ESOP · DOL Form 5500 · 2023
Reliance, Inc. ESOP
Data updated 2026-08-11
- $95M
- Total assets
- 1,127
- Participants
- 91st
- Percentile by assets
- $84,166
- Avg per participant
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.
- 91st percentile by assets (of 127,072 plans)
- #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.
- $95M
- total plan assets (2023 EOY)
- 1,127
- covered participants
- 91st
- percentile by assets (of 127,072 plans)
- $84,166
- avg assets per participant
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.
Reliance, Inc. Employee Stock Ownership Plan vs the 2023 asset distribution
By assets, Reliance, Inc. Employee Stock Ownership Plan outranks 91% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $74M |
|---|---|
| Net Assets (End of Year) | $95M |
| Net Income | $21M |
| Employer EIN | 951142616 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Reliance, Inc.)
| 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
- The Sundt Companies Employee Stock Ownership Plan $1.1B · 2,392
- U-Haul Holding Company Employee Stock Ownership Plan $619M · 19,740
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan $313M · 253
- Pima Medical Institute Employee Stock Ownership Plan $216M · 1,057
- Wilson Electric Services Corp. Employee Stock Ownership Plan $167M · 726
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Reliance, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on Reliance, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Reliance, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Arizona. Compare plans
- Reliance, Inc.'s sponsor-wide assets have grown 22.7% since 2022 across 3 plan years on file. More Wholesale Trade plans