Other
2023 plan-year Other DOL Form 5500

Reese Central Wholesale, Inc Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Reese Central Wholesale, Inc. · Indiana · Wholesale Trade

What the 2023 filing shows

Reese Central Wholesale, Inc Employee Stock Ownership Plan holds $3M for 97 participants — about $33,753 per participant, up 14.6% over the 2023 plan year.

$3M
total plan assets (2023 EOY)
97
covered participants
$33,753
avg assets per participant
+14.6%
assets growth YoY
Total Assets (2023)
$3M
Participants
97
State
Industry
Wholesale Trade

What the Filing Says About Reese Central Wholesale, Inc Employee Stock Ownership Plan

Reese Central Wholesale, Inc Employee Stock Ownership Plan is a Other retirement plan sponsored by Reese Central Wholesale, Inc., headquartered in Indiana. As of the 2023 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 97 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 350998000, and the plan has been effective since 1996-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3M at the beginning of 2023 to $3M at year-end — a gain of 14.6%. Net assets (after liabilities) closed the year at $3M, with reported net income of $438K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$3M
Total Assets (End of Year)$3M
Net Assets (End of Year)$3M
Net Income$438K
Plan TypeOther
Employer EIN350998000
Plan Effective Date1996-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Reese Central Wholesale, Inc.)

Year Plans Participants Total Assets
2022 2 240 $10M
2023 2 225 $12M
2024 2 233 $13M

Nearby Other Plans in Indiana

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

Frequently Asked Questions

How much money is in the Reese Central Wholesale, Inc Employee Stock Ownership Plan?
As of the 2023 Form 5500 filing, Reese Central Wholesale, Inc Employee Stock Ownership Plan holds $3M in total assets with 97 participants. It is sponsored by Reese Central Wholesale, Inc..
What type of plan is Reese Central Wholesale, Inc Employee Stock Ownership Plan?
Reese Central Wholesale, Inc Employee Stock Ownership Plan is a Other plan. It has been effective since 1996-10-01. The plan is filed with the U.S. Department of Labor under EIN 350998000.
Who sponsors the Reese Central Wholesale, Inc Employee Stock Ownership Plan?
Reese Central Wholesale, Inc Employee Stock Ownership Plan is sponsored by Reese Central Wholesale, Inc., located in Indiana. The sponsor's EIN is 350998000 and the plan operates in the Wholesale Trade industry.
How did Reese Central Wholesale, Inc Employee Stock Ownership Plan perform in 2023?
Reese Central Wholesale, Inc Employee Stock Ownership Plan grew by 14.6% during 2023, moving from $3M to $3M in total assets. Net income was $438K.
Where can I find official filings for Reese Central Wholesale, Inc Employee Stock Ownership Plan?
Official Form 5500 filings for Reese Central Wholesale, Inc Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 350998000 or plan name at efast.dol.gov.
How does Reese Central Wholesale, Inc Employee Stock Ownership Plan compare to other plans?
You can compare Reese Central Wholesale, Inc Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Indiana on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 350998000.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.