ESOP · DOL Form 5500 · 2022
Rural Electric, Inc. ESOP
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 99
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $41,616
- Avg per participant Low balance/head
Official DOL plan name: Rural Electric, Inc. Employee Stock Ownership Plan · Sponsored by Rural Electric, Inc. · Arizona · Construction
$4M in assets, 99 participants
Rural Electric, Inc.'s Rural Electric, Inc. Employee Stock Ownership Plan reported $4M in total assets and 99 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.
- #4,520 in Construction (9,927 peers)
Rural Electric, Inc. multi-year trail
Rural Electric, Inc.'s plans moved +34.0% in assets from 2022 to 2024; this filing shows Rural Electric, Inc. Employee Stock Ownership Plan at $4M / 99 participants.
- #4,520
- in Construction (9,927 peers)
- -$3M
- reported net income
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rural Electric, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers
Rural Electric, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,120,000 47th percentile higher than 47% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Rural Electric, 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. Rural Electric, Inc. Employee Stock Ownership Plan is a small filing (99 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 860360401 · Rural Electric, Inc. PY 2022 · ESOP
Rural Electric, Inc. Employee Stock Ownership Plan · $4M · 99 · 47th
- PART $4M
- PART 99
- PART 47th
- PART ESOP
- PART near Comprehensive Program Services, Inc. Employee Stock Ownership Plan
- PART ind #4520
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 Arizona →
Rural Electric, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Rural Electric, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Rural Electric, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 34.0481854270096% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 222 | $7M |
| 2023 | 2 | 201 | $8M |
| 2024 | 2 | 206 | $10M |
Rural Electric, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | -$3M |
| Net Income | -$3M |
| Employer EIN | 860360401 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Arizona
Peer ESOP plans, same state, same plan type, ranked by total assets.
- The Sundt Companies Employee Stock Ownership Plan $654M · 1,879
- U-Haul Holding Company Employee Stock Ownership Plan $498M · 18,179
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan $309M · 235
- Pima Medical Institute Employee Stock Ownership Plan $190M · 1,362
- Rvr Employee Stock Ownership Plan $145M · 139
Rural Electric, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Arizona, the nearest ESOP by assets is Comprehensive Program Services, Inc. Employee Stock Ownership Plan in GA ($4M); by covered participants it is The Motz Corporation Employee Stock Ownership Plan in OH (99 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Comprehensive Program Services, Inc. Employee Stock Ownership Plan (GA) $4M · 10
- R.a. Heath Construction and Millwork, Inc. Employee Stock Ownership Plan and Trust (GA) $4M · 60
- Deblin, Inc. Employee Stock Ownership Plan (PA) $4M · 34
- Elkton Bancorp, Inc. & Affiliated Companies Employee Stock Ownership Plan (KY) $4M · 27
Similar participant headcount
Nearest other-state filings by covered participants (99 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.