ESOP · DOL Form 5500 · 2023

R3 Strategic Support Group, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
153
Participants Small participant base
62nd
Percentile by assets National rank
$75,805
Avg per participant Below avg balance/head
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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.

  • #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.

#12,340
in Professional & Technical Services (20,321 peers)
+33.3%
assets growth YoY

R3 Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

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 $2,050,000,000 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

R3 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. R3 Employee Stock Ownership Plan sits mid-pack in the medium band (153 participants).

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 →

Form 5500 schedule snapshot

Filing strip 261232918 · R3 Strategic Support Group, Inc. PY 2023 · ESOP

R3 Employee Stock Ownership Plan · $12M · 153 · 62nd

  • PHOTO $12M
  • PHOTO 153
  • PHOTO 62nd
  • PHOTO ESOP
  • PHOTO near Torgeson Electric Company Employee Stock Ownership Plan
  • PHOTO ind #12340

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 California →

R3 Employee Stock Ownership Plan in the asset neighbourhood

Granco Clark Employee Stock Ownership PlanGranco Clark Employee Stock …$12MR3 Employee Stock Ownership PlanR3 Employee Stock Ownership …$12MTorgeson Electric Company Employee Stock Ownership PlanTorgeson Electric Company Em…$12MRamey Kemp & Associates, Inc. Employee Stock Ownership PlanRamey Kemp & Associates, Inc…$12MHeritage Bancshares Group, Inc. Employee Stock Ownership Plan and TrustHeritage Bancshares Group, I…$12M
End-of-year total assets ($M) among R3 Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All R3 Strategic Support Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 41.58222397277449% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.9M $26.8M ▲ +41.6%
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 ($B) Participants R3 Employee Stock Ownership Plan, Total assets ($B): 0.01159823 · Participants: 153R3 Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
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 →

R3 Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Torgeson Electric Company Employee Stock Ownership Plan in KS ($12M); by covered participants it is Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions in PA (153 participants). Same-state nearby plans are listed separately above.

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 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).
Which ESOP plans cover a similar participant headcount to R3 Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions in PA (153 participants, $29M 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 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.