ESOP · DOL Form 5500 · 2023

R & R Millwork, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
38
Participants Small participant base
63rd
Percentile by assets National rank
$319,563
Avg per participant High balance/head
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Official DOL plan name: R & R Millwork, Inc. Employee Stock Ownership Plan · Sponsored by R & R Millwork, Inc. · Texas · Manufacturing

$12M in assets, 38 participants

R & R Millwork, Inc.'s R & R Millwork, Inc. Employee Stock Ownership Plan reported $12M in total assets and 38 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #9,364 in Manufacturing (18,722 peers)

R & R Millwork, Inc. multi-year trail

R & R Millwork, Inc.'s plans moved +56.0% in assets from 2022 to 2024; this filing shows R & R Millwork, Inc. Employee Stock Ownership Plan at $12M / 38 participants.

#9,364
in Manufacturing (18,722 peers)
+30.6%
assets growth YoY

R & R Millwork, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

R & R Millwork, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$12,143,385 Top 37% higher than 63% 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

R & R Millwork, 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. R & R Millwork, Inc. Employee Stock Ownership Plan is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • R & R Millwork, Inc. Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • R & R Millwork, Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • R & R Millwork, Inc. Employee Stock Ownership Plan reported participants rose from 35 in the plan year 2022 filing to 38 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 752678575 · R & R Millwork, Inc. PY 2023 · ESOP

R & R Millwork, Inc. Employee Stock Ownership Plan · $12M · 38 · 63rd

  • NET $12M
  • NET 38
  • NET 63rd
  • NET ESOP
  • NET near Louisiana Companies Employee Stock Ownership Plan
  • NET ind #9364

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 →

R & R Millwork, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Floturn, Inc Employee Stock Ownership PlanFloturn, Inc Employee Stock …$12MPickering, Inc. Employee Stock Ownership PlanPickering, Inc. Employee Sto…$12MR & R Millwork, Inc. Employee Stock Ownership PlanR & R Millwork, Inc. Employe…$12MLouisiana Companies Employee Stock Ownership PlanLouisiana Companies Employee…$12MRecon Management Services, Inc. Employee Stock Ownership PlanRecon Management Services, I…$12M
End-of-year total assets ($M) among R & R Millwork, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

R & R Millwork, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All R & R Millwork, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 56.014400037684275% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.3M $14.5M ▲ +56.0%
Year Plans Participants Total Assets
2022 1 35 $9M
2023 1 38 $12M
2024 1 43 $15M

R & R Millwork, Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN752678575
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

R & R Millwork, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants R & R Millwork, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.012143385 · Participants: 38R & R Millwork, 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
R & R Millwork, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare R & R Millwork, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Texas, the nearest ESOP by assets is Louisiana Companies Employee Stock Ownership Plan in LA ($12M); by covered participants it is Inberg-Miller Engineers Employee Stock Ownership Plan in WY (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 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 R & R Millwork, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
R & R Millwork, Inc. Employee Stock Ownership Plan surged - up 30.6% during 2023, from $9M to $12M. Reported net income was $3M.
How have R & R Millwork, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R & R Millwork, Inc.'s sponsor-wide assets grew 56.0%, from $9M to $15M.
Which ESOP plans are similar in size to R & R Millwork, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Louisiana Companies Employee Stock Ownership Plan in LA ($12M, 39 participants).
Which ESOP plans cover a similar participant headcount to R & R Millwork, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Inberg-Miller Engineers Employee Stock Ownership Plan in WY (38 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 752678575.

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.