ESOP · DOL Form 5500 · 2023

Robert D. Niehaus, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
34
Participants Small participant base
31st
Percentile by assets National rank
$59,703
Avg per participant Low balance/head
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Official DOL plan name: Rdn Employee Stock Ownership Plan · Sponsored by Robert D. Niehaus, Inc. · California · Finance & Insurance

$2M in assets, 34 participants

Robert D. Niehaus, Inc.'s Rdn Employee Stock Ownership Plan reported $2M in total assets and 34 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,848 in Finance & Insurance (8,869 peers)

Robert D. Niehaus, Inc. multi-year trail

Robert D. Niehaus, Inc.'s plans moved +590.6% in assets from 2022 to 2024; this filing shows Rdn Employee Stock Ownership Plan at $2M / 34 participants.

#1,848
in Finance & Insurance (8,869 peers)
+499.9%
assets growth YoY

The plan reported a net loss of $691K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rdn Employee Stock Ownership Plan among the smaller filed plans by assets

Rdn Employee Stock Ownership Plan vs every filed plan by assets

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

$2,029,910 31st percentile higher than 31% 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

Rdn 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. Rdn Employee Stock Ownership Plan is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rdn Employee Stock Ownership Plan end-of-year assets rose from $338K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Rdn Employee Stock Ownership Plan reported net income fell from $201K in the plan year 2022 filing to -$691K in the plan year 2023 filing.
  • Rdn Employee Stock Ownership Plan reported participants rose from 31 in the plan year 2022 filing to 34 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 770067990 · Robert D. Niehaus, Inc. PY 2023 · ESOP

Rdn Employee Stock Ownership Plan · $2M · 34 · 31st

  • TYPE $2M
  • TYPE 34
  • TYPE 31st
  • TYPE ESOP
  • TYPE near Ncp Capco Development Co. Employee Stock Ownership Plan
  • TYPE ind #1848

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 →

Rdn Employee Stock Ownership Plan in the asset neighbourhood

Churchville Fire Equipment Corp. Employee Stock Ownership PlanChurchville Fire Equipment C…$2MRdn Employee Stock Ownership PlanRdn Employee Stock Ownership…$2MNcp Capco Development Co. Employee Stock Ownership PlanNcp Capco Development Co. Em…$2MHolden Insurance Agency, Inc. Employee Stock Ownership Plan and TrustHolden Insurance Agency, Inc…$2MCaron Engineering, Inc. Employee Stock Ownership PlanCaron Engineering, Inc. Empl…$2M
End-of-year total assets ($M) among Rdn Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Robert D. Niehaus, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Robert D. Niehaus, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 590.5581136915774% vs 2022
2024 filing year
$0M$1M$2M$3M 202220232024 $0.34M $2.34M ▲ +588.2%
Year Plans Participants Total Assets
2022 1 31 $338K
2023 1 34 $2M
2024 1 35 $2M

Robert D. Niehaus, Inc. filing trail (2023)

Total Assets (Beginning of Year)$338K
Net Assets (End of Year)-$353K
Net Income-$691K
Employer EIN770067990
Plan Effective Date2021-04-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Rdn Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Rdn Employee Stock Ownership Plan, Total assets ($B): 0.00202991 · Participants: 34Rdn 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
Rdn Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Rdn Employee Stock Ownership Plan side-by-side with 3 peers →

Rdn Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Ncp Capco Development Co. Employee Stock Ownership Plan in AL ($2M); by covered participants it is Rincon Technology, Inc. Employee Stock Ownership Plan in TX (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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 Rdn Employee Stock Ownership Plan assets move in 2023? ▼
Rdn Employee Stock Ownership Plan surged - up 499.9% during 2023, from $338K to $2M. Reported net income was -$691K.
How have Robert D. Niehaus, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert D. Niehaus, Inc.'s sponsor-wide assets grew 590.6%, from $338K to $2M.
Which ESOP plans are similar in size to Rdn Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ncp Capco Development Co. Employee Stock Ownership Plan in AL ($2M, 18 participants).
Which ESOP plans cover a similar participant headcount to Rdn Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Rincon Technology, Inc. Employee Stock Ownership Plan in TX (34 participants, $6M 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 770067990.

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.