ESOP · DOL Form 5500 · 2024
Rincon Research Corporation ESOP
Data updated 2026-08-25
- $132M
- Total assets Near avg plan size
- 367
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $361,009
- Avg per participant High balance/head
Official DOL plan name: Rincon Research Corporation Money Purchase Pension Plan · Sponsored by Rincon Research Corporation · Arizona · Professional & Technical Services
$132M in assets, 367 participants
Rincon Research Corporation's Rincon Research Corporation Money Purchase Pension Plan reported $132M in total assets and 367 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #18,835 in Professional & Technical Services (20,173 peers)
Where Rincon Research Corporation Money Purchase Pension Plan sits by assets
Rincon Research Corporation Money Purchase Pension Plan sits in the top 10% of all filed plans by assets, $132M for 367 participants (~$361,009/participant), up 5.6% in 2024.
- #18,835
- in Professional & Technical Services (20,173 peers)
- +5.6%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Rincon Research Corporation Money Purchase Pension Plan's outsized position by total assets
Rincon Research Corporation Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$132,490,326 Top 8% higher than 92% 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
Rincon Research Corporation Money Purchase Pension 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. Rincon Research Corporation Money Purchase Pension Plan sits mid-pack in the medium band (367 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Rincon Research Corporation Money Purchase Pension Plan reported net income fell from $12M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Rincon Research Corporation Money Purchase Pension Plan reported participants rose from 334 in the plan year 2023 filing to 367 in the plan year 2024 filing.
- Rincon Research Corporation Money Purchase Pension Plan end-of-year assets rose from $125M in the plan year 2023 filing to $132M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 860465180 · Rincon Research Corporation PY 2024 · ESOP
Rincon Research Corporation Money Purchase Pension Plan · $132M · 367 · 92nd
- SCH $132M
- EBSA 367
- PART 92nd
- TYPE ESOP
- NET near Energy Air, Inc. ESOP
- BOOK ind #18835
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 Arizona →
Rincon Research Corporation Money Purchase Pension Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $125M |
|---|---|
| Net Assets (End of Year) | $132M |
| Net Income | $7M |
| Employer EIN | 860465180 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rincon Research Corporation)
Sponsor-wide plan assets over time
All Rincon Research Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $294M 28.06514522098936% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 924 | $230M |
| 2023 | 3 | 1,027 | $268M |
| 2024 | 3 | 1,123 | $294M |
Nearby ESOP Plans in Arizona
Peer ESOP plans, same state, same plan type, ranked by total assets.
- The Sundt Companies Employee Stock Ownership Plan $1.5B · 3,220
- U-Haul Holding Company Employee Stock Ownership Plan $561M · 21,253
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan $415M · 263
- Wilson Electric Services Corp. Employee Stock Ownership Plan $262M · 757
- Pima Medical Institute Employee Stock Ownership Plan $226M · 1,089
Rincon Research Corporation Money Purchase Pension Plan's out-of-state ESOP peers by assets and headcount
Outside Arizona, the nearest ESOP by assets is Energy Air, Inc. ESOP in FL ($132M); by covered participants it is Artiflex Manufacturing, Inc. Employee Stock Ownership Plan in MI (367 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($132M here).
Similar participant headcount
Nearest other-state filings by covered participants (367 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.