ESOP · DOL Form 5500 · 2023

Rural Electric, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
81
Participants Small participant base
42nd
Percentile by assets National rank
$54,815
Avg per participant Low balance/head
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Official DOL plan name: Rural Electric, Inc. Employee Stock Ownership Plan · Sponsored by Rural Electric, Inc. · Arizona · Construction

$4M in assets, 81 participants

Rural Electric, Inc.'s Rural Electric, Inc. Employee Stock Ownership Plan reported $4M in total assets and 81 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #3,593 in Construction (9,030 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 / 81 participants.

#3,593
in Construction (9,030 peers)
+7.8%
assets growth YoY

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 2023 · DOL Form 5500

$4,440,000 42nd percentile higher than 42% 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

Rural Electric, Inc. 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. Rural Electric, Inc. Employee Stock Ownership Plan is a small filing (81 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rural Electric, Inc. Employee Stock Ownership Plan reported net income rose from -$3M in the plan year 2022 filing to $614K in the plan year 2023 filing.
  • Rural Electric, Inc. Employee Stock Ownership Plan reported participants fell from 99 in the plan year 2022 filing to 81 in the plan year 2023 filing.
  • Rural Electric, Inc. Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 860360401 · Rural Electric, Inc. PY 2023 · ESOP

Rural Electric, Inc. Employee Stock Ownership Plan · $4M · 81 · 42nd

  • BOY $4M
  • SCH 81
  • EBSA 42nd
  • PART ESOP
  • TYPE near Social Policy Research Associates Inc Employee Stock Ownership Plan
  • NET ind #3593

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. Employee Stock Ownership PlanRural Electric, Inc. Employe…$4MSocial Policy Research Associates Inc Employee Stock Ownership PlanSocial Policy Research Assoc…$4MAsco Sintering Co ESOP Money Purchase Pension PlanAsco Sintering Co ESOP Money…$4MDelta Tech Service, Inc. Employee Stock Ownership PlanDelta Tech Service, Inc. Emp…$4MHighland Consulting Associates, Inc. Employee Stock Ownership PlanHighland Consulting Associat…$4M
End-of-year total assets ($M) among Rural Electric, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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
$7M$8M$9M$10M$11M 202220232024 $7.39M $9.9M ▲ +34.0%
Year Plans Participants Total Assets
2022 2 222 $7M
2023 2 201 $8M
2024 2 206 $10M

Rural Electric, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)-$2M
Net Income$614K
Employer EIN860360401
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Arizona

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

Rural Electric, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.5 Total assets ($B) Participants Rural Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00444 · Participants: 81Rural Electric, Inc. Employee Stock Ownership PlanThe Sundt Companies Employee Stock Ownership Plan, Total assets ($B): 1.064355538 · Participants: 2392The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($B): 0.61854692 · Participants: 19740U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.313228026 · Participants: 253Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($B): 0.216174467 · Participants: 1057Pima Medical Institute Employee Stock Ownership PlanWilson Electric Services Corp. Employee Stock Ownership Plan, Total assets ($B): 0.167298665 · Participants: 726Wilson Electric Services Corp. Employee Stock Ownership Plan
Rural Electric, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Rural Electric, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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 Social Policy Research Associates Inc Employee Stock Ownership Plan in CA ($4M); by covered participants it is Sgh Redglaze Holdings, Inc. Employee Stock Ownership Plan in NE (81 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (81 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 Rural Electric, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Rural Electric, Inc. Employee Stock Ownership Plan grew at a solid clip - up 7.8% during 2023, from $4M to $4M. Reported net income was $614K.
How have Rural Electric, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rural Electric, Inc.'s sponsor-wide assets grew 34.0%, from $7M to $10M.
Which ESOP plans are similar in size to Rural Electric, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Social Policy Research Associates Inc Employee Stock Ownership Plan in CA ($4M, 55 participants).
Which ESOP plans cover a similar participant headcount to Rural Electric, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sgh Redglaze Holdings, Inc. Employee Stock Ownership Plan in NE (81 participants, $18M 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 860360401.

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.