ESOP · DOL Form 5500 · 2023

Ritbearing, Inc. ESOP

Data updated 2026-08-25

$32M
Total assets Below avg plan size
31
Participants Small participant base
80th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Ritbearing, Inc. Employee Stock Ownership Plan · Sponsored by Ritbearing, Inc. · New York · Manufacturing

$32M in assets, 31 participants

Ritbearing, Inc.'s Ritbearing, Inc. Employee Stock Ownership Plan reported $32M in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #13,540 in Manufacturing (18,722 peers)

Where Ritbearing, Inc. Employee Stock Ownership Plan sits by assets

Ritbearing, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $32M for 31 participants (~$1.0M/participant), up 19.1% in 2023.

#13,540
in Manufacturing (18,722 peers)
+19.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ritbearing, Inc. Employee Stock Ownership Plan's outsized position by total assets

Ritbearing, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$32,248,752 Top 20% higher than 80% 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

Ritbearing, 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. Ritbearing, Inc. Employee Stock Ownership Plan is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ritbearing, Inc. Employee Stock Ownership Plan end-of-year assets rose from $27M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Ritbearing, Inc. Employee Stock Ownership Plan reported net income rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 131575349 · Ritbearing, Inc. PY 2023 · ESOP

Ritbearing, Inc. Employee Stock Ownership Plan · $32M · 31 · 80th

  • TYPE $32M
  • NET 31
  • BOOK 80th
  • VS-ST ESOP
  • BOY near Downes Holding Company, Inc. Employee Stock Ownership Plan
  • SCH ind #13540

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 New York →

Ritbearing, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Fei, Inc. 2013 Second Restated Employee Stock Ownership Plan and TrustFei, Inc. 2013 Second Restat…$32MBen Tire Distributors, Ltd. Employee Stock Ownership PlanBen Tire Distributors, Ltd. …$32MRitbearing, Inc. Employee Stock Ownership PlanRitbearing, Inc. Employee St…$32MDownes Holding Company, Inc. Employee Stock Ownership PlanDownes Holding Company, Inc.…$32MBrockmiller Construction, Inc. Employee Stock Ownership PlanBrockmiller Construction, In…$32M
End-of-year total assets ($M) among Ritbearing, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$30M
Net Income$5M
Employer EIN131575349
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ritbearing, Inc.)

Sponsor-wide plan assets over time

All Ritbearing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 21.88182735109044% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $27.1M $33M ▲ +21.9%
Year Plans Participants Total Assets
2022 1 31 $27M
2023 1 31 $32M
2024 1 27 $33M

Nearby ESOP Plans in New York

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

Ritbearing, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants Ritbearing, Inc. Employee Stock Ownership Plan, Total assets ($M): 32.248752 · Participants: 31Ritbearing, Inc. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 876.57583 · Participants: 3439Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 406.002646 · Participants: 4467North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 298.738533 · Participants: 3674Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.681611 · Participants: 1704Greenman-Pedersen, Inc. Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 241.736533 · Participants: 93H.C. Wainwright & Co. Employee Stock Ownership Plan
Ritbearing, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Ritbearing, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Ritbearing, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Downes Holding Company, Inc. Employee Stock Ownership Plan in CT ($32M); by covered participants it is Combat Brands Employee Stock Ownership Plan in KS (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Ritbearing, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Ritbearing, Inc. Employee Stock Ownership Plan grew sharply - up 19.1% during 2023, from $27M to $32M. Reported net income was $5M.
How have Ritbearing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ritbearing, Inc.'s sponsor-wide assets grew 21.9%, from $27M to $33M.
Where does Ritbearing, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ritbearing, Inc. Employee Stock Ownership Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Ritbearing, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Downes Holding Company, Inc. Employee Stock Ownership Plan in CT ($32M, 38 participants).
Which ESOP plans cover a similar participant headcount to Ritbearing, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Combat Brands Employee Stock Ownership Plan in KS (31 participants, $3M 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 131575349.

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.