ESOP · DOL Form 5500 · 2023
Ricondo & Associates, Inc. ESOP
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 157
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $176,587
- Avg per participant Above avg balance/head
Official DOL plan name: Ricondo & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Ricondo & Associates, Inc. · Illinois · Professional & Technical Services
$28M in assets, 157 participants
Ricondo & Associates, Inc.'s Ricondo & Associates, Inc. Employee Stock Ownership Plan reported $28M in total assets and 157 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #15,936 in Professional & Technical Services (20,321 peers)
Coverage in Illinois
Ricondo & Associates, Inc. Employee Stock Ownership Plan covers 157 participants in Illinois, about 20% of the average Illinois filer (state average ~779 per filing). Assets: $28M.
- #15,936
- in Professional & Technical Services (20,321 peers)
- +32.9%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Ricondo & Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets
Ricondo & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,724,143 Top 22% higher than 78% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Ricondo & Associates, 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. Ricondo & Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (157 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ricondo & Associates, Inc. Employee Stock Ownership Plan reported net income rose from $885K in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Ricondo & Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $21M in the plan year 2022 filing to $28M in the plan year 2023 filing.
- Ricondo & Associates, Inc. Employee Stock Ownership Plan reported participants fell from 162 in the plan year 2022 filing to 157 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 363663903 · Ricondo & Associates, Inc. PY 2023 · ESOP
Ricondo & Associates, Inc. Employee Stock Ownership Plan · $28M · 157 · 78th
- NET $28M
- NET 157
- NET 78th
- NET ESOP
- NET near Zealandia Holding Company, Inc. Employee Stock Ownership Plan
- NET ind #15936
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 Illinois →
Ricondo & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $7M |
| Employer EIN | 363663903 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ricondo & Associates, Inc.)
Sponsor-wide plan assets over time
All Ricondo & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $105M 37.79858920549392% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 320 | $77M |
| 2023 | 2 | 314 | $94M |
| 2024 | 2 | 335 | $105M |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Amsted Industries Incorporated Employees' Stock Ownership Plan $4.4B · 4,738
- Kehe Distributors, Inc. Employee Stock Ownership Plan $1.6B · 4,251
- Scot Forge Company Employee Stock Ownership Plan $1.2B · 486
- Bdo USA Employee Stock Ownership Plan $915M · 10,168
- Bdo USA Employee Stock Ownership Plan $915M · 10,168
Ricondo & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Illinois, the nearest ESOP by assets is Zealandia Holding Company, Inc. Employee Stock Ownership Plan in NC ($28M); by covered participants it is Cornerstone Systems, Inc. Employee Stock Ownership Plan in TN (157 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
- Zealandia Holding Company, Inc. Employee Stock Ownership Plan (NC) $28M · 263
- Arrow Financial Corporation Employee Stock Ownership Plan (NY) $28M · 403
- Midwest Mole, Inc. Employee Stock Ownership Plan and Trust Agreement (IN) $28M · 62
- Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust (MN) $28M · 113
Similar participant headcount
Nearest other-state filings by covered participants (157 participants); asset peers above are excluded.
- Cornerstone Systems, Inc. Employee Stock Ownership Plan (TN) 157 · 0 off
- Warwick Plumbing and Heating Corporation Employee Stock Ownership Plan (VA) 157 · 0 off
- Northern Habilitative Services Employee Stock Ownership Plan (MN) 157 · 0 off
- Southwestern Financial Corporation Employee Stock Ownership Plan (AZ) 157 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.