Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$59,746,998 Top 11% higher than 89% 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

The Richmond Group, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Richmond Group, Inc. Employee Stock Ownership Plan is a small filing (95 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 043130236 · The Richmond Group, Inc. PY 2022 · ESOP

The Richmond Group, Inc. Employee Stock Ownership Plan · $60M · 95 · 89th

  • EOY $60M
  • 5500 95
  • ASSETS 89th
  • PCT ESOP
  • EIN near Hmc Architects Employee Stock Ownership Plan
  • RANK ind #8703

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 Massachusetts →

The Richmond Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Wo Partners Holdings, Inc. Employee Stock Ownership PlanWo Partners Holdings, Inc. E…$60MHills Bank and Trust Employee Stock Ownership PlanHills Bank and Trust Employe…$60MThe Richmond Group, Inc. Employee Stock Ownership PlanThe Richmond Group, Inc. Emp…$60MHmc Architects Employee Stock Ownership PlanHmc Architects Employee Stoc…$60MAlatrade Foods Holdings, Inc. Employee Stock Ownership PlanAlatrade Foods Holdings, Inc…$59M
End-of-year total assets ($M) among The Richmond Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$55M
Net Income$7M
Employer EIN043130236
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Richmond Group, Inc.)

Sponsor-wide plan assets over time

All The Richmond Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$68M 13.109681259634165% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $59.8M $67.6M ▲ +13.1%
Year Plans Participants Total Assets
2022 1 95 $60M
2023 1 104 $70M
2024 1 103 $68M

Nearby ESOP Plans in Massachusetts

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

The Richmond Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000100020003000 0100200300400500600 Total assets ($M) Participants The Richmond Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 59.746998 · Participants: 95The Richmond Group, Inc. Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 495.023943 · Participants: 1315Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 380.839397 · Participants: 193The Gillette Company Employee Stock Ownership PlanAbt Associates Inc. Employees Stock Ownership Plan, Total assets ($M): 312.177588 · Participants: 2426Abt Associates Inc. Employees Stock Ownership PlanNew England Biolabs, Inc. Voting Stock Ownership Plan, Total assets ($M): 272.105333 · Participants: 386New England Biolabs, Inc. Voting Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 258.836117 · Participants: 1646Eastern Bank Employee Stock Ownership Plan
The Richmond Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare The Richmond Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

The Richmond Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Hmc Architects Employee Stock Ownership Plan in CA ($60M); by covered participants it is Pfs Corporation Employee Stock Ownership Plan in WI (95 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (95 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 The Richmond Group, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
The Richmond Group, Inc. Employee Stock Ownership Plan grew at a solid clip - up 13.2% during 2022, from $53M to $60M. Reported net income was $7M.
How have The Richmond Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Richmond Group, Inc.'s sponsor-wide assets grew 13.1%, from $60M to $68M.
Where does The Richmond Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
The Richmond Group, Inc. Employee Stock Ownership Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to The Richmond Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hmc Architects Employee Stock Ownership Plan in CA ($60M, 283 participants).
Which ESOP plans cover a similar participant headcount to The Richmond Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pfs Corporation Employee Stock Ownership Plan in WI (95 participants, $10M 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 043130236.

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.