ESOP · DOL Form 5500 · 2024

A. Reddix & Associates Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
61
Participants Small participant base
46th
Percentile by assets National rank
$103,705
Avg per participant Below avg balance/head
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Official DOL plan name: A. Reddix & Associates Inc. Employee Stock Ownership Plan · Sponsored by A. Reddix & Associates Inc. · Virginia · Professional & Technical Services

$6M in assets, 61 participants

A. Reddix & Associates Inc.'s A. Reddix & Associates Inc. Employee Stock Ownership Plan reported $6M in total assets and 61 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,941 in Professional & Technical Services (20,173 peers)

A. Reddix & Associates Inc. multi-year trail

A. Reddix & Associates Inc.'s plans moved +470.2% in assets from 2022 to 2024; this filing shows A. Reddix & Associates Inc. Employee Stock Ownership Plan at $6M / 61 participants.

#8,941
in Professional & Technical Services (20,173 peers)
+53.9%
assets growth YoY

A. Reddix & Associates Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

A. Reddix & Associates Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$6,326,006 46th percentile higher than 46% 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

A. Reddix & Associates 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. A. Reddix & Associates Inc. Employee Stock Ownership Plan is a small filing (61 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • A. Reddix & Associates Inc. Employee Stock Ownership Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • A. Reddix & Associates Inc. Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • A. Reddix & Associates Inc. Employee Stock Ownership Plan reported participants fell from 62 in the plan year 2023 filing to 61 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 205957317 · A. Reddix & Associates Inc. PY 2024 · ESOP

A. Reddix & Associates Inc. Employee Stock Ownership Plan · $6M · 61 · 46th

  • EIN $6M
  • EIN 61
  • EIN 46th
  • EIN ESOP
  • EIN near Tool North, Inc. Employee Stock Ownership Plan
  • EIN ind #8941

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 Virginia →

A. Reddix & Associates Inc. Employee Stock Ownership Plan in the asset neighbourhood

A. Reddix & Associates Inc. Employee Stock Ownership PlanA. Reddix & Associates Inc. …$6MTool North, Inc. Employee Stock Ownership PlanTool North, Inc. Employee St…$6MCoho Partners, Ltd ESOP Ownership PlanCoho Partners, Ltd ESOP Owne…$6MSundance State Bank Profit Sharing and Employee Stock Ownership PlanSundance State Bank Profit S…$6MSouthern Directional, Inc. Employee Stock Ownership PlanSouthern Directional, Inc. E…$6M
End-of-year total assets ($M) among A. Reddix & Associates Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

A. Reddix & Associates Inc. multi-year asset trail

Sponsor-wide plan assets over time

All A. Reddix & Associates Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 470.2361529017475% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $1.11M $6.33M ▲ +470.3%
Year Plans Participants Total Assets
2022 1 55 $1M
2023 1 62 $5M
2024 1 61 $6M

A. Reddix & Associates Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)-$2M
Net Income$3M
Employer EIN205957317
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Virginia

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

A. Reddix & Associates Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants A. Reddix & Associates Inc. Employee Stock Ownership Plan, Total assets ($B): 0.006326006 · Participants: 61A. Reddix & Associates Inc. Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.333135639 · Participants: 6515Nvr, Inc. Employee Stock Ownership PlanDelta Star Employee Stock Ownership Plan, Total assets ($B): 0.446814442 · Participants: 222Delta Star Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.407104271 · Participants: 1962Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.385752212 · Participants: 1811The Resorts Companies, Inc. Employee Stock Ownership PlanNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.380000537 · Participants: 458New River Electrical Corporation Employee Stock Ownership Plan
A. Reddix & Associates Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants

A. Reddix & Associates Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Tool North, Inc. Employee Stock Ownership Plan in MI ($6M); by covered participants it is Minn-Dak, Co. Employee Stock Ownership Plan in ND (61 participants). Same-state nearby plans are listed separately above.

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 A. Reddix & Associates Inc. Employee Stock Ownership Plan assets move in 2024?
A. Reddix & Associates Inc. Employee Stock Ownership Plan surged - up 53.9% during 2024, from $4M to $6M. Reported net income was $3M.
How have A. Reddix & Associates Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), A. Reddix & Associates Inc.'s sponsor-wide assets grew 470.2%, from $1M to $6M.
Which ESOP plans are similar in size to A. Reddix & Associates Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Tool North, Inc. Employee Stock Ownership Plan in MI ($6M, 28 participants).
Which ESOP plans cover a similar participant headcount to A. Reddix & Associates Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Minn-Dak, Co. Employee Stock Ownership Plan in ND (61 participants, $30M in assets).