ESOP · DOL Form 5500 · 2024

Rational 360, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
60
Participants Small participant base
58th
Percentile by assets National rank
$181,780
Avg per participant Above avg balance/head
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Official DOL plan name: Rational 360 Employee Stock Ownership Plan · Sponsored by Rational 360, Inc. · District of Columbia · Professional & Technical Services

$11M in assets, 60 participants

Rational 360, Inc.'s Rational 360 Employee Stock Ownership Plan reported $11M in total assets and 60 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,286 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Rational 360 Employee Stock Ownership Plan holds $11M for 60 participants - about $181,780 per participant, above the median plan by assets.

#11,286
in Professional & Technical Services (20,173 peers)
-2.4%
assets change YoY

Rational 360 Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Rational 360 Employee Stock Ownership Plan vs every filed plan by assets

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

$10,906,800 Top 42% higher than 58% 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

Rational 360 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. Rational 360 Employee Stock Ownership Plan is a small filing (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rational 360 Employee Stock Ownership Plan reported participants rose from 3 in the plan year 2023 filing to 60 in the plan year 2024 filing.
  • Rational 360 Employee Stock Ownership Plan reported net income rose from -$15M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Rational 360 Employee Stock Ownership Plan end-of-year assets fell from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 275245422 · Rational 360, Inc. PY 2024 · ESOP

Rational 360 Employee Stock Ownership Plan · $11M · 60 · 58th

  • 5500 $11M
  • 5500 60
  • 5500 58th
  • 5500 ESOP
  • 5500 near Peninsula Insurance Bureau Employee Stock Ownership Plan
  • 5500 ind #11286

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 District of Columbia →

Rational 360 Employee Stock Ownership Plan in the asset neighbourhood

Rational 360 Employee Stock Ownership PlanRational 360 Employee Stock …$11MPeninsula Insurance Bureau Employee Stock Ownership PlanPeninsula Insurance Bureau E…$11MAndrew Davidson & Co., Inc. Employee Stock Ownership PlanAndrew Davidson & Co., Inc. …$11MMarina Landscape, Inc. ESOP$11MEscalante Concrete Employee Stock Ownership PlanEscalante Concrete Employee …$11M
End-of-year total assets ($M) among Rational 360 Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)-$11M
Net Income$4M
Employer EIN275245422
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rational 360, Inc.)

Sponsor-wide plan assets over time

All Rational 360, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 2.351940552397153% vs 2023
2024 filing year
$10.8M$10.9M$11M$11.1M$11.2M 20232024 $11.2M $10.9M ▼ -2.3%
Year Plans Participants Total Assets
2023 1 3 $11M
2024 1 60 $11M

Nearby ESOP Plans in District of Columbia

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

Rational 360 Employee Stock Ownership Plan vs. nearby ESOP plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -50050100150200 Total assets ($M) Participants Rational 360 Employee Stock Ownership Plan, Total assets ($M): 10.9068 · Participants: 60Rational 360 Employee Stock Ownership PlanChemonics International, Inc. Employee Stock Ownership Plan, Total assets ($M): 181.003524 · Participants: 2321Chemonics International, Inc. Employee Stock Ownership PlanCornerstone Government Affairs, Inc. Employee Stock Ownership Plan, Total assets ($M): 73.322141 · Participants: 126Cornerstone Government Affairs, Inc. Employee Stock Ownership PlanHager Sharp, Inc. Employee Stock Ownership Plan, Total assets ($M): 12.813899 · Participants: 34Hager Sharp, Inc. Employee Stock Ownership PlanTech-Marine Business, Inc. Employee Stock Ownership Plan, Total assets ($M): 10.267121 · Participants: 144Tech-Marine Business, Inc. Employee Stock Ownership PlanCallahan & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 8.340907 · Participants: 95Callahan & Associates, Inc. Employee Stock Ownership Plan
Rational 360 Employee Stock Ownership Plan vs. nearby ESOP plans in District of Columbia, assets vs. participants
Compare Rational 360 Employee Stock Ownership Plan side-by-side with 3 peers →

Rational 360 Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside District of Columbia, the nearest ESOP by assets is Peninsula Insurance Bureau Employee Stock Ownership Plan in FL ($11M); by covered participants it is Quality Machining, Inc. Employee Stock Ownership Plan in WI (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 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 Rational 360 Employee Stock Ownership Plan assets move in 2024? ▼
Rational 360 Employee Stock Ownership Plan edged down modestly - down 2.4% during 2024, from $11M to $11M. Reported net income was $4M.
How have Rational 360, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Rational 360, Inc.'s sponsor-wide assets declined 2.4%, from $11M to $11M.
Which ESOP plans are similar in size to Rational 360 Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Peninsula Insurance Bureau Employee Stock Ownership Plan in FL ($11M, 105 participants).
Which ESOP plans cover a similar participant headcount to Rational 360 Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Quality Machining, Inc. Employee Stock Ownership Plan in WI (60 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 275245422.

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.