ESOP · DOL Form 5500 · 2023

R3 Strategic Support Group, Inc. ESOP

Data updated 2026-08-11

$12M
Total assets
153
Participants
62nd
Percentile by assets
$75,805
Avg per participant
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Official DOL plan name: R3 Employee Stock Ownership Plan · Sponsored by R3 Strategic Support Group, Inc. · California · Professional & Technical Services

$12M in assets, 153 participants

R3 Strategic Support Group, Inc.'s R3 Employee Stock Ownership Plan reported $12M in total assets and 153 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • 62nd percentile by assets (of 127,072 plans)
  • #12,340 in Professional & Technical Services (20,321 peers)

Coverage in California

R3 Employee Stock Ownership Plan covers 153 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $12M.

$12M
total plan assets (2023 EOY)
153
covered participants
62nd
percentile by assets (of 127,072 plans)
$75,805
avg assets per participant

Where R3 Employee Stock Ownership Plan sits by total assets

R3 Employee Stock Ownership Plan vs every filed plan by assets

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

$11,598,230 Top 38% higher than 62% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • R3 Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • R3 Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • R3 Employee Stock Ownership Plan reported participants fell from 161 in the plan year 2022 filing to 153 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Professional & Technical Services

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. R3 Employee Stock Ownership Plan reports 153 participants - about 24% of that state average ($12M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income$5M
Employer EIN261232918
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (R3 Strategic Support Group, Inc.)

$15M$20M$25M$30M 202220232024 $18.9M $26.8M ▲ +41.6%
Total plan assets by year, all R3 Strategic Support Group, Inc. plans on file
Year Plans Participants Total Assets
2022 2 350 $19M
2023 2 337 $23M
2024 2 338 $27M

Nearby ESOP Plans in California

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

R3 Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants R3 Employee Stock Ow…, Total assets ($B): 0.01159823 · Participants: 153R3 Employee Stock Ow…Parsons Employee Sto…, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Sto…Acco Employee Stock …, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock …Rosendin Electric, I…, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, I…Agron, Inc. Employee…, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee…Recology Employee St…, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee St…
R3 Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare R3 Employee Stock Ownership Plan side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to R3 Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did R3 Employee Stock Ownership Plan assets move in 2023? ▼
R3 Employee Stock Ownership Plan surged - up 33.3% during 2023, from $9M to $12M. Reported net income was $5M.
How have R3 Strategic Support Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R3 Strategic Support Group, Inc.'s sponsor-wide assets grew 41.6%, from $19M to $27M.
Which ESOP plans are similar in size to R3 Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Torgeson Electric Company Employee Stock Ownership Plan in KS ($12M, 89 participants).

Next read for R3 Employee Stock Ownership Plan

Filing takeaways

Ways to act on R3 Employee Stock Ownership Plan's numbers.

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 261232918.

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.