ESOP · DOL Form 5500 · 2023

Recon Management Services, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
546
Participants Below avg headcount
63rd
Percentile by assets National rank
$22,214
Avg per participant Low balance/head
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Official DOL plan name: Recon Management Services, Inc. Employee Stock Ownership Plan · Sponsored by Recon Management Services, Inc. · Louisiana · Professional & Technical Services

$12M in assets, 546 participants

Recon Management Services, Inc.'s Recon Management Services, Inc. Employee Stock Ownership Plan reported $12M in total assets and 546 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,564 in Professional & Technical Services (20,321 peers)

Recon Management Services, Inc. multi-year trail

Recon Management Services, Inc.'s plans moved +31.1% in assets from 2022 to 2024; this filing shows Recon Management Services, Inc. Employee Stock Ownership Plan at $12M / 546 participants.

#12,564
in Professional & Technical Services (20,321 peers)
+13.9%
assets growth YoY

Recon Management Services, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Recon Management Services, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$12,129,015 Top 37% higher than 63% 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

Recon Management Services, Inc. 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. Recon Management Services, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (546 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Recon Management Services, Inc. Employee Stock Ownership Plan reported participants rose from 370 in the plan year 2022 filing to 546 in the plan year 2023 filing.
  • Recon Management Services, Inc. Employee Stock Ownership Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 721290983 · Recon Management Services, Inc. PY 2023 · ESOP

Recon Management Services, Inc. Employee Stock Ownership Plan · $12M · 546 · 63rd

  • TYPE $12M
  • TYPE 546
  • TYPE 63rd
  • TYPE ESOP
  • TYPE near R & R Millwork, Inc. Employee Stock Ownership Plan
  • TYPE ind #12564

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 Louisiana →

Recon Management Services, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Pickering, Inc. Employee Stock Ownership PlanPickering, Inc. Employee Sto…$12MR & R Millwork, Inc. Employee Stock Ownership PlanR & R Millwork, Inc. Employe…$12MRecon Management Services, Inc. Employee Stock Ownership PlanRecon Management Services, I…$12MTbg Partners Employee Stock Ownership PlanTbg Partners Employee Stock …$12MCentral Bag Company Employee Stock Ownership Plan and TrustCentral Bag Company Employee…$12M
End-of-year total assets ($M) among Recon Management Services, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Recon Management Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Recon Management Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$73M 31.136706108104644% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $55.5M $72.8M ▲ +31.1%
Year Plans Participants Total Assets
2022 2 850 $56M
2023 2 1,091 $67M
2024 2 1,168 $73M

Recon Management Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN721290983
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Louisiana

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

Recon Management Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -2000200400600800 Total assets ($M) Participants Recon Management Services, Inc. Employee Stock Ownership Plan, Total assets ($M): 12.129015 · Participants: 546Recon Management Services, Inc. Employee Stock Ownership PlanMagnolia Employee Stock Ownership Plan, Total assets ($M): 611.505673 · Participants: 44Magnolia Employee Stock Ownership PlanAcadian Ambulance Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 446.486105 · Participants: 3467Acadian Ambulance Service, Inc. Employee Stock Ownership PlanMcelroy Metal Mill, Inc. Employee Stock Ownership Plan, Total assets ($M): 143.058565 · Participants: 570Mcelroy Metal Mill, Inc. Employee Stock Ownership PlanRogers Manufacturing Corporation Employee Stock Ownership Plan, Total assets ($M): 132.262774 · Participants: 153Rogers Manufacturing Corporation Employee Stock Ownership PlanGulf Coast Bank & Trust Company Employee Stock Ownership Plan, Total assets ($M): 126.28162 · Participants: 820Gulf Coast Bank & Trust Company Employee Stock Ownership Plan
Recon Management Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Louisiana, assets vs. participants
Compare Recon Management Services, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Recon Management Services, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Louisiana, the nearest ESOP by assets is R & R Millwork, Inc. Employee Stock Ownership Plan in TX ($12M); by covered participants it is The American National Bank of Texas Employee Stock Ownership Plan in TX (547 participants). Same-state nearby plans are listed separately above.

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 Recon Management Services, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Recon Management Services, Inc. Employee Stock Ownership Plan grew at a solid clip - up 13.9% during 2023, from $11M to $12M. Reported net income was $2M.
How have Recon Management Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Recon Management Services, Inc.'s sponsor-wide assets grew 31.1%, from $56M to $73M.
Which ESOP plans are similar in size to Recon Management Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is R & R Millwork, Inc. Employee Stock Ownership Plan in TX ($12M, 38 participants).
Which ESOP plans cover a similar participant headcount to Recon Management Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The American National Bank of Texas Employee Stock Ownership Plan in TX (547 participants, $37M 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 721290983.

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.