ESOP · DOL Form 5500 · 2023

Columbia Resource Technology, Inc. ESOP

Data updated 2026-08-25

$22M
Total assets Small plan by assets
98
Participants Small participant base
74th
Percentile by assets National rank
$220,018
Avg per participant Above avg balance/head
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Official DOL plan name: Regal Service Employee Stock Ownership Plan · Sponsored by Columbia Resource Technology, Inc. · New York · Transportation & Warehousing

$22M in assets, 98 participants

Columbia Resource Technology, Inc.'s Regal Service Employee Stock Ownership Plan reported $22M in total assets and 98 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #2,473 in Transportation & Warehousing (3,362 peers)

Columbia Resource Technology, Inc. multi-year trail

Columbia Resource Technology, Inc.'s plans moved -19.1% in assets from 2022 to 2024; this filing shows Regal Service Employee Stock Ownership Plan at $22M / 98 participants.

#2,473
in Transportation & Warehousing (3,362 peers)
-1.8%
assets change YoY

The plan reported a net loss of $281K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Regal Service Employee Stock Ownership Plan's outsized position by total assets

Regal Service Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$21,561,720 Top 26% higher than 74% of 127,068 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 2023

Regal Service Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Regal Service Employee Stock Ownership Plan is a small filing (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Regal Service Employee Stock Ownership Plan reported net income rose from -$859K in the plan year 2022 filing to -$281K in the plan year 2023 filing.
  • Regal Service Employee Stock Ownership Plan reported participants fell from 105 in the plan year 2022 filing to 98 in the plan year 2023 filing.
  • Regal Service Employee Stock Ownership Plan end-of-year assets fell from $22M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 251577573 · Columbia Resource Technology, Inc. PY 2023 · ESOP

Regal Service Employee Stock Ownership Plan · $22M · 98 · 74th

  • NET $22M
  • BOOK 98
  • VS-ST 74th
  • BOY ESOP
  • SCH near G W Holdings, Inc. Employee Stock Ownership Plan
  • EBSA ind #2473

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 New York →

Regal Service Employee Stock Ownership Plan in the asset neighbourhood

G W Holdings, Inc. Employee Stock Ownership PlanG W Holdings, Inc. Employee …$22MRegal Service Employee Stock Ownership PlanRegal Service Employee Stock…$22MPatterson Pope, Inc Employee Stock Ownership PlanPatterson Pope, Inc Employee…$22MWohlsen Construction Company Employee Stock Ownership PlanWohlsen Construction Company…$22MTop Notch Employee Stock Ownership PlanTop Notch Employee Stock Own…$22M
End-of-year total assets ($M) among Regal Service Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Columbia Resource Technology, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Columbia Resource Technology, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 19.126107632189935% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $22M $17.8M ▼ -19.1%
Year Plans Participants Total Assets
2022 1 105 $22M
2023 1 98 $22M
2024 1 97 $18M

Columbia Resource Technology, Inc. filing trail (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$21M
Net Income-$281K
Employer EIN251577573
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

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

Regal Service Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants Regal Service Employee Stock Ownership Plan, Total assets ($M): 21.56172 · Participants: 98Regal Service Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 876.57583 · Participants: 3439Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 406.002646 · Participants: 4467North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 298.738533 · Participants: 3674Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.681611 · Participants: 1704Greenman-Pedersen, Inc. Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 241.736533 · Participants: 93H.C. Wainwright & Co. Employee Stock Ownership Plan
Regal Service Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Regal Service Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New York, the nearest ESOP by assets is G W Holdings, Inc. Employee Stock Ownership Plan in TX ($22M); by covered participants it is New Glarus Brewing Company Employee Stock Ownership Plan in WI (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Regal Service Employee Stock Ownership Plan assets move in 2023? ▼
Regal Service Employee Stock Ownership Plan edged down modestly - down 1.8% during 2023, from $22M to $22M. Reported net income was -$281K.
How have Columbia Resource Technology, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Columbia Resource Technology, Inc.'s sponsor-wide assets declined 19.1%, from $22M to $18M.
Which ESOP plans are similar in size to Regal Service Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is G W Holdings, Inc. Employee Stock Ownership Plan in TX ($22M, 43 participants).
Which ESOP plans cover a similar participant headcount to Regal Service Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is New Glarus Brewing Company Employee Stock Ownership Plan in WI (98 participants, $25M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 251577573.

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.