ESOP · DOL Form 5500 · 2024

Rural Electric, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
85
Participants Small participant base
44th
Percentile by assets National rank
$66,353
Avg per participant Below avg balance/head
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Official DOL plan name: Rural Electric, Inc. Employee Stock Ownership Plan · Sponsored by Rural Electric, Inc. · Arizona · Construction

$6M in assets, 85 participants

Rural Electric, Inc.'s Rural Electric, Inc. Employee Stock Ownership Plan reported $6M in total assets and 85 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #3,866 in Construction (9,039 peers)

Rural Electric, Inc. multi-year trail

Rural Electric, Inc.'s plans moved +34.0% in assets from 2022 to 2024; this filing shows Rural Electric, Inc. Employee Stock Ownership Plan at $6M / 85 participants.

#3,866
in Construction (9,039 peers)
+27.0%
assets growth YoY

Rural Electric, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Rural Electric, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,640,000 44th percentile higher than 44% 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

Rural Electric, Inc. 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. Rural Electric, Inc. Employee Stock Ownership Plan is a small filing (85 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rural Electric, Inc. Employee Stock Ownership Plan reported net income rose from $614K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Rural Electric, Inc. Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Rural Electric, Inc. Employee Stock Ownership Plan reported participants rose from 81 in the plan year 2023 filing to 85 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 860360401 · Rural Electric, Inc. PY 2024 · ESOP

Rural Electric, Inc. Employee Stock Ownership Plan · $6M · 85 · 44th

  • 5500 $6M
  • ASSETS 85
  • PCT 44th
  • EIN ESOP
  • RANK near Goelzer Employee Stock Ownership Plan
  • PHOTO ind #3866

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 Arizona →

Rural Electric, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Ironsite, Inc. Employee Stock Ownership PlanIronsite, Inc. Employee Stoc…$6MRural Electric, Inc. Employee Stock Ownership PlanRural Electric, Inc. Employe…$6MGoelzer Employee Stock Ownership PlanGoelzer Employee Stock Owner…$6MHawkins, Inc. Employee Stock Ownership Plan for Certain Collectively Bargained EmployeesHawkins, Inc. Employee Stock…$6MImmediate Health Employee Stock Ownership PlanImmediate Health Employee St…$6M
End-of-year total assets ($M) among Rural Electric, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Rural Electric, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Rural Electric, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 34.0481854270096% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.39M $9.9M ▲ +34.0%
Year Plans Participants Total Assets
2022 2 222 $7M
2023 2 201 $8M
2024 2 206 $10M

Rural Electric, Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)-$455K
Net Income$2M
Employer EIN860360401
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Arizona

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

Rural Electric, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Rural Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00564 · Participants: 85Rural Electric, Inc. Employee Stock Ownership PlanThe Sundt Companies Employee Stock Ownership Plan, Total assets ($B): 1.454509943 · Participants: 3220The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($B): 0.561105831 · Participants: 21253U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.414837473 · Participants: 263Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanWilson Electric Services Corp. Employee Stock Ownership Plan, Total assets ($B): 0.26183793 · Participants: 757Wilson Electric Services Corp. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($B): 0.225590305 · Participants: 1089Pima Medical Institute Employee Stock Ownership Plan
Rural Electric, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Rural Electric, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Rural Electric, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Arizona, the nearest ESOP by assets is Goelzer Employee Stock Ownership Plan in IN ($6M); by covered participants it is Barton Associates, Inc. Employee Stock Ownership Plan in PA (85 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (85 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 Rural Electric, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Rural Electric, Inc. Employee Stock Ownership Plan grew sharply - up 27.0% during 2024, from $4M to $6M. Reported net income was $2M.
How have Rural Electric, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rural Electric, Inc.'s sponsor-wide assets grew 34.0%, from $7M to $10M.
Which ESOP plans are similar in size to Rural Electric, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Goelzer Employee Stock Ownership Plan in IN ($6M, 35 participants).
Which ESOP plans cover a similar participant headcount to Rural Electric, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Barton Associates, Inc. Employee Stock Ownership Plan in PA (85 participants, $8M 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 860360401.

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.