ESOP · DOL Form 5500 · 2023

Rfd & Associates, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
30
Participants Small participant base
50th
Percentile by assets National rank
$227,134
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rfd & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Rfd & Associates, Inc. · Texas · Professional & Technical Services

$7M in assets, 30 participants

Rfd & Associates, Inc.'s Rfd & Associates, Inc. Employee Stock Ownership Plan reported $7M in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,920 in Professional & Technical Services (20,321 peers)

Rfd & Associates, Inc. multi-year trail

Rfd & Associates, Inc.'s plans moved +10.0% in assets from 2022 to 2024; this filing shows Rfd & Associates, Inc. Employee Stock Ownership Plan at $7M / 30 participants.

#9,920
in Professional & Technical Services (20,321 peers)
+2.6%
assets growth YoY

Rfd & Associates, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

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

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

$6,814,025 Top 50% higher than 50% 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

Rfd & 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. Rfd & Associates, Inc. Employee Stock Ownership Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rfd & Associates, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2022 filing to $174K in the plan year 2023 filing.
  • Rfd & Associates, Inc. Employee Stock Ownership Plan reported participants fell from 32 in the plan year 2022 filing to 30 in the plan year 2023 filing.
  • Rfd & Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 742736774 · Rfd & Associates, Inc. PY 2023 · ESOP

Rfd & Associates, Inc. Employee Stock Ownership Plan · $7M · 30 · 50th

  • PART $7M
  • TYPE 30
  • NET 50th
  • BOOK ESOP
  • VS-ST near Boston Brace International, Inc. Employee Stock Ownership Plan
  • BOY ind #9920

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 →

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

Polyonics, Inc. Employee Stock Ownership PlanPolyonics, Inc. Employee Sto…$7MBoston Brace International, Inc. Employee Stock Ownership PlanBoston Brace International, …$7MRfd & Associates, Inc. Employee Stock Ownership PlanRfd & Associates, Inc. Emplo…$7MFour Sea Group, Inc. Employee Stock Ownership PlanFour Sea Group, Inc. Employe…$7MValley City Sign Company Employee Stock Ownership PlanValley City Sign Company Emp…$7M
End-of-year total assets ($M) among Rfd & Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Rfd & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Rfd & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 10.001254565874271% vs 2022
2024 filing year
$6.4M$6.6M$6.8M$7M$7.2M$7.4M 202220232024 $6.64M $7.3M ▲ +9.9%
Year Plans Participants Total Assets
2022 1 32 $7M
2023 1 30 $7M
2024 1 28 $7M

Rfd & Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$174K
Employer EIN742736774
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Rfd & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Rfd & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.006814025 · Participants: 30Rfd & Associates, 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
Rfd & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Rfd & Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Texas, the nearest ESOP by assets is Boston Brace International, Inc. Employee Stock Ownership Plan in MA ($7M); by covered participants it is Blue Ridge Aquaculture, Inc. Employee Stock Ownership Plan in VA (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 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 Rfd & Associates, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Rfd & Associates, Inc. Employee Stock Ownership Plan edged up modestly - up 2.6% during 2023, from $7M to $7M. Reported net income was $174K.
How have Rfd & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rfd & Associates, Inc.'s sponsor-wide assets grew 10.0%, from $7M to $7M.
Which ESOP plans are similar in size to Rfd & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Boston Brace International, Inc. Employee Stock Ownership Plan in MA ($7M, 159 participants).
Which ESOP plans cover a similar participant headcount to Rfd & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Blue Ridge Aquaculture, Inc. Employee Stock Ownership Plan in VA (30 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 742736774.

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.