ESOP · DOL Form 5500 · 2024

Richard, Wayne & Roberts, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
50
Participants Small participant base
45th
Percentile by assets National rank
$118,400
Avg per participant Near avg balance/head
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Official DOL plan name: Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan · Sponsored by Richard, Wayne & Roberts, Inc. · Texas · Administrative & Support Services

$6M in assets, 50 participants

Richard, Wayne & Roberts, Inc.'s Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan reported $6M in total assets and 50 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,937 in Administrative & Support Services (4,368 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan ranks #2,937 of 4,368 2024 filers by assets (487% of the sector average)-$6M for 50 participants.

#2,937
in Administrative & Support Services (4,368 peers)
-2.5%
assets change YoY

Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Administrative & Support Services and all filers

Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,920,000 45th percentile higher than 45% 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

Richard, Wayne & Roberts, 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. Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan is a small filing (50 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to $77K in the plan year 2024 filing.
  • Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan reported participants rose from 43 in the plan year 2023 filing to 50 in the plan year 2024 filing.
  • Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan end-of-year assets fell from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 760686681 · Richard, Wayne & Roberts, Inc. PY 2024 · ESOP

Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan · $6M · 50 · 45th

  • BOOK $6M
  • VS-ST 50
  • BOY 45th
  • SCH ESOP
  • EBSA near Stock Ownership Plan & Trust of Stone & Ward Inc.
  • PART ind #2937

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 Texas →

Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Hemet Bancorp Employee Stock Ownership PlanHemet Bancorp Employee Stock…$6MNatural Resources Consulting Engineers, Inc. Employee Stock Ownership PlanNatural Resources Consulting…$6MRichard, Wayne & Roberts, Inc. Employee Stock Ownership PlanRichard, Wayne & Roberts, In…$6MStock Ownership Plan & Trust of Stone & Ward Inc.Stock Ownership Plan & Trust…$6MV3 Companies, Ltd. Employee Stock Ownership PlanV3 Companies, Ltd. Employee …$6M
End-of-year total assets ($M) among Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$4M
Net Income$77K
Employer EIN760686681
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Richard, Wayne & Roberts, Inc.)

Sponsor-wide plan assets over time

All Richard, Wayne & Roberts, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 31.555555555555554% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.5M $5.92M ▲ +31.6%
Year Plans Participants Total Assets
2022 1 40 $5M
2023 1 43 $6M
2024 1 50 $6M

Nearby ESOP Plans in Texas

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

Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00592 · Participants: 50Richard, Wayne & Roberts, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Stock Ownership Plan & Trust of Stone & Ward Inc. in AR ($6M); by covered participants it is Admix, Inc. Employee Stock Ownership Plan in NH (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 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 Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan edged down modestly - down 2.5% during 2024, from $6M to $6M. Reported net income was $77K.
How have Richard, Wayne & Roberts, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard, Wayne & Roberts, Inc.'s sponsor-wide assets grew 31.6%, from $5M to $6M.
Which ESOP plans are similar in size to Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Stock Ownership Plan & Trust of Stone & Ward Inc. in AR ($6M, 40 participants).
Which ESOP plans cover a similar participant headcount to Richard, Wayne & Roberts, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Admix, Inc. Employee Stock Ownership Plan in NH (50 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 760686681.

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.