ESOP · DOL Form 5500 · 2024

Columbia Resource Technology, Inc. ESOP

Data updated 2026-08-25

$18M
Total assets Small plan by assets
97
Participants Small participant base
68th
Percentile by assets National rank
$183,047
Avg per participant Above avg balance/head
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Official DOL plan name: Regal Service Employee Stock Ownership Plan · Sponsored by Columbia Resource Technology, Inc. · New York · Transportation & Warehousing

$18M in assets, 97 participants

Columbia Resource Technology, Inc.'s Regal Service Employee Stock Ownership Plan reported $18M in total assets and 97 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #2,251 in Transportation & Warehousing (3,299 peers)

Columbia Resource Technology, Inc. multi-year trail

Columbia Resource Technology, Inc.'s plans moved -19.1% in assets from 2022 to 2024; this filing shows Regal Service Employee Stock Ownership Plan at $18M / 97 participants.

#2,251
in Transportation & Warehousing (3,299 peers)
-17.7%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Regal Service Employee Stock Ownership Plan's outsized position by total assets

Regal Service Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$17,755,542 Top 32% higher than 68% of 123,620 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 2024

Regal Service Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Regal Service Employee Stock Ownership Plan is a small filing (97 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Regal Service Employee Stock Ownership Plan reported net income fell from -$281K in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Regal Service Employee Stock Ownership Plan end-of-year assets fell from $22M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Regal Service Employee Stock Ownership Plan reported participants fell from 98 in the plan year 2023 filing to 97 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 251577573 · Columbia Resource Technology, Inc. PY 2024 · ESOP

Regal Service Employee Stock Ownership Plan · $18M · 97 · 68th

  • RANK $18M
  • RANK 97
  • RANK 68th
  • RANK ESOP
  • RANK near One Source Equipment Rentals Employee Stock Ownership Plan
  • RANK ind #2251

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 New York →

Regal Service Employee Stock Ownership Plan in the asset neighbourhood

Roy's Holding's, Inc. Employee Stock Ownership PlanRoy's Holding's, Inc. Employ…$18MThe Bennington State Bank Employee Stock Ownership PlanThe Bennington State Bank Em…$18MRegal Service Employee Stock Ownership PlanRegal Service Employee Stock…$18MStrategic Health Partners, Inc. Employee Stock Ownership PlanStrategic Health Partners, I…$18MOne Source Equipment Rentals Employee Stock Ownership PlanOne Source Equipment Rentals…$18M
End-of-year total assets ($M) among Regal Service Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Columbia Resource Technology, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Columbia Resource Technology, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 19.126107632189935% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $22M $17.8M ▼ -19.1%
Year Plans Participants Total Assets
2022 1 105 $22M
2023 1 98 $22M
2024 1 97 $18M

Columbia Resource Technology, Inc. filing trail (2024)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$18M
Net Income-$4M
Employer EIN251577573
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

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

Regal Service Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Regal Service Employee Stock Ownership Plan, Total assets ($M): 17.755542 · Participants: 97Regal Service Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 896.840227 · Participants: 3483Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 450.776522 · Participants: 3042North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 306.094988 · Participants: 3209Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 254.362741 · Participants: 1716Greenman-Pedersen, Inc. Employee Stock Ownership PlanMarshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 234.345888 · Participants: 518Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan
Regal Service Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Regal Service Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New York, the nearest ESOP by assets is One Source Equipment Rentals Employee Stock Ownership Plan in IL ($18M); by covered participants it is Barnes, Inc. Employee Stock Ownership Plan in WI (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Regal Service Employee Stock Ownership Plan assets move in 2024? ▼
Regal Service Employee Stock Ownership Plan declined sharply - down 17.7% during 2024, from $22M to $18M. Reported net income was -$4M.
How have Columbia Resource Technology, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Columbia Resource Technology, Inc.'s sponsor-wide assets declined 19.1%, from $22M to $18M.
Which ESOP plans are similar in size to Regal Service Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is One Source Equipment Rentals Employee Stock Ownership Plan in IL ($18M, N/A participants).
Which ESOP plans cover a similar participant headcount to Regal Service Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Barnes, Inc. Employee Stock Ownership Plan in WI (97 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 251577573.

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.