ESOP · DOL Form 5500 · 2023

RETTEW ESOP

Data updated 2026-08-25

$16M
Total assets Small plan by assets
284
Participants Below avg headcount
69th
Percentile by assets National rank
$56,748
Avg per participant Low balance/head
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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.

  • #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.

#13,828
in Professional & Technical Services (20,321 peers)
+23.3%
assets growth YoY

Rettew Employee Stock Ownership Plan Trust's outsized position by total assets

Rettew Employee Stock Ownership Plan Trust vs every filed plan by assets

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

$16,116,508 Top 31% higher than 69% 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

Rettew Employee Stock Ownership Plan Trust 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. Rettew Employee Stock Ownership Plan Trust sits mid-pack in the medium band (284 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 231712637 · RETTEW PY 2023 · ESOP

Rettew Employee Stock Ownership Plan Trust · $16M · 284 · 69th

  • BOY $16M
  • BOY 284
  • BOY 69th
  • BOY ESOP
  • BOY near Dale Medical Products Employee Stock Ownership Plan
  • BOY ind #13828

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 Pennsylvania →

Rettew Employee Stock Ownership Plan Trust in the asset neighbourhood

Norair Engineering Corp. Employee Stock Ownership PlanNorair Engineering Corp. Emp…$16MRettew Employee Stock Ownership Plan TrustRettew Employee Stock Owners…$16MDale Medical Products Employee Stock Ownership PlanDale Medical Products Employ…$16MDurham & Bates Agencies, Inc. Employee Stock Ownership PlanDurham & Bates Agencies, Inc…$16MAlpine Snowguards Employee Stock Ownership PlanAlpine Snowguards Employee S…$16M
End-of-year total assets ($M) among Rettew Employee Stock Ownership Plan Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)-$4M
Net Income$4M
Employer EIN231712637
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (RETTEW)

Sponsor-wide plan assets over time

All RETTEW plans reported in each filing year

Latest sponsor-wide plan assets
$63M 31.93487320143501% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $48M $63.3M ▲ +31.9%
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 Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Rettew Employee Stock Ownership Plan Trust, Total assets ($B): 0.016116508 · Participants: 284Rettew Employee Stock Ownership Plan TrustWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
Rettew Employee Stock Ownership Plan Trust vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Rettew Employee Stock Ownership Plan Trust side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Dale Medical Products Employee Stock Ownership Plan in MA ($16M); by covered participants it is Isaacson Miller, Inc. Employee Stock Ownership Plan in MA (284 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (284 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 Rettew Employee Stock Ownership Plan Trust assets move in 2023? ▼
Rettew Employee Stock Ownership Plan Trust grew sharply - up 23.3% during 2023, from $13M to $16M. Reported net income was $4M.
How have RETTEW plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), RETTEW's sponsor-wide assets grew 31.9%, from $48M to $63M.
Which ESOP plans are similar in size to Rettew Employee Stock Ownership Plan Trust? ▼
Among ESOP plans in other states, the closest by assets is Dale Medical Products Employee Stock Ownership Plan in MA ($16M, 56 participants).
Which ESOP plans cover a similar participant headcount to Rettew Employee Stock Ownership Plan Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Isaacson Miller, Inc. Employee Stock Ownership Plan in MA (284 participants, $31M 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 231712637.

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.