ESOP · DOL Form 5500 · 2023

Rsr Group, Inc. ESOP

Data updated 2026-08-25

$390M
Total assets Above avg plan size
382
Participants Below avg headcount
97th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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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.

  • #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.

#6,178
in Wholesale Trade (6,309 peers)
+26.0%
assets growth YoY
3.9×
vs typical plan assets (national mean)

Rsr Employee Stock Ownership Plan's outsized position by total assets

Rsr Employee Stock Ownership Plan vs every filed plan by assets

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

$390,019,755 Top 3% higher than 97% 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

Rsr Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rsr Employee Stock Ownership Plan sits mid-pack in the medium band (382 participants).

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 592958389 · Rsr Group, Inc. PY 2023 · ESOP

Rsr Employee Stock Ownership Plan · $390M · 382 · 97th

  • PCT $390M
  • PCT 382
  • PCT 97th
  • PCT ESOP
  • PCT near Mead Lumber Company Employee Stock Ownership Plan and Trust
  • PCT ind #6178

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 Florida →

Rsr Employee Stock Ownership Plan in the asset neighbourhood

Annett Holdings, Inc. Employee Stock Ownership Plan & TrustAnnett Holdings, Inc. Employ…$400MLja Engineering, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employ…$397MMead Lumber Company Employee Stock Ownership Plan and TrustMead Lumber Company Employee…$392MRsr Employee Stock Ownership PlanRsr Employee Stock Ownership…$390MAlpine Lumber Company Employee Stock Ownership PlanAlpine Lumber Company Employ…$385M
End-of-year total assets ($M) among Rsr 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)$310M
Net Assets (End of Year)$346M
Net Income$82M
Employer EIN592958389
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rsr Group, Inc.)

Sponsor-wide plan assets over time

All Rsr Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$411M 25.544477610319465% vs 2022
2024 filing year
$300M$350M$400M$450M 202220232024 $327M $411M ▲ +25.5%
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 Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Rsr Employee Stock Ownership Plan, Total assets ($B): 0.390019755 · Participants: 382Rsr Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.810430673 · Participants: 141229Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.836004639 · Participants: 15500Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.367604547 · Participants: 233Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.324400117 · Participants: 5365Thirty Fifteen Employee Stock Ownership PlanUnited States Sugar Corporation - ESOP Ownership Plan, Total assets ($B): 0.237405762 · Participants: 732United States Sugar Corporation - ESOP Ownership Plan
Rsr Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Rsr Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Florida, the nearest ESOP by assets is Mead Lumber Company Employee Stock Ownership Plan and Trust in NE ($392M); by covered participants it is Lincoln Bancorp Employee Stock Ownership Plan in IA (382 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (382 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 Rsr Employee Stock Ownership Plan assets move in 2023? ▼
Rsr Employee Stock Ownership Plan grew sharply - up 26.0% during 2023, from $310M to $390M. Reported net income was $82M.
How have Rsr Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rsr Group, Inc.'s sponsor-wide assets grew 25.5%, from $327M to $411M.
Where does Rsr Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Rsr Employee Stock Ownership Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Rsr Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mead Lumber Company Employee Stock Ownership Plan and Trust in NE ($392M, 1,316 participants).
Which ESOP plans cover a similar participant headcount to Rsr Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Lincoln Bancorp Employee Stock Ownership Plan in IA (382 participants, $17M 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 592958389.

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.