ESOP · DOL Form 5500 · 2023

Rehabilitation Associates, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
240
Participants Below avg headcount
58th
Percentile by assets National rank
$40,338
Avg per participant Low balance/head
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Official DOL plan name: Rehabilitation Associates, Inc. Employee Stock Ownership Plan · Sponsored by Rehabilitation Associates, Inc. · Connecticut · Healthcare & Social Assistance

$10M in assets, 240 participants

Rehabilitation Associates, Inc.'s Rehabilitation Associates, Inc. Employee Stock Ownership Plan reported $10M in total assets and 240 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,234 in Healthcare & Social Assistance (17,684 peers)

Coverage in Connecticut

Rehabilitation Associates, Inc. Employee Stock Ownership Plan covers 240 participants in Connecticut, about 33% of the average Connecticut filer (state average ~718 per filing). Assets: $10M.

#11,234
in Healthcare & Social Assistance (17,684 peers)
+39.2%
assets growth YoY

Rehabilitation Associates, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

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

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

$9,681,211 Top 42% higher than 58% 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

Rehabilitation Associates, Inc. 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. Rehabilitation Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (240 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rehabilitation Associates, Inc. Employee Stock Ownership Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Rehabilitation Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Rehabilitation Associates, Inc. Employee Stock Ownership Plan reported participants fell from 247 in the plan year 2022 filing to 240 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 061109649 · Rehabilitation Associates, Inc. PY 2023 · ESOP

Rehabilitation Associates, Inc. Employee Stock Ownership Plan · $10M · 240 · 58th

  • ASSETS $10M
  • ASSETS 240
  • ASSETS 58th
  • ASSETS ESOP
  • ASSETS near Southern Fire Protection of Orlando, Inc. Employee Stock Ownership Plan
  • ASSETS ind #11234

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 Connecticut →

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

Access Sciences Corporation Employee Stock Ownership PlanAccess Sciences Corporation …$10MWarren G. Bender Co. Employee Stock Ownership PlanWarren G. Bender Co. Employe…$10MRehabilitation Associates, Inc. Employee Stock Ownership PlanRehabilitation Associates, I…$10MSouthern Fire Protection of Orlando, Inc. Employee Stock Ownership PlanSouthern Fire Protection of …$10MAnchor Paper Company Employee Stock Ownership Plan & TrustAnchor Paper Company Employe…$10M
End-of-year total assets ($M) among Rehabilitation Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income$3M
Employer EIN061109649
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rehabilitation Associates, Inc.)

Sponsor-wide plan assets over time

All Rehabilitation Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 41.23118513616462% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.7M $33.4M ▲ +41.2%
Year Plans Participants Total Assets
2022 2 491 $24M
2023 2 495 $30M
2024 2 485 $33M

Nearby ESOP Plans in Connecticut

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

Rehabilitation Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 0100200300400500600 -1000100200300400 Total assets ($M) Participants Rehabilitation Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 9.681211 · Participants: 240Rehabilitation Associates, Inc. Employee Stock Ownership PlanMott Corporation Employee Stock Ownership Plan, Total assets ($M): 360.458407 · Participants: 269Mott Corporation Employee Stock Ownership PlanSonalysts, Inc. Employee Stock Ownership Plan, Total assets ($M): 125.286205 · Participants: 418Sonalysts, Inc. Employee Stock Ownership PlanBl Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 113.226057 · Participants: 323Bl Companies, Inc. Employee Stock Ownership PlanEurpac Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 96.349012 · Participants: 529Eurpac Service, Inc. Employee Stock Ownership PlanTwin Mro Employee Stock Ownership Plan, Total assets ($M): 82.993881 · Participants: 93Twin Mro Employee Stock Ownership Plan
Rehabilitation Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants
Compare Rehabilitation Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest ESOP by assets is Southern Fire Protection of Orlando, Inc. Employee Stock Ownership Plan in FL ($10M); by covered participants it is E&m Logistics Inc. Employee Stock Ownership Plan in NY (240 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (240 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 Rehabilitation Associates, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Rehabilitation Associates, Inc. Employee Stock Ownership Plan surged - up 39.2% during 2023, from $7M to $10M. Reported net income was $3M.
How have Rehabilitation Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rehabilitation Associates, Inc.'s sponsor-wide assets grew 41.2%, from $24M to $33M.
Which ESOP plans are similar in size to Rehabilitation Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Southern Fire Protection of Orlando, Inc. Employee Stock Ownership Plan in FL ($10M, 55 participants).
Which ESOP plans cover a similar participant headcount to Rehabilitation Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is E&m Logistics Inc. Employee Stock Ownership Plan in NY (240 participants, $19M 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 061109649.

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.