ESOP · DOL Form 5500 · 2023

Jerome H. Rhoads, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
172
Participants Small participant base
38th
Percentile by assets National rank
$20,581
Avg per participant Low balance/head
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Official DOL plan name: Jerome H. Rhoads, Inc. Employee Stock Ownership Plan · Sponsored by Jerome H. Rhoads, Inc. · Pennsylvania · Wholesale Trade

$4M in assets, 172 participants

Jerome H. Rhoads, Inc.'s Jerome H. Rhoads, Inc. Employee Stock Ownership Plan reported $4M in total assets and 172 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.

  • #1,718 in Wholesale Trade (6,309 peers)

Coverage in Pennsylvania

Jerome H. Rhoads, Inc. Employee Stock Ownership Plan covers 172 participants in Pennsylvania, about 21% of the average Pennsylvania filer (state average ~822 per filing). Assets: $4M.

#1,718
in Wholesale Trade (6,309 peers)
-10.4%
assets change YoY

The plan reported a net loss of $83K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jerome H. Rhoads, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Jerome H. Rhoads, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,539,968 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

Jerome H. Rhoads, 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. Jerome H. Rhoads, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (172 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jerome H. Rhoads, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2022 filing to -$83K in the plan year 2023 filing.
  • Jerome H. Rhoads, Inc. Employee Stock Ownership Plan end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Jerome H. Rhoads, Inc. Employee Stock Ownership Plan reported participants rose from 156 in the plan year 2022 filing to 172 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 231521282 · Jerome H. Rhoads, Inc. PY 2023 · ESOP

Jerome H. Rhoads, Inc. Employee Stock Ownership Plan · $4M · 172 · 38th

  • BOOK $4M
  • VS-ST 172
  • BOY 38th
  • SCH ESOP
  • EBSA near St. Michael's Inc. Employee Stock Ownership Plan
  • PART ind #1718

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 →

Jerome H. Rhoads, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Jerome H. Rhoads, Inc. Employee Stock Ownership PlanJerome H. Rhoads, Inc. Emplo…$4MSt. Michael's Inc. Employee Stock Ownership PlanSt. Michael's Inc. Employee …$4MOaktree Employee Stock Ownership PlanOaktree Employee Stock Owner…$4MCommunity First Bank Employee Stock Ownership PlanCommunity First Bank Employe…$4MAlexander Clark, Inc. Employee Stock Ownership Plan and TrustAlexander Clark, Inc. Employ…$4M
End-of-year total assets ($M) among Jerome H. Rhoads, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$919K
Net Income-$83K
Employer EIN231521282
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jerome H. Rhoads, Inc.)

Sponsor-wide plan assets over time

All Jerome H. Rhoads, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 22.341782662520004% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.8M $12M ▲ +22.3%
Year Plans Participants Total Assets
2022 2 314 $10M
2023 2 340 $11M
2024 2 329 $12M

Nearby ESOP Plans in Pennsylvania

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

Jerome H. Rhoads, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Jerome H. Rhoads, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.003539968 · Participants: 172Jerome H. Rhoads, 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
Jerome H. Rhoads, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Jerome H. Rhoads, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Jerome H. Rhoads, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is St. Michael's Inc. Employee Stock Ownership Plan in VA ($4M); by covered participants it is Davidson Technologies, Inc. Employee Stock Ownership Plan in AL (172 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (172 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 Jerome H. Rhoads, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Jerome H. Rhoads, Inc. Employee Stock Ownership Plan pulled back noticeably - down 10.4% during 2023, from $4M to $4M. Reported net income was -$83K.
How have Jerome H. Rhoads, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jerome H. Rhoads, Inc.'s sponsor-wide assets grew 22.3%, from $10M to $12M.
Which ESOP plans are similar in size to Jerome H. Rhoads, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is St. Michael's Inc. Employee Stock Ownership Plan in VA ($4M, 96 participants).
Which ESOP plans cover a similar participant headcount to Jerome H. Rhoads, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Davidson Technologies, Inc. Employee Stock Ownership Plan in AL (172 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 231521282.

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.