ESOP · DOL Form 5500 · 2023

Reed Associates, Inc ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
8
Participants Small participant base
38th
Percentile by assets National rank
$443,789
Avg per participant High balance/head
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Official DOL plan name: Reed Associates, Inc. Employee Stock Ownership Plan · Sponsored by Reed Associates, Inc · Pennsylvania · Professional & Technical Services

$4M in assets, 8 participants

Reed Associates, Inc's Reed Associates, Inc. Employee Stock Ownership Plan reported $4M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,193 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Reed Associates, Inc. Employee Stock Ownership Plan holds $4M for 8 participants - about $443,789 per participant, in the lower half of filed plans by assets.

#7,193
in Professional & Technical Services (20,321 peers)
-0.9%
assets change YoY

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

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

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

$3,550,310 38th percentile higher than 38% 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

Reed Associates, Inc. Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Reed Associates, Inc. Employee Stock Ownership Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Reed Associates, Inc. Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2022 filing to $45K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 231895838 · Reed Associates, Inc PY 2023 · ESOP

Reed Associates, Inc. Employee Stock Ownership Plan · $4M · 8 · 38th

  • NET $4M
  • NET 8
  • NET 38th
  • NET ESOP
  • NET near Holt Lumber, Inc. Employee Stock Ownership Plan
  • NET ind #7193

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 Pennsylvania →

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

Reed Associates, Inc. Employee Stock Ownership PlanReed Associates, Inc. Employ…$4MHolt Lumber, Inc. Employee Stock Ownership PlanHolt Lumber, Inc. Employee S…$4MW. B. Young Co., Inc. Employee Stock Ownership PlanW. B. Young Co., Inc. Employ…$4MMaui Divers of Hawaii, Ltd. Employee Stock Ownership PlanMaui Divers of Hawaii, Ltd. …$4MGreenscapes Landscape Company, Inc. Employee Stock Ownership PlanGreenscapes Landscape Compan…$4M
End-of-year total assets ($M) among Reed Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$45K
Employer EIN231895838
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Reed Associates, Inc)

Sponsor-wide plan assets over time

All Reed Associates, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 8.67070035576099% vs 2022
2024 filing year
$3.2M$3.3M$3.4M$3.5M$3.6M$3.7M 202220232024 $3.58M $3.27M ▼ -8.7%
Year Plans Participants Total Assets
2022 1 8 $4M
2023 1 8 $4M
2024 1 8 $3M

Nearby ESOP Plans in Pennsylvania

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

Reed Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Reed Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00355031 · Participants: 8Reed Associates, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
Reed Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Reed Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Holt Lumber, Inc. Employee Stock Ownership Plan in CA ($4M); by covered participants it is Versailles Savings and Loan Company Employee Stock Ownership Plan in OH (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Reed Associates, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Reed Associates, Inc. Employee Stock Ownership Plan held essentially flat - down 0.9% during 2023, from $4M to $4M. Reported net income was $45K.
How have Reed Associates, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Reed Associates, Inc's sponsor-wide assets declined 8.7%, from $4M to $3M.
Which ESOP plans are similar in size to Reed Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Holt Lumber, Inc. Employee Stock Ownership Plan in CA ($4M, 34 participants).
Which ESOP plans cover a similar participant headcount to Reed Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Versailles Savings and Loan Company Employee Stock Ownership Plan in OH (8 participants, $614K 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 231895838.

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.