ESOP · DOL Form 5500 · 2023

R. C. Fischer & Co. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
25
Participants Small participant base
60th
Percentile by assets National rank
$431,164
Avg per participant High balance/head
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Official DOL plan name: R. C. Fischer & Co. Employee Stock Ownership Plan · Sponsored by R. C. Fischer & Co. · California · Finance & Insurance

$11M in assets, 25 participants

R. C. Fischer & Co.'s R. C. Fischer & Co. Employee Stock Ownership Plan reported $11M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,991 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

R. C. Fischer & Co. Employee Stock Ownership Plan holds $11M for 25 participants - about $431,164 per participant, above the median plan by assets.

#3,991
in Finance & Insurance (8,869 peers)
+2.7%
assets growth YoY

R. C. Fischer & Co. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

R. C. Fischer & Co. Employee Stock Ownership Plan vs every filed plan by assets

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

$10,779,088 Top 40% higher than 60% 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

R. C. Fischer & Co. 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. R. C. Fischer & Co. Employee Stock Ownership Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • R. C. Fischer & Co. Employee Stock Ownership Plan reported net income rose from $212K in the plan year 2022 filing to $446K in the plan year 2023 filing.
  • R. C. Fischer & Co. Employee Stock Ownership Plan reported participants fell from 26 in the plan year 2022 filing to 25 in the plan year 2023 filing.
  • R. C. Fischer & Co. Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 941342776 · R. C. Fischer & Co. PY 2023 · ESOP

R. C. Fischer & Co. Employee Stock Ownership Plan · $11M · 25 · 60th

  • EBSA $11M
  • PART 25
  • TYPE 60th
  • NET ESOP
  • BOOK near Maple Systems, Inc. Employee Stock Ownership Plan and Trust
  • VS-ST ind #3991

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 →

R. C. Fischer & Co. Employee Stock Ownership Plan in the asset neighbourhood

Diw Group, Inc. Employee Stock Ownership PlanDiw Group, Inc. Employee Sto…$11MR. C. Fischer & Co. Employee Stock Ownership PlanR. C. Fischer & Co. Employee…$11MMaple Systems, Inc. Employee Stock Ownership Plan and TrustMaple Systems, Inc. Employee…$11MPrairie Capital Holdings, Inc. Employee Stock Ownership PlanPrairie Capital Holdings, In…$11MAr Family Holdings, LLC Employee Stock Ownership PlanAr Family Holdings, LLC Empl…$11M
End-of-year total assets ($M) among R. C. Fischer & Co. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income$446K
Employer EIN941342776
Plan Effective Date1998-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (R. C. Fischer & Co.)

Sponsor-wide plan assets over time

All R. C. Fischer & Co. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 5.191176075449391% vs 2022
2024 filing year
$10.4M$10.6M$10.8M$11M$11.2M 202220232024 $10.5M $11M ▲ +5.1%
Year Plans Participants Total Assets
2022 1 26 $10M
2023 1 25 $11M
2024 1 24 $11M

Nearby ESOP Plans in California

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

R. C. Fischer & Co. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants R. C. Fischer & Co. Employee Stock Ownership Plan, Total assets ($B): 0.010779088 · Participants: 25R. C. Fischer & Co. 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
R. C. Fischer & Co. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare R. C. Fischer & Co. Employee Stock Ownership Plan side-by-side with 3 peers →

R. C. Fischer & Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Maple Systems, Inc. Employee Stock Ownership Plan and Trust in WA ($11M); by covered participants it is Wvs Financial Corp. Employee Stock Ownership Plan in PA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 R. C. Fischer & Co. Employee Stock Ownership Plan assets move in 2023? ▼
R. C. Fischer & Co. Employee Stock Ownership Plan edged up modestly - up 2.7% during 2023, from $10M to $11M. Reported net income was $446K.
How have R. C. Fischer & Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R. C. Fischer & Co.'s sponsor-wide assets grew 5.2%, from $10M to $11M.
Which ESOP plans are similar in size to R. C. Fischer & Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Maple Systems, Inc. Employee Stock Ownership Plan and Trust in WA ($11M, 40 participants).
Which ESOP plans cover a similar participant headcount to R. C. Fischer & Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wvs Financial Corp. Employee Stock Ownership Plan in PA (25 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 941342776.

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.