ESOP · DOL Form 5500 · 2023

A. Reddix & Associates, Inc ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
62
Participants Small participant base
43rd
Percentile by assets National rank
$76,148
Avg per participant Below avg balance/head
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Official DOL plan name: A. Reddix & Associates, Inc. Employee Stock Ownership Plan · Sponsored by A. Reddix & Associates, Inc · Virginia · Professional & Technical Services

$5M in assets, 62 participants

A. Reddix & Associates, Inc's A. Reddix & Associates, Inc. Employee Stock Ownership Plan reported $5M in total assets and 62 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,317 in Professional & Technical Services (20,321 peers)

A. Reddix & Associates, Inc multi-year trail

A. Reddix & Associates, Inc's plans moved +470.2% in assets from 2022 to 2024; this filing shows A. Reddix & Associates, Inc. Employee Stock Ownership Plan at $5M / 62 participants.

#8,317
in Professional & Technical Services (20,321 peers)
+325.6%
assets growth YoY

A. Reddix & Associates, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

A. Reddix & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,721,153 43rd percentile higher than 43% 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

A. Reddix & Associates, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. A. Reddix & Associates, Inc. Employee Stock Ownership Plan is a small filing (62 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • A. Reddix & Associates, Inc. Employee Stock Ownership Plan reported net income rose from $470K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • A. Reddix & Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • A. Reddix & Associates, Inc. Employee Stock Ownership Plan reported participants rose from 55 in the plan year 2022 filing to 62 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 205957317 · A. Reddix & Associates, Inc PY 2023 · ESOP

A. Reddix & Associates, Inc. Employee Stock Ownership Plan · $5M · 62 · 43rd

  • EIN $5M
  • RANK 62
  • PHOTO 43rd
  • IND ESOP
  • EOY near Lurre Construction, Inc. Employee Stock Ownership Plan and Trust
  • 5500 ind #8317

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 Virginia →

A. Reddix & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

A. Reddix & Associates, Inc. Employee Stock Ownership PlanA. Reddix & Associates, Inc.…$5MLurre Construction, Inc. Employee Stock Ownership Plan and TrustLurre Construction, Inc. Emp…$5MThe Bank of Tescott Employee Stock Ownership Plan and TrustThe Bank of Tescott Employee…$5MApplied Controls, Inc. Employee Stock Ownership PlanApplied Controls, Inc. Emplo…$5MAmc Engineers Employee Stock Ownership PlanAmc Engineers Employee Stock…$5M
End-of-year total assets ($M) among A. Reddix & Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

A. Reddix & Associates, Inc multi-year asset trail

Sponsor-wide plan assets over time

All A. Reddix & Associates, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$6M 470.2361529017475% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $1.11M $6.33M ▲ +470.3%
Year Plans Participants Total Assets
2022 1 55 $1M
2023 1 62 $5M
2024 1 61 $6M

A. Reddix & Associates, Inc filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)-$11M
Net Income$5M
Employer EIN205957317
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Virginia

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

A. Reddix & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants A. Reddix & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.004721153 · Participants: 62A. Reddix & Associates, Inc. Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.200416394 · Participants: 6866Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.351932601 · Participants: 1751The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($B): 0.331314714 · Participants: 1782American Systems Corporation Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.321520666 · Participants: 1652Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.320954252 · Participants: 444New River Electrical Corporation Employee Stock Ownership Plan
A. Reddix & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare A. Reddix & Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

A. Reddix & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Lurre Construction, Inc. Employee Stock Ownership Plan and Trust in ID ($5M); by covered participants it is Salem Fabrication Technologies Group, Inc. Employee Stock Ownership Plan in NC (62 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (62 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 A. Reddix & Associates, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
A. Reddix & Associates, Inc. Employee Stock Ownership Plan surged - up 325.6% during 2023, from $1M to $5M. Reported net income was $5M.
How have A. Reddix & Associates, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A. Reddix & Associates, Inc's sponsor-wide assets grew 470.2%, from $1M to $6M.
Which ESOP plans are similar in size to A. Reddix & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lurre Construction, Inc. Employee Stock Ownership Plan and Trust in ID ($5M, 168 participants).
Which ESOP plans cover a similar participant headcount to A. Reddix & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Salem Fabrication Technologies Group, Inc. Employee Stock Ownership Plan in NC (62 participants, $26M 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 205957317.

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.