ESOP · DOL Form 5500 · 2024

Rettew Holding Company ESOP

Data updated 2026-08-25

$20M
Total assets Small plan by assets
298
Participants Below avg headcount
70th
Percentile by assets National rank
$67,150
Avg per participant Below avg balance/head
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Official DOL plan name: Rettew Employee Stock Ownership Plan · Sponsored by Rettew Holding Company · Pennsylvania · Professional & Technical Services

$20M in assets, 298 participants

Rettew Holding Company's Rettew Employee Stock Ownership Plan reported $20M in total assets and 298 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #14,025 in Professional & Technical Services (20,173 peers)

Coverage in Pennsylvania

Rettew Employee Stock Ownership Plan covers 298 participants in Pennsylvania, about 36% of the average Pennsylvania filer (state average ~822 per filing). Assets: $20M.

#14,025
in Professional & Technical Services (20,173 peers)
+24.2%
assets growth YoY

Rettew Employee Stock Ownership Plan's outsized position by total assets

Rettew Employee Stock Ownership Plan vs every filed plan by assets

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

$20,010,648 Top 30% higher than 70% 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

Rettew Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rettew Employee Stock Ownership Plan sits mid-pack in the medium band (298 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rettew Employee Stock Ownership Plan end-of-year assets rose from $16M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Rettew Employee Stock Ownership Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Rettew Employee Stock Ownership Plan reported participants rose from 284 in the plan year 2023 filing to 298 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 231712637 · Rettew Holding Company PY 2024 · ESOP

Rettew Employee Stock Ownership Plan · $20M · 298 · 70th

  • EIN $20M
  • EIN 298
  • EIN 70th
  • EIN ESOP
  • EIN near Ers Industries, Inc. Employee Stock Ownership Retirement Plan
  • EIN ind #14025

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 Pennsylvania →

Rettew Employee Stock Ownership Plan in the asset neighbourhood

Aero Systems Engineering, Inc Employee Stock Ownership PlanAero Systems Engineering, In…$20MRettew Employee Stock Ownership PlanRettew Employee Stock Owners…$20MErs Industries, Inc. Employee Stock Ownership Retirement PlanErs Industries, Inc. Employe…$20MGentry Brothers, Inc. Employee Stock Ownership PlanGentry Brothers, Inc. Employ…$20MPeerless Electronics Inc. ESOPPeerless Electronics Inc. ES…$20M
End-of-year total assets ($M) among Rettew Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$2M
Net Income$5M
Employer EIN231712637
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rettew Holding Company)

Sponsor-wide plan assets over time

All Rettew Holding Company plans reported in each filing year

Latest sponsor-wide plan assets
$63M 31.93487320143501% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $48M $63.3M ▲ +31.9%
Year Plans Participants Total Assets
2022 2 559 $48M
2023 2 551 $55M
2024 2 578 $63M

Nearby ESOP Plans in Pennsylvania

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

Rettew Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Rettew Employee Stock Ownership Plan, Total assets ($B): 0.020010648 · Participants: 298Rettew Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.530536956 · Participants: 37745Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.796343385 · Participants: 544Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.721026406 · Participants: 14939Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.679618162 · Participants: 2444Centimark Corporation Employee Stock Ownership Plan and TrustD & H Employee Stock Ownership Plan, Total assets ($B): 0.313919418 · Participants: 1459D & H Employee Stock Ownership Plan
Rettew Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Rettew Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Ers Industries, Inc. Employee Stock Ownership Retirement Plan in NY ($20M); by covered participants it is Crystal Flash, Inc. Employee Stock Ownership Plan in MI (298 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (298 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 Rettew Employee Stock Ownership Plan assets move in 2024? ▼
Rettew Employee Stock Ownership Plan grew sharply - up 24.2% during 2024, from $16M to $20M. Reported net income was $5M.
How have Rettew Holding Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rettew Holding Company's sponsor-wide assets grew 31.9%, from $48M to $63M.
Which ESOP plans are similar in size to Rettew Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ers Industries, Inc. Employee Stock Ownership Retirement Plan in NY ($20M, 38 participants).
Which ESOP plans cover a similar participant headcount to Rettew Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Crystal Flash, Inc. Employee Stock Ownership Plan in MI (298 participants, $66M 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 231712637.

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.