ESOP · DOL Form 5500 · 2023

Reed and Reed ESOP

Data updated 2026-08-11

$13M
Total assets
134
Participants
65th
Percentile by assets
$100,736
Avg per participant
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Official DOL plan name: Reed & Reed, Inc. Employee Stock Ownership Plan · Sponsored by Reed and Reed · Maine · Construction

$13M in assets, 134 participants

Reed and Reed's Reed & Reed, Inc. Employee Stock Ownership Plan reported $13M in total assets and 134 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • 65th percentile by assets (of 127,072 plans)
  • #5,741 in Construction (9,030 peers)

Coverage in Maine

Reed & Reed, Inc. Employee Stock Ownership Plan covers 134 participants in Maine, about 28% of the average Maine filer (state average ~472 per filing). Assets: $13M.

$13M
total plan assets (2023 EOY)
134
covered participants
65th
percentile by assets (of 127,072 plans)
$100,736
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Reed & Reed, Inc. Employee Stock Ownership Plan reported net income rose from $97K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Reed & Reed, Inc. Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Reed & Reed, Inc. Employee Stock Ownership Plan reported participants fell from 141 in the plan year 2022 filing to 134 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

Participants vs Maine filers

In Maine, the average filing covers about 472 participants across 561 plans. Reed & Reed, Inc. Employee Stock Ownership Plan reports 134 participants - about 28% of that state average ($13M EOY assets).

Maine filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$13M
Net Income$4M
Employer EIN010378835
Plan Effective Date2016-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Reed and Reed)

$40M$50M$60M$70M 202220232024 $42.4M $63.1M ▲ +48.9%
Total plan assets by year, all Reed and Reed plans on file
Year Plans Participants Total Assets
2022 2 292 $42M
2023 2 277 $50M
2024 2 312 $63M

Nearby ESOP Plans in Maine

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

Reed & Reed, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maine, assets vs. participants

Reed & Reed, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maine, assets vs. participants Scatter plot of 6 data points. 0100200300400500 020406080100 Total assets ($M) Participants Reed & Reed, Inc. Em…Sc Holdings, Inc. Em…Maine Drilling & Bla…Johnnys Selected See…Systems Engineering,…Portland Air Freight…
Reed & Reed, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maine, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Reed & Reed, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Reed & Reed, Inc. Employee Stock Ownership Plan assets move in 2023?
Reed & Reed, Inc. Employee Stock Ownership Plan surged - up 43.3% during 2023, from $9M to $13M. Reported net income was $4M.
How have Reed and Reed plan assets changed over time?
Across 3 plan years on file (2022-2024), Reed and Reed's sponsor-wide assets grew 48.9%, from $42M to $63M.
Which ESOP plans are similar in size to Reed & Reed, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Randy's Carpets & Interiors Employee Stock Ownership Plan and Trust in IA ($14M, 54 participants).

Next read for Reed & Reed, Inc. Employee Stock Ownersh…

Filing takeaways

Ways to act on Reed & Reed, Inc. Employee Stock Ownership Plan's numbers.