ESOP · DOL Form 5500 · 2023
RETTEW ESOP
Data updated 2026-08-11
- $16M
- Total assets
- 284
- Participants
- 69th
- Percentile by assets
- $56,748
- Avg per participant
Official DOL plan name: Rettew Employee Stock Ownership Plan Trust · Sponsored by RETTEW · Pennsylvania · Professional & Technical Services
$16M in assets, 284 participants
RETTEW's Rettew Employee Stock Ownership Plan Trust reported $16M in total assets and 284 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- 69th percentile by assets (of 127,072 plans)
- #13,828 in Professional & Technical Services (20,321 peers)
Coverage in Pennsylvania
Rettew Employee Stock Ownership Plan Trust covers 284 participants in Pennsylvania, about 35% of the average Pennsylvania filer (state average ~822 per filing). Assets: $16M.
- $16M
- total plan assets (2023 EOY)
- 284
- covered participants
- 69th
- percentile by assets (of 127,072 plans)
- $56,748
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Rettew Employee Stock Ownership Plan Trust reported net income rose from $77K in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Rettew Employee Stock Ownership Plan Trust end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Rettew Employee Stock Ownership Plan Trust reported participants fell from 292 in the plan year 2022 filing to 284 in the plan year 2023 filing.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Rettew Employee Stock Ownership Plan Trust reports 284 participants - about 35% of that state average ($16M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | -$4M |
| Net Income | $4M |
| Employer EIN | 231712637 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (RETTEW)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 559 | $48M |
| 2023 | 2 | 551 | $55M |
| 2024 | 2 | 578 | $63M |
Nearby ESOP Plans in Pennsylvania
Peer ESOP plans, same state, same plan type, ranked by total assets.
Rettew Employee Stock Ownership Plan Trust vs. nearby ESOP plans in Pennsylvania, assets vs. participants
- Wawa, Inc. Employee Stock Ownership Plan $5.3B · 42,695
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.6B · 342
- Centimark Corporation Employee Stock Ownership Plan and Trust $687M · 2,353
- Sheetz, Inc. Employee Stock Ownership Plan $686M · 13,858
- D & H Employee Stock Ownership Plan $289M · 1,461
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Rettew Employee Stock Ownership Plan Trust by total assets, not by location.
Frequently Asked Questions
How did Rettew Employee Stock Ownership Plan Trust assets move in 2023? ▼
How have RETTEW plan assets changed over time? ▼
Which ESOP plans are similar in size to Rettew Employee Stock Ownership Plan Trust? ▼
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Filing takeaways
Ways to act on Rettew Employee Stock Ownership Plan Trust's numbers.
- By total assets, Rettew Employee Stock Ownership Plan Trust ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
- RETTEW's sponsor-wide assets have grown 31.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans