ESOP · DOL Form 5500 · 2023
Rational 360, Inc. ESOP
Data updated 2026-08-11
- $11M
- Total assets
- 3
- Participants
- 61st
- Percentile by assets
- $3.7M
- Avg per participant
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.
- 61st percentile by assets (of 127,072 plans)
- #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.
- $11M
- total plan assets (2023 EOY)
- 3
- covered participants
- 61st
- percentile by assets (of 127,072 plans)
- $3.7M
- avg assets per participant
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.
ESOP filing for Rational 360 Employee Stock Ownership Plan
ESOP filing for plan year 2023: EIN 275245422 ; effective since 2023-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2023)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | -$15M |
| Net Income | -$15M |
| Employer EIN | 275245422 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rational 360, Inc.)
| 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
- Chemonics International, Inc. Employee Stock Ownership Plan $426M · 2,206
- Cornerstone Government Affairs, Inc. Employee Stock Ownership Plan $72M · 107
- Hager Sharp, Inc. Employee Stock Ownership Plan $17M · 57
- Tech-Marine Business, Inc. Employee Stock Ownership Plan $10M · 160
- Callahan & Associates, Inc. Employee Stock Ownership Plan $9M · 90
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Rational 360 Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Rational 360 Employee Stock Ownership Plan's numbers.
- By total assets, Rational 360 Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in District of Columbia. Compare plans
- Rational 360, Inc.'s sponsor-wide assets have declined 2.4% since 2023 across 2 plan years on file. More Professional & Technical Services plans