ESOP · DOL Form 5500 · 2024

Fieldman, Rolapp & Associates, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
16
Participants Small participant base
34th
Percentile by assets National rank
$184,484
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Fieldman, Rolapp & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Fieldman, Rolapp & Associates, Inc. · California · Professional & Technical Services

$3M in assets, 16 participants

Fieldman, Rolapp & Associates, Inc.'s Fieldman, Rolapp & Associates, Inc. Employee Stock Ownership Plan reported $3M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,115 in Professional & Technical Services (20,173 peers)

Fieldman, Rolapp & Associates, Inc. multi-year trail

Fieldman, Rolapp & Associates, Inc.'s plans moved -57.9% in assets from 2022 to 2024; this filing shows Fieldman, Rolapp & Associates, Inc. Employee Stock Ownership Plan at $3M / 16 participants.

#6,115
in Professional & Technical Services (20,173 peers)
+24.4%
assets growth YoY

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

Fieldman, Rolapp & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,951,745 34th percentile higher than 34% 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

Fieldman, Rolapp & 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. Fieldman, Rolapp & Associates, Inc. Employee Stock Ownership Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fieldman, Rolapp & Associates, Inc. Employee Stock Ownership Plan reported net income rose from $98K in the plan year 2023 filing to $574K in the plan year 2024 filing.
  • Fieldman, Rolapp & 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.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 952920834 · Fieldman, Rolapp & Associates, Inc. PY 2024 · ESOP

Fieldman, Rolapp & Associates, Inc. Employee Stock Ownership Plan · $3M · 16 · 34th

  • EIN $3M
  • RANK 16
  • PHOTO 34th
  • IND ESOP
  • EOY near Midstate Financial Corp. Employee Stock Ownership Plan
  • 5500 ind #6115

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 →

Fieldman, Rolapp & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Rj Tide Construction Company, Inc. Employee Stock Ownership PlanRj Tide Construction Company…$3MFieldman, Rolapp & Associates, Inc. Employee Stock Ownership PlanFieldman, Rolapp & Associate…$3MMidstate Financial Corp. Employee Stock Ownership PlanMidstate Financial Corp. Emp…$3MThe Bank of Herrin Employee Stock Ownership PlanThe Bank of Herrin Employee …$3MValley Business Machines, Inc. Employee Stock Ownership PlanValley Business Machines, In…$3M
End-of-year total assets ($M) among Fieldman, Rolapp & Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Fieldman, Rolapp & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Fieldman, Rolapp & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 57.905290701057254% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $7.01M $2.95M ▼ -57.9%
Year Plans Participants Total Assets
2022 2 33 $7M
2023 2 33 $8M
2024 1 16 $3M

Fieldman, Rolapp & Associates, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$574K
Employer EIN952920834
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Fieldman, Rolapp & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Fieldman, Rolapp & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002951745 · Participants: 16Fieldman, Rolapp & Associates, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Fieldman, Rolapp & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Fieldman, Rolapp & Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Midstate Financial Corp. Employee Stock Ownership Plan in IN ($3M); by covered participants it is Mediu, Inc. Employee Stock Ownership Plan in OH (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Fieldman, Rolapp & Associates, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Fieldman, Rolapp & Associates, Inc. Employee Stock Ownership Plan grew sharply - up 24.4% during 2024, from $2M to $3M. Reported net income was $574K.
How have Fieldman, Rolapp & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fieldman, Rolapp & Associates, Inc.'s sponsor-wide assets declined 57.9%, from $7M to $3M.
Which ESOP plans are similar in size to Fieldman, Rolapp & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Midstate Financial Corp. Employee Stock Ownership Plan in IN ($3M, 40 participants).
Which ESOP plans cover a similar participant headcount to Fieldman, Rolapp & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mediu, Inc. Employee Stock Ownership Plan in OH (16 participants, $3M 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 952920834.

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.