ESOP · DOL Form 5500 · 2023

Fire & Risk Alliance Holdings, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
35
Participants Small participant base
39th
Percentile by assets National rank
$103,160
Avg per participant Below avg balance/head
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Official DOL plan name: Fire & Risk Alliance Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Fire & Risk Alliance Holdings, Inc. · Pennsylvania · Management of Enterprises

$4M in assets, 35 participants

Fire & Risk Alliance Holdings, Inc.'s Fire & Risk Alliance Holdings, Inc. Employee Stock Ownership Plan reported $4M in total assets and 35 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #263 in Management of Enterprises (1,137 peers)

Fire & Risk Alliance Holdings, Inc. multi-year trail

Fire & Risk Alliance Holdings, Inc.'s plans moved +80.5% in assets from 2022 to 2024; this filing shows Fire & Risk Alliance Holdings, Inc. Employee Stock Ownership Plan at $4M / 35 participants.

#263
in Management of Enterprises (1,137 peers)
+63.7%
assets growth YoY

Fire & Risk Alliance Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Management of Enterprises and all filers

Fire & Risk Alliance Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,610,597 39th percentile higher than 39% 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

Fire & Risk Alliance Holdings, 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. Fire & Risk Alliance Holdings, Inc. Employee Stock Ownership Plan is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fire & Risk Alliance Holdings, Inc. Employee Stock Ownership Plan reported net income rose from -$508K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Fire & Risk Alliance Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Fire & Risk Alliance Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 33 in the plan year 2022 filing to 35 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 881328633 · Fire & Risk Alliance Holdings, Inc. PY 2023 · ESOP

Fire & Risk Alliance Holdings, Inc. Employee Stock Ownership Plan · $4M · 35 · 39th

  • PART $4M
  • TYPE 35
  • NET 39th
  • BOOK ESOP
  • VS-ST near Kennon Products, Inc. Employee Stock Ownership Plan
  • BOY ind #263

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 →

Fire & Risk Alliance Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Fire & Risk Alliance Holdings, Inc. Employee Stock Ownership PlanFire & Risk Alliance Holding…$4MKennon Products, Inc. Employee Stock Ownership PlanKennon Products, Inc. Employ…$4MFlow Tech, Inc. Employee Stock Ownership PlanFlow Tech, Inc. Employee Sto…$4MVsf/Ever Fresh Employee Stock Ownership PlanVsf/Ever Fresh Employee Stoc…$4MB.M.W. Precision Machining, Inc. Employee Stock Ownership PlanB.M.W. Precision Machining, …$4M
End-of-year total assets ($M) among Fire & Risk Alliance Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Fire & Risk Alliance Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Fire & Risk Alliance Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 80.53373801143394% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.21M $3.98M ▲ +80.1%
Year Plans Participants Total Assets
2022 1 33 $2M
2023 1 35 $4M
2024 1 36 $4M

Fire & Risk Alliance Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income$2M
Employer EIN881328633
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Fire & Risk Alliance Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Fire & Risk Alliance Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.003610597 · Participants: 35Fire & Risk Alliance Holdings, 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
Fire & Risk Alliance Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Fire & Risk Alliance Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Fire & Risk Alliance Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Kennon Products, Inc. Employee Stock Ownership Plan in WY ($4M); by covered participants it is Albert Arno, Incorporated Employee Stock Ownership Plan in MO (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 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 Fire & Risk Alliance Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Fire & Risk Alliance Holdings, Inc. Employee Stock Ownership Plan surged - up 63.7% during 2023, from $2M to $4M. Reported net income was $2M.
How have Fire & Risk Alliance Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fire & Risk Alliance Holdings, Inc.'s sponsor-wide assets grew 80.5%, from $2M to $4M.
Which ESOP plans are similar in size to Fire & Risk Alliance Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Kennon Products, Inc. Employee Stock Ownership Plan in WY ($4M, 54 participants).
Which ESOP plans cover a similar participant headcount to Fire & Risk Alliance Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Albert Arno, Incorporated Employee Stock Ownership Plan in MO (35 participants, $5M 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 881328633.

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.