ESOP · DOL Form 5500 · 2023

Rational 360, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
3
Participants Small participant base
61st
Percentile by assets National rank
$3.7M
Avg per participant High balance/head
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Official DOL plan name: Rational 360 Employee Stock Ownership Plan · Sponsored by Rational 360, Inc. · District of Columbia · Professional & Technical Services

$11M in assets, 3 participants

Rational 360, Inc.'s Rational 360 Employee Stock Ownership Plan reported $11M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,168 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Rational 360 Employee Stock Ownership Plan holds $11M for 3 participants - about $3.7M per participant, above the median plan by assets.

#12,168
in Professional & Technical Services (20,321 peers)
-$15M
reported net income

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rational 360 Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Rational 360 Employee Stock Ownership Plan vs every filed plan by assets

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

$11,169,500 Top 39% higher than 61% 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

Rational 360 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. Rational 360 Employee Stock Ownership Plan is a micro filing (3 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 275245422 · Rational 360, Inc. PY 2023 · ESOP

Rational 360 Employee Stock Ownership Plan · $11M · 3 · 61st

  • VS-ST $11M
  • VS-ST 3
  • VS-ST 61st
  • VS-ST ESOP
  • VS-ST near Global Prairie Employee Stock Ownership Plan
  • VS-ST ind #12168

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 District of Columbia →

Rational 360 Employee Stock Ownership Plan in the asset neighbourhood

Rational 360 Employee Stock Ownership PlanRational 360 Employee Stock …$11MGlobal Prairie Employee Stock Ownership PlanGlobal Prairie Employee Stoc…$11MBemidji Aviation Services, Inc. ESOP.Bemidji Aviation Services, I…$11MAdvanced Welding & Steel Employee Stock Ownership Plan and TrustAdvanced Welding & Steel Emp…$11MIllinois Oil Marketing Equipment, Inc. Employee Stock Ownership Plan and TrustIllinois Oil Marketing Equip…$11M
End-of-year total assets ($M) among Rational 360 Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$15M
Net Income-$15M
Employer EIN275245422
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rational 360, Inc.)

Sponsor-wide plan assets over time

All Rational 360, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 2.351940552397153% vs 2023
2024 filing year
$10.8M$10.9M$11M$11.1M$11.2M 20232024 $11.2M $10.9M ▼ -2.3%
Year Plans Participants Total Assets
2023 1 3 $11M
2024 1 60 $11M

Nearby ESOP Plans in District of Columbia

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

Rational 360 Employee Stock Ownership Plan vs. nearby ESOP plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300400500 Total assets ($M) Participants Rational 360 Employee Stock Ownership Plan, Total assets ($M): 11.1695 · Participants: 3Rational 360 Employee Stock Ownership PlanChemonics International, Inc. Employee Stock Ownership Plan, Total assets ($M): 426.224764 · Participants: 2206Chemonics International, Inc. Employee Stock Ownership PlanCornerstone Government Affairs, Inc. Employee Stock Ownership Plan, Total assets ($M): 71.722131 · Participants: 107Cornerstone Government Affairs, Inc. Employee Stock Ownership PlanHager Sharp, Inc. Employee Stock Ownership Plan, Total assets ($M): 17.291398 · Participants: 57Hager Sharp, Inc. Employee Stock Ownership PlanTech-Marine Business, Inc. Employee Stock Ownership Plan, Total assets ($M): 10.188203 · Participants: 160Tech-Marine Business, Inc. Employee Stock Ownership PlanCallahan & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 8.821254 · Participants: 90Callahan & Associates, Inc. Employee Stock Ownership Plan
Rational 360 Employee Stock Ownership Plan vs. nearby ESOP plans in District of Columbia, assets vs. participants
Compare Rational 360 Employee Stock Ownership Plan side-by-side with 3 peers →

Rational 360 Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside District of Columbia, the nearest ESOP by assets is Global Prairie Employee Stock Ownership Plan in MO ($11M); by covered participants it is Southern Community Bancshares, Inc. ESOP in AL (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 have Rational 360, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Rational 360, Inc.'s sponsor-wide assets declined 2.4%, from $11M to $11M.
Which ESOP plans are similar in size to Rational 360 Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Global Prairie Employee Stock Ownership Plan in MO ($11M, 56 participants).
Which ESOP plans cover a similar participant headcount to Rational 360 Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Southern Community Bancshares, Inc. ESOP in AL (3 participants, $2M 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 275245422.

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.