ESOP · DOL Form 5500 · 2022

Ralph Andersen & Associates ESOP

Data updated 2026-08-25

$488K
Total assets Small plan by assets
11
Participants Small participant base
18th
Percentile by assets National rank
$44,403
Avg per participant Low balance/head
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Official DOL plan name: Ralph Andersen & Associates Employee Stock Ownership Plan · Sponsored by Ralph Andersen & Associates · California · Professional & Technical Services

$488K in assets, 11 participants

Ralph Andersen & Associates's Ralph Andersen & Associates Employee Stock Ownership Plan reported $488K in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #3,110 in Professional & Technical Services (21,562 peers)

2022 asset change

Ralph Andersen & Associates Employee Stock Ownership Plan declined sharply 20.9% in 2022 ($618K → $488K) for 11 participants.

#3,110
in Professional & Technical Services (21,562 peers)
-20.9%
assets change YoY

The plan reported a net loss of $21K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ralph Andersen & Associates Employee Stock Ownership Plan among the smaller filed plans by assets

Ralph Andersen & Associates Employee Stock Ownership Plan vs every filed plan by assets

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

$488,433 18th percentile higher than 18% 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

Ralph Andersen & Associates 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. Ralph Andersen & Associates Employee Stock Ownership Plan is a small filing (11 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 942299383 · Ralph Andersen & Associates PY 2022 · ESOP

Ralph Andersen & Associates Employee Stock Ownership Plan · $488K · 11 · 18th

  • IND $488K
  • EOY 11
  • 5500 18th
  • ASSETS ESOP
  • PCT near Paragon Holdings Inc. Employee Stock Ownership Plan
  • EIN ind #3110

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 →

Ralph Andersen & Associates Employee Stock Ownership Plan in the asset neighbourhood

Ralph Andersen & Associates Employee Stock Ownership PlanRalph Andersen & Associates …$488KParagon Holdings Inc. Employee Stock Ownership PlanParagon Holdings Inc. Employ…$489KAjax Electric Company Employee Stock Ownership PlanAjax Electric Company Employ…$490KKing + Cross Companies Employee Stock Ownership PlanKing + Cross Companies Emplo…$490KProbata Corporation Employee Stock Ownership PlanProbata Corporation Employee…$491K
End-of-year total assets ($M) among Ralph Andersen & Associates Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Ralph Andersen & Associates years around the 2022 move

Sponsor-wide plan assets over time

All Ralph Andersen & Associates plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$0.2M$0.4M$0.6M 20222023 $0.49M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 11 $488K
2023 1 10 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$618K
Net Assets (End of Year)-$340K
Net Income-$21K
Employer EIN942299383
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Ralph Andersen & Associates Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Ralph Andersen & Associates Employee Stock Ownership Plan, Total assets ($B): 0.000488433 · Participants: 11Ralph Andersen & Associates 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
Ralph Andersen & Associates Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Ralph Andersen & Associates Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Paragon Holdings Inc. Employee Stock Ownership Plan in MI ($489K); by covered participants it is Alaska Litho, Inc Employee Stock Ownership Plan in AK (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Ralph Andersen & Associates Employee Stock Ownership Plan assets move in 2022?
Ralph Andersen & Associates Employee Stock Ownership Plan declined sharply - down 20.9% during 2022, from $618K to $488K. Reported net income was -$21K.
Where does Ralph Andersen & Associates Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Ralph Andersen & Associates Employee Stock Ownership Plan ranks in the 18th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Ralph Andersen & Associates Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Paragon Holdings Inc. Employee Stock Ownership Plan in MI ($489K, N/A participants).
Which ESOP plans cover a similar participant headcount to Ralph Andersen & Associates Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Alaska Litho, Inc Employee Stock Ownership Plan in AK (11 participants, $171K in assets).