ESOP · DOL Form 5500 · 2023

Richard, Wayne & Roberts, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
43
Participants Small participant base
48th
Percentile by assets National rank
$141,163
Avg per participant Near avg balance/head
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Official DOL plan name: Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan · Sponsored by Richard, Wayne & Roberts, Inc. · Texas · Administrative & Support Services

$6M in assets, 43 participants

Richard, Wayne & Roberts, Inc.'s Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan reported $6M in total assets and 43 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.

  • #3,035 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan ranks #3,035 of 4,372 2023 filers by assets (475% of the sector average)-$6M for 43 participants.

#3,035
in Administrative & Support Services (4,372 peers)
+34.9%
assets growth YoY

Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Administrative & Support Services and all filers

Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$6,070,000 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

Richard, Wayne & Roberts, Inc. 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. Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan reported net income rose from $906K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Richard, Wayne & Roberts, Inc. 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.
  • Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan reported participants rose from 40 in the plan year 2022 filing to 43 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 760686681 · Richard, Wayne & Roberts, Inc. PY 2023 · ESOP

Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan · $6M · 43 · 48th

  • EBSA $6M
  • EBSA 43
  • EBSA 48th
  • EBSA ESOP
  • EBSA near Hill Wood Products, Inc. Employee Stock Ownership Plan
  • EBSA ind #3035

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 →

Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Richard, Wayne & Roberts, Inc. Employee Stock Ownership PlanRichard, Wayne & Roberts, In…$6MHill Wood Products, Inc. Employee Stock Ownership PlanHill Wood Products, Inc. Emp…$6MM.J. Wells & Associates, Inc. Employee Stock Ownership PlanM.J. Wells & Associates, Inc…$6MHigman Equipment Company, Inc. Employee Stock Ownership Plan and Trust AgreementHigman Equipment Company, In…$6MNational Spinning Co., Inc. Employee Stock Ownership PlanNational Spinning Co., Inc. …$6M
End-of-year total assets ($M) among Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income$2M
Employer EIN760686681
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Richard, Wayne & Roberts, Inc.)

Sponsor-wide plan assets over time

All Richard, Wayne & Roberts, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 31.555555555555554% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.5M $5.92M ▲ +31.6%
Year Plans Participants Total Assets
2022 1 40 $5M
2023 1 43 $6M
2024 1 50 $6M

Nearby ESOP Plans in Texas

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

Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00607 · Participants: 43Richard, Wayne & Roberts, Inc. 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
Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Texas, the nearest ESOP by assets is Hill Wood Products, Inc. Employee Stock Ownership Plan in MN ($6M); by covered participants it is Geotex Construction Services, Inc. Employee Stock Ownership Plan in OH (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 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 Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan surged - up 34.9% during 2023, from $5M to $6M. Reported net income was $2M.
How have Richard, Wayne & Roberts, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard, Wayne & Roberts, Inc.'s sponsor-wide assets grew 31.6%, from $5M to $6M.
Which ESOP plans are similar in size to Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hill Wood Products, Inc. Employee Stock Ownership Plan in MN ($6M, 30 participants).
Which ESOP plans cover a similar participant headcount to Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Geotex Construction Services, Inc. Employee Stock Ownership Plan in OH (43 participants, $5M 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 760686681.

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.