ESOP · DOL Form 5500 · 2023

Rees Associates, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
48
Participants Small participant base
32nd
Percentile by assets National rank
$49,083
Avg per participant Low balance/head
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Official DOL plan name: Rees Associates, Inc. Employee Stock Ownership Plan · Sponsored by Rees Associates, Inc. · Oklahoma · Professional & Technical Services

$2M in assets, 48 participants

Rees Associates, Inc.'s Rees Associates, Inc. Employee Stock Ownership Plan reported $2M in total assets and 48 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,836 in Professional & Technical Services (20,321 peers)

Rees Associates, Inc. multi-year trail

Rees Associates, Inc.'s plans moved +60.8% in assets from 2022 to 2024; this filing shows Rees Associates, Inc. Employee Stock Ownership Plan at $2M / 48 participants.

#5,836
in Professional & Technical Services (20,321 peers)
+37.8%
assets growth YoY

Rees Associates, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Rees Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,356,002 32nd percentile higher than 32% 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

Rees Associates, 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. Rees Associates, Inc. Employee Stock Ownership Plan is a small filing (48 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rees Associates, Inc. Employee Stock Ownership Plan reported net income rose from $62K in the plan year 2022 filing to $647K in the plan year 2023 filing.
  • Rees Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Rees Associates, Inc. Employee Stock Ownership Plan reported participants fell from 50 in the plan year 2022 filing to 48 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 730992452 · Rees Associates, Inc. PY 2023 · ESOP

Rees Associates, Inc. Employee Stock Ownership Plan · $2M · 48 · 32nd

  • PHOTO $2M
  • PHOTO 48
  • PHOTO 32nd
  • PHOTO ESOP
  • PHOTO near Prost Builders Employee Stock Ownership Plan
  • PHOTO ind #5836

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 Oklahoma →

Rees Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Rees Associates, Inc. Employee Stock Ownership PlanRees Associates, Inc. Employ…$2MProst Builders Employee Stock Ownership PlanProst Builders Employee Stoc…$2MAyoub & Associates, Inc. Employee Stock Ownership PlanAyoub & Associates, Inc. Emp…$2MKatz & Associates, Inc. Employee Stock Ownership PlanKatz & Associates, Inc. Empl…$2MThe Peoples Bank Employee Stock Ownership PlanThe Peoples Bank Employee St…$2M
End-of-year total assets ($M) among Rees Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Rees Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Rees Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 60.8408040132793% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.71M $2.75M ▲ +60.8%
Year Plans Participants Total Assets
2022 1 50 $2M
2023 1 48 $2M
2024 1 50 $3M

Rees Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$647K
Employer EIN730992452
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Oklahoma

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

Rees Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400 Total assets ($M) Participants Rees Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 2.356002 · Participants: 48Rees Associates, Inc. Employee Stock Ownership PlanLocke Supply Co. Employee Stock Ownership Plan, Total assets ($M): 310.564256 · Participants: 1300Locke Supply Co. Employee Stock Ownership PlanInternational Chemical Company Employee Stock Ownership Plan, Total assets ($M): 232.047343 · Participants: 62International Chemical Company Employee Stock Ownership PlanMetro Builders Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 155.427941 · Participants: 1305Metro Builders Supply, Inc. Employee Stock Ownership PlanBancfirst Corporation Employee Stock Ownership Plan, Total assets ($M): 147.218916 · Participants: 1631Bancfirst Corporation Employee Stock Ownership PlanAberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 118.222563 · Participants: 132Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan
Rees Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants
Compare Rees Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Rees Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oklahoma, the nearest ESOP by assets is Prost Builders Employee Stock Ownership Plan in MO ($2M); by covered participants it is Chouteau Hospitality Group, Inc. Employee Stock Ownership Plan in MO (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 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 Rees Associates, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Rees Associates, Inc. Employee Stock Ownership Plan surged - up 37.8% during 2023, from $2M to $2M. Reported net income was $647K.
How have Rees Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rees Associates, Inc.'s sponsor-wide assets grew 60.8%, from $2M to $3M.
Which ESOP plans are similar in size to Rees Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Prost Builders Employee Stock Ownership Plan in MO ($2M, 18 participants).
Which ESOP plans cover a similar participant headcount to Rees Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Chouteau Hospitality Group, Inc. Employee Stock Ownership Plan in MO (48 participants, N/A 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 730992452.

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.