ESOP · DOL Form 5500 · 2024

Jerome H. Rhoads, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
163
Participants Small participant base
40th
Percentile by assets National rank
$27,609
Avg per participant Low balance/head
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Official DOL plan name: Jerome H. Rhoads, Inc. Employee Stock Ownership Plan · Sponsored by Jerome H. Rhoads, Inc. · Pennsylvania · Wholesale Trade

$5M in assets, 163 participants

Jerome H. Rhoads, Inc.'s Jerome H. Rhoads, Inc. Employee Stock Ownership Plan reported $5M in total assets and 163 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #1,825 in Wholesale Trade (6,080 peers)

Coverage in Pennsylvania

Jerome H. Rhoads, Inc. Employee Stock Ownership Plan covers 163 participants in Pennsylvania, about 20% of the average Pennsylvania filer (state average ~822 per filing). Assets: $5M.

#1,825
in Wholesale Trade (6,080 peers)
+27.1%
assets growth YoY

Jerome H. Rhoads, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Jerome H. Rhoads, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,500,317 40th percentile higher than 40% 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

Jerome H. Rhoads, Inc. 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. Jerome H. Rhoads, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (163 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jerome H. Rhoads, Inc. Employee Stock Ownership Plan reported net income rose from -$83K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Jerome H. Rhoads, Inc. Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Jerome H. Rhoads, Inc. Employee Stock Ownership Plan reported participants fell from 172 in the plan year 2023 filing to 163 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 231521282 · Jerome H. Rhoads, Inc. PY 2024 · ESOP

Jerome H. Rhoads, Inc. Employee Stock Ownership Plan · $5M · 163 · 40th

  • NET $5M
  • NET 163
  • NET 40th
  • NET ESOP
  • NET near Ses Environmental Employee Stock Ownership Plan and Trust
  • NET ind #1825

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 →

Jerome H. Rhoads, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Elkton Bancorp, Inc. & Affiliated Companies Employee Stock Ownership PlanElkton Bancorp, Inc. & Affil…$5MStevens Global Logistics, Inc. Employee Stock Ownership PlanStevens Global Logistics, In…$5MJerome H. Rhoads, Inc. Employee Stock Ownership PlanJerome H. Rhoads, Inc. Emplo…$5MSes Environmental Employee Stock Ownership Plan and TrustSes Environmental Employee S…$5MDouble-Diamond Delaware, Inc. Employee Stock Ownership PlanDouble-Diamond Delaware, Inc…$4M
End-of-year total assets ($M) among Jerome H. Rhoads, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$2M
Net Income$1M
Employer EIN231521282
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jerome H. Rhoads, Inc.)

Sponsor-wide plan assets over time

All Jerome H. Rhoads, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 22.341782662520004% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.8M $12M ▲ +22.3%
Year Plans Participants Total Assets
2022 2 314 $10M
2023 2 340 $11M
2024 2 329 $12M

Nearby ESOP Plans in Pennsylvania

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

Jerome H. Rhoads, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Jerome H. Rhoads, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.004500317 · Participants: 163Jerome H. Rhoads, Inc. 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
Jerome H. Rhoads, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Jerome H. Rhoads, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Jerome H. Rhoads, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Ses Environmental Employee Stock Ownership Plan and Trust in IN ($5M); by covered participants it is Martin/Brattrud, Inc. Employee Stock Ownership Plan in CA (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 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 Jerome H. Rhoads, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Jerome H. Rhoads, Inc. Employee Stock Ownership Plan grew sharply - up 27.1% during 2024, from $4M to $5M. Reported net income was $1M.
How have Jerome H. Rhoads, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jerome H. Rhoads, Inc.'s sponsor-wide assets grew 22.3%, from $10M to $12M.
Which ESOP plans are similar in size to Jerome H. Rhoads, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ses Environmental Employee Stock Ownership Plan and Trust in IN ($5M, 38 participants).
Which ESOP plans cover a similar participant headcount to Jerome H. Rhoads, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Martin/Brattrud, Inc. Employee Stock Ownership Plan in CA (163 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 231521282.

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.