ESOP · DOL Form 5500 · 2023

Rumsey Construction, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
84
Participants Small participant base
48th
Percentile by assets National rank
$70,536
Avg per participant Below avg balance/head
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Official DOL plan name: Rumsey Construction Employee Stock Ownership Plan · Sponsored by Rumsey Construction, Inc. · Texas · Construction

$6M in assets, 84 participants

Rumsey Construction, Inc.'s Rumsey Construction Employee Stock Ownership Plan reported $6M in total assets and 84 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #4,138 in Construction (9,030 peers)

Rumsey Construction, Inc. multi-year trail

Rumsey Construction, Inc.'s plans moved +252.1% in assets from 2022 to 2024; this filing shows Rumsey Construction Employee Stock Ownership Plan at $6M / 84 participants.

#4,138
in Construction (9,030 peers)
+8.2%
assets growth YoY

Rumsey Construction Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Rumsey Construction Employee Stock Ownership Plan vs every filed plan by assets

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

$5,925,000 48th percentile higher than 48% 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

Rumsey Construction 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. Rumsey Construction Employee Stock Ownership Plan is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rumsey Construction Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Rumsey Construction Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Rumsey Construction Employee Stock Ownership Plan reported participants fell from 86 in the plan year 2022 filing to 84 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 800868003 · Rumsey Construction, Inc. PY 2023 · ESOP

Rumsey Construction Employee Stock Ownership Plan · $6M · 84 · 48th

  • RANK $6M
  • PHOTO 84
  • IND 48th
  • EOY ESOP
  • 5500 near Shalley-Dibble, Inc. Dba the Enginering Enterprise Employee Stock Ownership Plan & Trust
  • ASSETS ind #4138

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 Texas →

Rumsey Construction Employee Stock Ownership Plan in the asset neighbourhood

Hydro-Chem Systems, Inc. Employee Stock Ownership PlanHydro-Chem Systems, Inc. Emp…$6MRumsey Construction Employee Stock Ownership PlanRumsey Construction Employee…$6MShalley-Dibble, Inc. Dba the Enginering Enterprise Employee Stock Ownership Plan & TrustShalley-Dibble, Inc. Dba the…$6MPool Covers, Inc. Employee Stock Ownership TrustPool Covers, Inc. Employee S…$6MHunter-Davisson, Inc. Employee Stock Ownership PlanHunter-Davisson, Inc. Employ…$6M
End-of-year total assets ($M) among Rumsey Construction Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Rumsey Construction, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Rumsey Construction, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 252.05479452054794% vs 2022
2024 filing year
$0M$5M$10M$15M$20M$25M 202220232024 $5.48M $19.3M ▲ +251.6%
Year Plans Participants Total Assets
2022 1 86 $5M
2023 1 84 $6M
2024 1 83 $19M

Rumsey Construction, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)-$12M
Net Income$1M
Employer EIN800868003
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Rumsey Construction Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Rumsey Construction Employee Stock Ownership Plan, Total assets ($B): 0.005925 · Participants: 84Rumsey Construction Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Rumsey Construction Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Rumsey Construction Employee Stock Ownership Plan side-by-side with 3 peers →

Rumsey Construction Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Shalley-Dibble, Inc. Dba the Enginering Enterprise Employee Stock Ownership Plan & Trust in CA ($6M); by covered participants it is Carpetland USA Milwaukee, Inc. Employee Stock Ownership Plan in WI (84 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (84 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 Rumsey Construction Employee Stock Ownership Plan assets move in 2023? ▼
Rumsey Construction Employee Stock Ownership Plan grew at a solid clip - up 8.2% during 2023, from $5M to $6M. Reported net income was $1M.
How have Rumsey Construction, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rumsey Construction, Inc.'s sponsor-wide assets grew 252.1%, from $5M to $19M.
Which ESOP plans are similar in size to Rumsey Construction Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Shalley-Dibble, Inc. Dba the Enginering Enterprise Employee Stock Ownership Plan & Trust in CA ($6M, 45 participants).
Which ESOP plans cover a similar participant headcount to Rumsey Construction Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Carpetland USA Milwaukee, Inc. Employee Stock Ownership Plan in WI (84 participants, $11M 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 800868003.

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.