ESOP · DOL Form 5500 · 2023

Ritta & Associates, Inc. ESOP

Data updated 2026-08-25

$564K
Total assets Small plan by assets
14
Participants Small participant base
19th
Percentile by assets National rank
$40,267
Avg per participant Low balance/head
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Official DOL plan name: Ritta & Associates, Inc. Employees Stock Ownership Plan & Trust · Sponsored by Ritta & Associates, Inc. · New Jersey · Administrative & Support Services

$564K in assets, 14 participants

Ritta & Associates, Inc.'s Ritta & Associates, Inc. Employees Stock Ownership Plan & Trust reported $564K in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,764 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Ritta & Associates, Inc. Employees Stock Ownership Plan & Trust ranks #1,764 of 4,372 2023 filers by assets (5118% of the sector average)-$564K for 14 participants.

#1,764
in Administrative & Support Services (4,372 peers)
+0.5%
assets growth YoY

Ritta & Associates, Inc. Employees Stock Ownership Plan & Trust among the smaller filed plans by assets

Ritta & Associates, Inc. Employees Stock Ownership Plan & Trust vs every filed plan by assets

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

$563,739 19th percentile higher than 19% 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

Ritta & Associates, Inc. Employees Stock Ownership Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ritta & Associates, Inc. Employees Stock Ownership Plan & Trust is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ritta & Associates, Inc. Employees Stock Ownership Plan & Trust reported net income fell from $82K in the plan year 2022 filing to $3K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 222221980 · Ritta & Associates, Inc. PY 2023 · ESOP

Ritta & Associates, Inc. Employees Stock Ownership Plan & Trust · $564K · 14 · 19th

  • IND $564K
  • IND 14
  • IND 19th
  • IND ESOP
  • IND near Carolina Solar Services Employee Stock Ownership Plan
  • IND ind #1764

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 Jersey →

Ritta & Associates, Inc. Employees Stock Ownership Plan & Trust in the asset neighbourhood

Axis Interior Systems, Inc. Employee Stock Ownership PlanAxis Interior Systems, Inc. …$567KRitta & Associates, Inc. Employees Stock Ownership Plan & TrustRitta & Associates, Inc. Emp…$564KCarolina Solar Services Employee Stock Ownership PlanCarolina Solar Services Empl…$564KWeather Tight Corporation Employee Stock Ownership PlanWeather Tight Corporation Em…$561KIliad Media Group Holdings, Inc. Employee Stock Ownership PlanIliad Media Group Holdings, …$560K
End-of-year total assets ($M) among Ritta & Associates, Inc. Employees Stock Ownership Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$561K
Net Assets (End of Year)$564K
Net Income$3K
Employer EIN222221980
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ritta & Associates, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$560K 0.17744788917264698% vs 2022
2024 filing year
$0.56M 202220232024 $0.56M $0.56M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 14 $561K
2023 1 14 $564K
2024 1 14 $560K

Nearby ESOP Plans in New Jersey

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

Ritta & Associates, Inc. Employees Stock Ownership Plan & Trust vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400500 Total assets ($M) Participants Ritta & Associates, Inc. Employees Stock Ownership Plan & Trust, Total assets ($M): 0.563739 · Participants: 14Ritta & Associates, Inc. Employees Stock Ownership Plan & TrustOkonite Company Employees Stock Ownership Plan, Total assets ($M): 420.904787 · Participants: 1127Okonite Company Employees Stock Ownership PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 309.109417 · Participants: 1571Mathematica Group Holding Inc. Employee Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 300.696739 · Participants: 1050Conair LLC Savings and Investment PlanAmboy Bancorporation Employee Stock Ownership Plan, Total assets ($M): 106.542135 · Participants: 193Amboy Bancorporation Employee Stock Ownership PlanColumbia Bank Employee Stock Ownership Plan, Total assets ($M): 85.571031 · Participants: 729Columbia Bank Employee Stock Ownership Plan
Ritta & Associates, Inc. Employees Stock Ownership Plan & Trust vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare Ritta & Associates, Inc. Employees Stock Ownership Plan & Trust side-by-side with 3 peers →

Ritta & Associates, Inc. Employees Stock Ownership Plan & Trust's out-of-state ESOP peers by assets and headcount

Outside New Jersey, the nearest ESOP by assets is Carolina Solar Services Employee Stock Ownership Plan in NC ($564K); by covered participants it is Eureka Homestead ESOP in LA (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Ritta & Associates, Inc. Employees Stock Ownership Plan & Trust assets move in 2023? ▼
Ritta & Associates, Inc. Employees Stock Ownership Plan & Trust held essentially flat - up 0.5% during 2023, from $561K to $564K. Reported net income was $3K.
How have Ritta & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ritta & Associates, Inc.'s sponsor-wide assets declined 0.2%, from $561K to $560K.
Where does Ritta & Associates, Inc. Employees Stock Ownership Plan & Trust rank by assets among Form 5500 filers? ▼
Ritta & Associates, Inc. Employees Stock Ownership Plan & Trust ranks in the 19th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Ritta & Associates, Inc. Employees Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by assets is Carolina Solar Services Employee Stock Ownership Plan in NC ($564K, 46 participants).
Which ESOP plans cover a similar participant headcount to Ritta & Associates, Inc. Employees Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Eureka Homestead ESOP in LA (14 participants, $2M 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 222221980.

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.