ESOP · DOL Form 5500 · 2023

Raulli and Sons, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
105
Participants Small participant base
52nd
Percentile by assets National rank
$68,698
Avg per participant Below avg balance/head
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Official DOL plan name: Raulli & Sons, Inc. Employee Stock Ownership Plan · Sponsored by Raulli and Sons, Inc. · New York · Manufacturing

$7M in assets, 105 participants

Raulli and Sons, Inc.'s Raulli & Sons, Inc. Employee Stock Ownership Plan reported $7M in total assets and 105 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #6,752 in Manufacturing (18,722 peers)

Coverage in New York

Raulli & Sons, Inc. Employee Stock Ownership Plan covers 105 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $7M.

#6,752
in Manufacturing (18,722 peers)
+1.2%
assets growth YoY

Raulli & Sons, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Raulli & Sons, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$7,213,267 Top 48% higher than 52% 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

Raulli & Sons, 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. Raulli & Sons, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Raulli & Sons, Inc. Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2022 filing to $453K in the plan year 2023 filing.
  • Raulli & Sons, Inc. Employee Stock Ownership Plan reported participants rose from 103 in the plan year 2022 filing to 105 in the plan year 2023 filing.
  • Raulli & Sons, Inc. Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 150616714 · Raulli and Sons, Inc. PY 2023 · ESOP

Raulli & Sons, Inc. Employee Stock Ownership Plan · $7M · 105 · 52nd

  • PART $7M
  • TYPE 105
  • NET 52nd
  • BOOK ESOP
  • VS-ST near Reed Manufacturing Co., Inc. Employee Stock Ownership Plan
  • BOY ind #6752

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 →

Raulli & Sons, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Raulli & Sons, Inc. Employee Stock Ownership PlanRaulli & Sons, Inc. Employee…$7MReed Manufacturing Co., Inc. Employee Stock Ownership PlanReed Manufacturing Co., Inc.…$7MTrendwood Inc Employee Stock Ownership PlanTrendwood Inc Employee Stock…$7MDerk Harmsen Construction Co., Inc. Employee Stock Ownership PlanDerk Harmsen Construction Co…$7MAda West Dermatology, Inc. Employee Stock Ownership PlanAda West Dermatology, Inc. E…$7M
End-of-year total assets ($M) among Raulli & Sons, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income$453K
Employer EIN150616714
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Raulli and Sons, Inc.)

Sponsor-wide plan assets over time

All Raulli and Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 14.517315722104707% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $29.5M $33.8M ▲ +14.5%
Year Plans Participants Total Assets
2022 2 202 $30M
2023 2 201 $30M
2024 2 198 $34M

Nearby ESOP Plans in New York

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

Raulli & Sons, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants Raulli & Sons, Inc. Employee Stock Ownership Plan, Total assets ($M): 7.213267 · Participants: 105Raulli & Sons, Inc. 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
Raulli & Sons, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Raulli & Sons, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Raulli & Sons, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Reed Manufacturing Co., Inc. Employee Stock Ownership Plan in MS ($7M); by covered participants it is Ecm Holding Group, Inc. Employee Stock Ownership Plan in WI (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Raulli & Sons, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Raulli & Sons, Inc. Employee Stock Ownership Plan edged up modestly - up 1.2% during 2023, from $7M to $7M. Reported net income was $453K.
How have Raulli and Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Raulli and Sons, Inc.'s sponsor-wide assets grew 14.5%, from $30M to $34M.
Which ESOP plans are similar in size to Raulli & Sons, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Reed Manufacturing Co., Inc. Employee Stock Ownership Plan in MS ($7M, 41 participants).
Which ESOP plans cover a similar participant headcount to Raulli & Sons, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ecm Holding Group, Inc. Employee Stock Ownership Plan in WI (105 participants, $7M 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 150616714.

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.