ESOP · DOL Form 5500 · 2024
Rfmco Holdco, Inc. ESOP
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 266
- Participants Below avg headcount
- 44th
- Percentile by assets National rank
- $21,391
- Avg per participant Low balance/head
Official DOL plan name: R.F. Macdonald Employee Stock Ownership Plan · Sponsored by Rfmco Holdco, Inc. · California · Wholesale Trade
$6M in assets, 266 participants
Rfmco Holdco, Inc.'s R.F. Macdonald Employee Stock Ownership Plan reported $6M in total assets and 266 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.
- #2,071 in Wholesale Trade (6,080 peers)
Coverage in California
R.F. Macdonald Employee Stock Ownership Plan covers 266 participants in California, about 42% of the average California filer (state average ~630 per filing). Assets: $6M.
- #2,071
- in Wholesale Trade (6,080 peers)
- -$68M
- reported net income
The plan reported a net loss of $68M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
R.F. Macdonald Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers
R.F. Macdonald Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,690,000 44th percentile higher than 44% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
R.F. Macdonald 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. R.F. Macdonald Employee Stock Ownership Plan sits mid-pack in the medium band (266 participants).
Plan-year Form 5500 strip
Filing strip 990393026 · Rfmco Holdco, Inc. PY 2024 · ESOP
R.F. Macdonald Employee Stock Ownership Plan · $6M · 266 · 44th
- BOOK $6M
- VS-ST 266
- BOY 44th
- SCH ESOP
- EBSA near Town and Country Financial Corp Employee Stock Ownership Plan
- PART ind #2071
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 California →
R.F. Macdonald Employee Stock Ownership Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | -$68M |
| Net Income | -$68M |
| Employer EIN | 990393026 |
| Plan Effective Date | 2024-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Parsons Employee Stock Ownership Plan $5.0B · 8,040
- Acco Employee Stock Ownership Plan $1.7B · 1,499
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.5B · 1,998
- Ecc Employee Stock Ownership Plan $632M · 317
- Agron, Inc. Employee Stock Ownership Plan $596M · 68
R.F. Macdonald Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside California, the nearest ESOP by assets is Town and Country Financial Corp Employee Stock Ownership Plan in IL ($6M); by covered participants it is Qps Employee Stock Ownership Plan in WI (266 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (266 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.