ESOP · DOL Form 5500 · 2024

Rw Thrive, Inc. ESOP

Data updated 2026-08-25

$43M
Total assets Below avg plan size
74
Participants Small participant base
82nd
Percentile by assets National rank
$575,126
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Rw Thrive Employee Stock Ownership Plan · Sponsored by Rw Thrive, Inc. · Wisconsin · Manufacturing

$43M in assets, 74 participants

Rw Thrive, Inc.'s Rw Thrive Employee Stock Ownership Plan reported $43M in total assets and 74 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #13,337 in Manufacturing (17,777 peers)

Where Rw Thrive Employee Stock Ownership Plan sits by assets

Rw Thrive Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $43M for 74 participants (~$575,126/participant), up 17.6% in 2024.

#13,337
in Manufacturing (17,777 peers)
+17.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Rw Thrive Employee Stock Ownership Plan's outsized position by total assets

Rw Thrive Employee Stock Ownership Plan vs every filed plan by assets

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

$42,559,318 Top 18% higher than 82% 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

Rw Thrive 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. Rw Thrive Employee Stock Ownership Plan is a small filing (74 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 990483773 · Rw Thrive, Inc. PY 2024 · ESOP

Rw Thrive Employee Stock Ownership Plan · $43M · 74 · 82nd

  • SCH $43M
  • SCH 74
  • SCH 82nd
  • SCH ESOP
  • SCH near Capitol Federal Financial, Inc. Employee Stock Ownership Plan
  • SCH ind #13337

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 Wisconsin →

Rw Thrive Employee Stock Ownership Plan in the asset neighbourhood

Agvise Laboratories, Inc. Employee Stock Ownership PlanAgvise Laboratories, Inc. Em…$43MCi3 Employee Stock Ownership PlanCi3 Employee Stock Ownership…$43MRw Thrive Employee Stock Ownership PlanRw Thrive Employee Stock Own…$43MCapitol Federal Financial, Inc. Employee Stock Ownership PlanCapitol Federal Financial, I…$43MAlaska Rubber & Supply, Inc. Employee Stock Ownership Plan and TrustAlaska Rubber & Supply, Inc.…$42M
End-of-year total assets ($M) among Rw Thrive Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$37M
Net Income$7M
Employer EIN990483773
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

Rw Thrive Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Rw Thrive Employee Stock Ownership Plan, Total assets ($B): 0.042559318 · Participants: 74Rw Thrive Employee Stock Ownership PlanSchreiber Foods, Inc Employee Stock Ownership Plan, Total assets ($B): 3.761100176 · Participants: 6519Schreiber Foods, Inc Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.795573537 · Participants: 2967Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.604138718 · Participants: 1689Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.332844757 · Participants: 834Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.31505419 · Participants: 266Trachte Building Systems Employee Stock Ownership Plan
Rw Thrive Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Rw Thrive Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is Capitol Federal Financial, Inc. Employee Stock Ownership Plan in KS ($43M); by covered participants it is The Bank of South Carolina Employee Stock Ownership Plan and Trust in SC (74 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (74 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 Rw Thrive Employee Stock Ownership Plan assets move in 2024? ▼
Rw Thrive Employee Stock Ownership Plan grew sharply - up 17.6% during 2024, from $36M to $43M. Reported net income was $7M.
Where does Rw Thrive Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Rw Thrive Employee Stock Ownership Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Rw Thrive Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Capitol Federal Financial, Inc. Employee Stock Ownership Plan in KS ($43M, 529 participants).
Which ESOP plans cover a similar participant headcount to Rw Thrive Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Bank of South Carolina Employee Stock Ownership Plan and Trust in SC (74 participants, $14M 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 990483773.

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.