ESOP · DOL Form 5500 · 2023

Fieldman, Rolapp & Associates, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
16
Participants Small participant base
33rd
Percentile by assets National rank
$148,318
Avg per participant Above avg balance/head
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Official DOL plan name: Fieldman, Rolapp & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Fieldman, Rolapp & Associates, Inc. · California · Professional & Technical Services

$2M in assets, 16 participants

Fieldman, Rolapp & Associates, Inc.'s Fieldman, Rolapp & Associates, Inc. Employee Stock Ownership Plan reported $2M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,850 in Professional & Technical Services (20,321 peers)

Fieldman, Rolapp & Associates, Inc. multi-year trail

Fieldman, Rolapp & Associates, Inc.'s plans moved -57.9% in assets from 2022 to 2024; this filing shows Fieldman, Rolapp & Associates, Inc. Employee Stock Ownership Plan at $2M / 16 participants.

#5,850
in Professional & Technical Services (20,321 peers)
+4.3%
assets growth YoY

Fieldman, Rolapp & Associates, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

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

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

$2,373,088 33rd percentile higher than 33% 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

Fieldman, Rolapp & 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. Fieldman, Rolapp & Associates, Inc. Employee Stock Ownership Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fieldman, Rolapp & Associates, Inc. Employee Stock Ownership Plan reported net income fell from $242K in the plan year 2022 filing to $98K in the plan year 2023 filing.
  • Fieldman, Rolapp & Associates, Inc. Employee Stock Ownership Plan reported participants rose from 15 in the plan year 2022 filing to 16 in the plan year 2023 filing.
  • Fieldman, Rolapp & Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 952920834 · Fieldman, Rolapp & Associates, Inc. PY 2023 · ESOP

Fieldman, Rolapp & Associates, Inc. Employee Stock Ownership Plan · $2M · 16 · 33rd

  • EBSA $2M
  • EBSA 16
  • EBSA 33rd
  • EBSA ESOP
  • EBSA near Lyon Video, Inc. Employee Stock Ownership Plan
  • EBSA ind #5850

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 California →

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

Lee Supply Corp. Employee Stock Ownership PlanLee Supply Corp. Employee St…$2MBechik Products Employee Stock Ownership PlanBechik Products Employee Sto…$2MFieldman, Rolapp & Associates, Inc. Employee Stock Ownership PlanFieldman, Rolapp & Associate…$2MLyon Video, Inc. Employee Stock Ownership PlanLyon Video, Inc. Employee St…$2MBeaudoin Electrical Construction, Inc. Employee Stock Ownership PlanBeaudoin Electrical Construc…$2M
End-of-year total assets ($M) among Fieldman, Rolapp & Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Fieldman, Rolapp & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$3M 57.905290701057254% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $7.01M $2.95M ▼ -57.9%
Year Plans Participants Total Assets
2022 2 33 $7M
2023 2 33 $8M
2024 1 16 $3M

Fieldman, Rolapp & Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$98K
Employer EIN952920834
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Fieldman, Rolapp & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Fieldman, Rolapp & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002373088 · Participants: 16Fieldman, Rolapp & Associates, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Fieldman, Rolapp & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Fieldman, Rolapp & Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Lyon Video, Inc. Employee Stock Ownership Plan in OH ($2M); by covered participants it is Tgc Consolidated Employee Stock Ownership Plan in AZ (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Fieldman, Rolapp & Associates, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Fieldman, Rolapp & Associates, Inc. Employee Stock Ownership Plan edged up modestly - up 4.3% during 2023, from $2M to $2M. Reported net income was $98K.
How have Fieldman, Rolapp & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fieldman, Rolapp & Associates, Inc.'s sponsor-wide assets declined 57.9%, from $7M to $3M.
Which ESOP plans are similar in size to Fieldman, Rolapp & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lyon Video, Inc. Employee Stock Ownership Plan in OH ($2M, 2 participants).
Which ESOP plans cover a similar participant headcount to Fieldman, Rolapp & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Tgc Consolidated Employee Stock Ownership Plan in AZ (16 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 952920834.

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.