ESOP · DOL Form 5500 · 2023
Rm Resources, Inc. ESOP
Data updated 2026-08-11
- $24M
- Total assets
- 111
- Participants
- 76th
- Percentile by assets
- $215,984
- Avg per participant
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.
- 76th percentile by assets (of 127,072 plans)
- #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.
- $24M
- total plan assets (2023 EOY)
- 111
- covered participants
- 76th
- percentile by assets (of 127,072 plans)
- $215,984
- avg assets per participant
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.
Where Rm Resources Employee Stock Ownership Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
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.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Rm Resources Employee Stock Ownership Plan reports 111 participants - about 20% of that state average ($24M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | -$76K |
| Employer EIN | 844068217 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rm Resources, Inc.)
| 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
- Schreiber Foods, Inc. Employee Stock Ownership Plan $3.6B · 6,108
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $700M · 2,837
- Ki Employee Stock Ownership Plan $511M · 1,624
- Trachte Building Systems Employee Stock Ownership Plan $331M · 228
- Wausau Supply Company Employee Stock Ownership Plan $315M · 808
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Rm Resources Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Rm Resources Employee Stock Ownership Plan assets move in 2023? ▼
How have Rm Resources, Inc. plan assets changed over time? ▼
Where does Rm Resources Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Rm Resources Employee Stock Ownership Plan? ▼
Next read for Rm Resources Employee Stock Ownership Pl…
Filing takeaways
Ways to act on Rm Resources Employee Stock Ownership Plan's numbers.
- By total assets, Rm Resources Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Wisconsin. Compare plans
- Rm Resources, Inc.'s sponsor-wide assets have grown 25.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans