ESOP · DOL Form 5500 · 2024

Rm Resources, Inc. ESOP

Data updated 2026-08-25

$27M
Total assets Below avg plan size
109
Participants Small participant base
75th
Percentile by assets National rank
$243,968
Avg per participant Above avg balance/head
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Official DOL plan name: Rm Resources Employee Stock Ownership Plan · Sponsored by Rm Resources, Inc. · Wisconsin · Professional & Technical Services

$27M in assets, 109 participants

Rm Resources, Inc.'s Rm Resources Employee Stock Ownership Plan reported $27M in total assets and 109 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,198 in Professional & Technical Services (20,173 peers)

Coverage in Wisconsin

Rm Resources Employee Stock Ownership Plan covers 109 participants in Wisconsin, about 19% of the average Wisconsin filer (state average ~563 per filing). Assets: $27M.

#15,198
in Professional & Technical Services (20,173 peers)
+10.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Rm Resources Employee Stock Ownership Plan's outsized position by total assets

Rm Resources Employee Stock Ownership Plan vs every filed plan by assets

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

$26,592,559 Top 25% higher than 75% 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

Rm Resources 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. Rm Resources Employee Stock Ownership Plan sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rm Resources Employee Stock Ownership Plan reported net income rose from -$76K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Rm Resources Employee Stock Ownership Plan end-of-year assets rose from $24M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Rm Resources Employee Stock Ownership Plan reported participants fell from 111 in the plan year 2023 filing to 109 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 844068217 · Rm Resources, Inc. PY 2024 · ESOP

Rm Resources Employee Stock Ownership Plan · $27M · 109 · 75th

  • SCH $27M
  • SCH 109
  • SCH 75th
  • SCH ESOP
  • SCH near Rifenburg Employee Stock Ownership Plan
  • SCH ind #15198

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 →

Rm Resources Employee Stock Ownership Plan in the asset neighbourhood

Rifenburg Employee Stock Ownership PlanRifenburg Employee Stock Own…$27MRm Resources Employee Stock Ownership PlanRm Resources Employee Stock …$27MSentinel Technologies Inc. Employee Stock Ownership PlanSentinel Technologies Inc. E…$27MRampart Multifamily, Inc. Employee Stock Ownership PlanRampart Multifamily, Inc. Em…$27MDorsett & Jackson, Inc. Employee Stock Ownership PlanDorsett & Jackson, Inc. Empl…$26M
End-of-year total assets ($M) among Rm Resources Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$24M
Net Income$2M
Employer EIN844068217
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rm Resources, Inc.)

Sponsor-wide plan assets over time

All Rm Resources, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 25.61631333884751% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $21.2M $26.6M ▲ +25.6%
Year Plans Participants Total Assets
2022 1 94 $21M
2023 1 111 $24M
2024 1 109 $27M

Nearby ESOP Plans in Wisconsin

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

Rm Resources Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Rm Resources Employee Stock Ownership Plan, Total assets ($B): 0.026592559 · Participants: 109Rm Resources 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
Rm Resources Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Rm Resources Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is Rifenburg Employee Stock Ownership Plan in NY ($27M); by covered participants it is Galfab Holdings Inc. Employee Stock Ownership Plan in IL (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Rm Resources Employee Stock Ownership Plan assets move in 2024? ▼
Rm Resources Employee Stock Ownership Plan grew at a solid clip - up 10.9% during 2024, from $24M to $27M. Reported net income was $2M.
How have Rm Resources, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rm Resources, Inc.'s sponsor-wide assets grew 25.6%, from $21M to $27M.
Where does Rm Resources Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Rm Resources Employee Stock Ownership Plan ranks in the 75th 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 Rm Resources Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Rifenburg Employee Stock Ownership Plan in NY ($27M, 310 participants).
Which ESOP plans cover a similar participant headcount to Rm Resources Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Galfab Holdings Inc. Employee Stock Ownership Plan in IL (109 participants, $150K 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 844068217.

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.