ESOP · DOL Form 5500 · 2024

Rees Associates, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
50
Participants Small participant base
33rd
Percentile by assets National rank
$54,979
Avg per participant Low balance/head
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Official DOL plan name: Rees Associates, Inc. Employee Stock Ownership Plan · Sponsored by Rees Associates, Inc. · Oklahoma · Professional & Technical Services

$3M in assets, 50 participants

Rees Associates, Inc.'s Rees Associates, Inc. Employee Stock Ownership Plan reported $3M in total assets and 50 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,927 in Professional & Technical Services (20,173 peers)

Rees Associates, Inc. multi-year trail

Rees Associates, Inc.'s plans moved +60.8% in assets from 2022 to 2024; this filing shows Rees Associates, Inc. Employee Stock Ownership Plan at $3M / 50 participants.

#5,927
in Professional & Technical Services (20,173 peers)
+16.7%
assets growth YoY

Rees Associates, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Rees Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,748,972 33rd percentile higher than 33% 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

Rees 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. Rees Associates, Inc. Employee Stock Ownership Plan is a small filing (50 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rees Associates, Inc. Employee Stock Ownership Plan reported net income fell from $647K in the plan year 2023 filing to $395K in the plan year 2024 filing.
  • Rees Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Rees Associates, Inc. Employee Stock Ownership Plan reported participants rose from 48 in the plan year 2023 filing to 50 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 730992452 · Rees Associates, Inc. PY 2024 · ESOP

Rees Associates, Inc. Employee Stock Ownership Plan · $3M · 50 · 33rd

  • ASSETS $3M
  • ASSETS 50
  • ASSETS 33rd
  • ASSETS ESOP
  • ASSETS near Garlich Printing Company Employee Stock Ownership Plan
  • ASSETS ind #5927

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 Oklahoma →

Rees Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Rees Associates, Inc. Employee Stock Ownership PlanRees Associates, Inc. Employ…$3MGarlich Printing Company Employee Stock Ownership PlanGarlich Printing Company Emp…$3MSauder Custom Fabrication, Inc. Employee Stock Ownership PlanSauder Custom Fabrication, I…$3MOsb Community Bank Employee Stock Ownership PlanOsb Community Bank Employee …$3MC & S Supply Co., Inc. Employee Stock Ownership PlanC & S Supply Co., Inc. Emplo…$3M
End-of-year total assets ($M) among Rees Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Rees Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Rees Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 60.8408040132793% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.71M $2.75M ▲ +60.8%
Year Plans Participants Total Assets
2022 1 50 $2M
2023 1 48 $2M
2024 1 50 $3M

Rees Associates, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$395K
Employer EIN730992452
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Oklahoma

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

Rees Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400 Total assets ($M) Participants Rees Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 2.748972 · Participants: 50Rees Associates, Inc. Employee Stock Ownership PlanLocke Supply Co. Employee Stock Ownership Plan, Total assets ($M): 293.39846 · Participants: 1287Locke Supply Co. Employee Stock Ownership PlanInternational Chemical Company Employee Stock Ownership Plan, Total assets ($M): 250.621974 · Participants: 65International Chemical Company Employee Stock Ownership PlanMetro Builders Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 169.059478 · Participants: 1300Metro Builders Supply, Inc. Employee Stock Ownership PlanBancfirst Corporation Employee Stock Ownership Plan, Total assets ($M): 159.065318 · Participants: 1860Bancfirst Corporation Employee Stock Ownership PlanAberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 119.442225 · Participants: 172Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan
Rees Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants
Compare Rees Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Rees Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oklahoma, the nearest ESOP by assets is Garlich Printing Company Employee Stock Ownership Plan in MO ($3M); by covered participants it is Suburban K9 Employee Stock Ownership Plan in TX (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 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 Rees Associates, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Rees Associates, Inc. Employee Stock Ownership Plan grew sharply - up 16.7% during 2024, from $2M to $3M. Reported net income was $395K.
How have Rees Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rees Associates, Inc.'s sponsor-wide assets grew 60.8%, from $2M to $3M.
Which ESOP plans are similar in size to Rees Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Garlich Printing Company Employee Stock Ownership Plan in MO ($3M, 59 participants).
Which ESOP plans cover a similar participant headcount to Rees Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Suburban K9 Employee Stock Ownership Plan in TX (50 participants, $146K 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 730992452.

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.