ESOP · DOL Form 5500 · 2023

Reliance, Inc. ESOP

Data updated 2026-08-25

$95M
Total assets Below avg plan size
1,127
Participants Near avg headcount
91st
Percentile by assets National rank
$84,166
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Reliance, Inc. Employee Stock Ownership Plan · Sponsored by Reliance, Inc. · Arizona · Wholesale Trade

$95M in assets, 1,127 participants

Reliance, Inc.'s Reliance, Inc. Employee Stock Ownership Plan reported $95M in total assets and 1,127 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #5,833 in Wholesale Trade (6,309 peers)

Where Reliance, Inc. Employee Stock Ownership Plan sits by assets

Reliance, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $95M for 1,127 participants (~$84,166/participant), up 28.1% in 2023.

#5,833
in Wholesale Trade (6,309 peers)
+28.1%
assets growth YoY
1.0×
vs typical plan assets (national mean)

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

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

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

$94,854,834 Top 9% higher than 91% 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

Reliance, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Reliance, Inc. Employee Stock Ownership Plan lands in the large band (1,127 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Reliance, Inc. Employee Stock Ownership Plan reported net income rose from $8M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Reliance, Inc. Employee Stock Ownership Plan end-of-year assets rose from $74M in the plan year 2022 filing to $95M in the plan year 2023 filing.
  • Reliance, Inc. Employee Stock Ownership Plan reported participants fell from 1,211 in the plan year 2022 filing to 1,127 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 951142616 · Reliance, Inc. PY 2023 · ESOP

Reliance, Inc. Employee Stock Ownership Plan · $95M · 1,127 · 91st

  • ASSETS $95M
  • ASSETS 1,127
  • ASSETS 91st
  • ASSETS ESOP
  • ASSETS near Fast Global Solutions, Inc. Employee Stock Ownership Plan
  • ASSETS ind #5833

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 →

Reliance, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Sc Holdings, Inc. Employee Stock Ownership PlanSc Holdings, Inc. Employee S…$95MMajors Plastics, Inc. Employee Stock Ownership PlanMajors Plastics, Inc. Employ…$95MReliance, Inc. Employee Stock Ownership PlanReliance, Inc. Employee Stoc…$95MFast Global Solutions, Inc. Employee Stock Ownership PlanFast Global Solutions, Inc. …$95MMagic Valley Growers, Ltd. Employee Stock Ownership PlanMagic Valley Growers, Ltd. E…$94M
End-of-year total assets ($M) among Reliance, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$74M
Net Assets (End of Year)$95M
Net Income$21M
Employer EIN951142616
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Reliance, Inc.)

Sponsor-wide plan assets over time

All Reliance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.7B 22.736118040715088% vs 2022
2024 filing year
$1.3B$1.4B$1.5B$1.6B$1.7B$1.8B 202220232024 $1.41B $1.73B ▲ +22.7%
Year Plans Participants Total Assets
2022 2 11,106 $1.4B
2023 2 11,856 $1.6B
2024 2 12,081 $1.7B

Nearby ESOP Plans in Arizona

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

Reliance, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 00.511.5 Total assets ($B) Participants Reliance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.094854834 · Participants: 1127Reliance, 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
Reliance, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Reliance, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest ESOP by assets is Fast Global Solutions, Inc. Employee Stock Ownership Plan in MN ($95M); by covered participants it is Okonite Company Employees Stock Ownership Plan in NJ (1,127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,127 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 Reliance, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Reliance, Inc. Employee Stock Ownership Plan grew sharply - up 28.1% during 2023, from $74M to $95M. Reported net income was $21M.
How have Reliance, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Reliance, Inc.'s sponsor-wide assets grew 22.7%, from $1.4B to $1.7B.
Where does Reliance, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Reliance, Inc. Employee Stock Ownership Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Reliance, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Fast Global Solutions, Inc. Employee Stock Ownership Plan in MN ($95M, 425 participants).
Which ESOP plans cover a similar participant headcount to Reliance, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Okonite Company Employees Stock Ownership Plan in NJ (1,127 participants, $421M 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 951142616.

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.