ESOP · DOL Form 5500 · 2023

Rm Resources, Inc. ESOP

Data updated 2026-08-25

$24M
Total assets Small plan by assets
111
Participants Small participant base
76th
Percentile by assets National rank
$215,984
Avg per participant Above avg balance/head
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Official DOL plan name: Rm Resources Employee Stock Ownership Plan · Sponsored by Rm Resources, Inc. · Wisconsin · Professional & Technical Services

$24M in assets, 111 participants

Rm Resources, Inc.'s Rm Resources Employee Stock Ownership Plan reported $24M in total assets and 111 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,463 in Professional & Technical Services (20,321 peers)

Coverage in Wisconsin

Rm Resources Employee Stock Ownership Plan covers 111 participants in Wisconsin, about 20% of the average Wisconsin filer (state average ~563 per filing). Assets: $24M.

#15,463
in Professional & Technical Services (20,321 peers)
+13.2%
assets growth YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $76K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rm Resources Employee Stock Ownership Plan's outsized position by total assets

Rm Resources Employee Stock Ownership Plan vs every filed plan by assets

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

$23,974,177 Top 24% higher than 76% 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

Rm Resources Employee Stock Ownership Plan 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. Rm Resources Employee Stock Ownership Plan sits mid-pack in the medium band (111 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rm Resources Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2022 filing to -$76K in the plan year 2023 filing.
  • Rm Resources Employee Stock Ownership Plan reported participants rose from 94 in the plan year 2022 filing to 111 in the plan year 2023 filing.
  • Rm Resources Employee Stock Ownership Plan end-of-year assets rose from $21M in the plan year 2022 filing to $24M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 844068217 · Rm Resources, Inc. PY 2023 · ESOP

Rm Resources Employee Stock Ownership Plan · $24M · 111 · 76th

  • EOY $24M
  • 5500 111
  • ASSETS 76th
  • PCT ESOP
  • EIN near Civil Engineering Services Company ESOP Plan
  • RANK ind #15463

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 Wisconsin →

Rm Resources Employee Stock Ownership Plan in the asset neighbourhood

Chas. W. Ashby Co., Inc. Employee Stock Ownership PlanChas. W. Ashby Co., Inc. Emp…$24MBsa Lifestructures, Inc. Employee Stock Ownership PlanBsa Lifestructures, Inc. Emp…$24MRm Resources Employee Stock Ownership PlanRm Resources Employee Stock …$24MCivil Engineering Services Company ESOP PlanCivil Engineering Services C…$24MLarusso Concrete, Inc Employee Stock Ownership Plan and TrustLarusso Concrete, Inc Employ…$24M
End-of-year total assets ($M) among Rm Resources Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$21M
Net Income-$76K
Employer EIN844068217
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rm Resources, Inc.)

Sponsor-wide plan assets over time

All Rm Resources, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 25.61631333884751% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $21.2M $26.6M ▲ +25.6%
Year Plans Participants Total Assets
2022 1 94 $21M
2023 1 111 $24M
2024 1 109 $27M

Nearby ESOP Plans in Wisconsin

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

Rm Resources Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Rm Resources Employee Stock Ownership Plan, Total assets ($B): 0.023974177 · Participants: 111Rm Resources Employee Stock Ownership PlanSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.551413763 · Participants: 6108Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.700244908 · Participants: 2837Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.511365241 · Participants: 1624Ki Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.331023295 · Participants: 228Trachte Building Systems Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.31506565 · Participants: 808Wausau Supply Company Employee Stock Ownership Plan
Rm Resources Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Rm Resources Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is Civil Engineering Services Company ESOP Plan in UT ($24M); by covered participants it is Progressive Bancorp, Inc. Employee Stock Ownership Plan in LA (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Rm Resources Employee Stock Ownership Plan assets move in 2023? ▼
Rm Resources Employee Stock Ownership Plan grew at a solid clip - up 13.2% during 2023, from $21M to $24M. Reported net income was -$76K.
How have Rm Resources, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rm Resources, Inc.'s sponsor-wide assets grew 25.6%, from $21M to $27M.
Where does Rm Resources Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Rm Resources Employee Stock Ownership Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Rm Resources Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Civil Engineering Services Company ESOP Plan in UT ($24M, 81 participants).
Which ESOP plans cover a similar participant headcount to Rm Resources Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Progressive Bancorp, Inc. Employee Stock Ownership Plan in LA (111 participants, $3M 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 844068217.

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.