ESOP · DOL Form 5500 · 2023

Rayser Holdings, Inc. ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
135
Participants Small participant base
72nd
Percentile by assets National rank
$143,862
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rayser Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Rayser Holdings, Inc. · Iowa · Retail Trade

$19M in assets, 135 participants

Rayser Holdings, Inc.'s Rayser Holdings, Inc. Employee Stock Ownership Plan reported $19M in total assets and 135 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #6,924 in Retail Trade (8,414 peers)

Coverage in Iowa

Rayser Holdings, Inc. Employee Stock Ownership Plan covers 135 participants in Iowa, about 22% of the average Iowa filer (state average ~609 per filing). Assets: $19M.

#6,924
in Retail Trade (8,414 peers)
+17.5%
assets growth YoY

Rayser Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets

Rayser Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$19,421,325 Top 28% higher than 72% 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

Rayser Holdings, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rayser Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rayser Holdings, Inc. Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Rayser Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Rayser Holdings, Inc. Employee Stock Ownership Plan reported participants fell from 137 in the plan year 2022 filing to 135 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 420985270 · Rayser Holdings, Inc. PY 2023 · ESOP

Rayser Holdings, Inc. Employee Stock Ownership Plan · $19M · 135 · 72nd

  • 5500 $19M
  • ASSETS 135
  • PCT 72nd
  • EIN ESOP
  • RANK near Karl's Inc Employee Stock Ownership Plan and Trust
  • PHOTO ind #6924

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 Iowa →

Rayser Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Land Title, Inc. Employee Stock Ownership Plan and TrustLand Title, Inc. Employee St…$19MExpress Electric, Inc. Employee Stock Ownership PlanExpress Electric, Inc. Emplo…$19MRayser Holdings, Inc. Employee Stock Ownership PlanRayser Holdings, Inc. Employ…$19MKarl's Inc Employee Stock Ownership Plan and TrustKarl's Inc Employee Stock Ow…$19MPeerless Electronics Inc. ESOPPeerless Electronics Inc. ES…$19M
End-of-year total assets ($M) among Rayser Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN420985270
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rayser Holdings, Inc.)

Sponsor-wide plan assets over time

All Rayser Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 39.8091229276182% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.8M $34.7M ▲ +39.8%
Year Plans Participants Total Assets
2022 2 281 $25M
2023 2 269 $28M
2024 2 271 $35M

Nearby ESOP Plans in Iowa

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

Rayser Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. 050010001500 -20002004006008001000 Total assets ($M) Participants Rayser Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 19.421325 · Participants: 135Rayser Holdings, Inc. Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 863.986659 · Participants: 802Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 596.09835 · Participants: 801Van Meter Industrial, Inc. Employee Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 438.062674 · Participants: 667Precision, Inc. Employee Stock Ownership Plan and TrustIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 427.790025 · Participants: 771Ita Group Holdings, Inc. Employees' Stock Ownership PlanVgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 405.931426 · Participants: 1070Vgm Group, Inc. Employee Stock Ownership Plan
Rayser Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Rayser Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Rayser Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Karl's Inc Employee Stock Ownership Plan and Trust in SD ($19M); by covered participants it is Badger Corrugating Employee Stock Ownership Plan in WI (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Rayser Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Rayser Holdings, Inc. Employee Stock Ownership Plan grew sharply - up 17.5% during 2023, from $17M to $19M. Reported net income was $3M.
How have Rayser Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rayser Holdings, Inc.'s sponsor-wide assets grew 39.8%, from $25M to $35M.
Which ESOP plans are similar in size to Rayser Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Karl's Inc Employee Stock Ownership Plan and Trust in SD ($19M, 214 participants).
Which ESOP plans cover a similar participant headcount to Rayser Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Badger Corrugating Employee Stock Ownership Plan in WI (135 participants, $14M 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 420985270.

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.