ESOP · DOL Form 5500 · 2023
Rsr Group, Inc. ESOP
Data updated 2026-08-11
- $390M
- Total assets
- 382
- Participants
- 97th
- Percentile by assets
- $1.0M
- Avg per participant
Official DOL plan name: Rsr Employee Stock Ownership Plan · Sponsored by Rsr Group, Inc. · Florida · Wholesale Trade
$390M in assets, 382 participants
Rsr Group, Inc.'s Rsr Employee Stock Ownership Plan reported $390M in total assets and 382 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 127,072 plans)
- #6,178 in Wholesale Trade (6,309 peers)
Where Rsr Employee Stock Ownership Plan sits by assets
Rsr Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $390M for 382 participants (~$1.0M/participant), up 26.0% in 2023.
- $390M
- total plan assets (2023 EOY)
- 382
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $1.0M
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Rsr Employee Stock Ownership Plan reported net income rose from -$149M in the plan year 2022 filing to $82M in the plan year 2023 filing.
- Rsr Employee Stock Ownership Plan end-of-year assets rose from $310M in the plan year 2022 filing to $390M in the plan year 2023 filing.
- Rsr Employee Stock Ownership Plan reported participants fell from 465 in the plan year 2022 filing to 382 in the plan year 2023 filing.
Rsr Employee Stock Ownership Plan vs the 2023 asset distribution
By assets, Rsr Employee Stock Ownership Plan outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $310M |
|---|---|
| Net Assets (End of Year) | $346M |
| Net Income | $82M |
| Employer EIN | 592958389 |
| Plan Effective Date | 1994-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rsr Group, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 878 | $327M |
| 2023 | 2 | 787 | $412M |
| 2024 | 2 | 754 | $411M |
Nearby ESOP Plans in Florida
Peer ESOP plans, same state, same plan type, ranked by total assets.
Rsr Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $11.8B · 141,229
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $836M · 15,500
- Summit Companies Holdings, Inc. Employee Stock Ownership Plan $368M · 233
- Thirty Fifteen Employee Stock Ownership Plan $324M · 5,365
- United States Sugar Corporation - ESOP Ownership Plan $237M · 732
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Rsr Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Rsr Employee Stock Ownership Plan assets move in 2023? ▼
How have Rsr Group, Inc. plan assets changed over time? ▼
Where does Rsr Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Rsr Employee Stock Ownership Plan? ▼
Next read for Rsr Employee Stock Ownership Plan
Scale reading
Ways to act on Rsr Employee Stock Ownership Plan's numbers.
- By total assets, Rsr Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Florida. Compare plans
- Rsr Group, Inc.'s sponsor-wide assets have grown 25.5% since 2022 across 3 plan years on file. More Wholesale Trade plans