ESOP · DOL Form 5500 · 2024

R3 Strategic Support Group, Inc. ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
159
Participants Small participant base
61st
Percentile by assets National rank
$80,767
Avg per participant Below avg balance/head
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Official DOL plan name: R3 Employee Stock Ownership Plan · Sponsored by R3 Strategic Support Group, Inc. · California · Professional & Technical Services

$13M in assets, 159 participants

R3 Strategic Support Group, Inc.'s R3 Employee Stock Ownership Plan reported $13M in total assets and 159 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,092 in Professional & Technical Services (20,173 peers)

Coverage in California

R3 Employee Stock Ownership Plan covers 159 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $13M.

#12,092
in Professional & Technical Services (20,173 peers)
+10.7%
assets growth YoY

R3 Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

R3 Employee Stock Ownership Plan vs every filed plan by assets

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

$12,841,934 Top 39% higher than 61% 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

R3 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. R3 Employee Stock Ownership Plan sits mid-pack in the medium band (159 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • R3 Employee Stock Ownership Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • R3 Employee Stock Ownership Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • R3 Employee Stock Ownership Plan reported participants rose from 153 in the plan year 2023 filing to 159 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 261232918 · R3 Strategic Support Group, Inc. PY 2024 · ESOP

R3 Employee Stock Ownership Plan · $13M · 159 · 61st

  • RANK $13M
  • RANK 159
  • RANK 61st
  • RANK ESOP
  • RANK near Technical Associates of Georgia Employee Stock Ownership Plan
  • RANK ind #12092

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 →

R3 Employee Stock Ownership Plan in the asset neighbourhood

Technical Associates of Georgia Employee Stock Ownership PlanTechnical Associates of Geor…$13MAction Battery Employee Stock Ownership PlanAction Battery Employee Stoc…$13MR3 Employee Stock Ownership PlanR3 Employee Stock Ownership …$13MNucor Corporation Employee Stock Ownership PlanNucor Corporation Employee S…$13MHager Sharp, Inc. Employee Stock Ownership PlanHager Sharp, Inc. Employee S…$13M
End-of-year total assets ($M) among R3 Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income$4M
Employer EIN261232918
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (R3 Strategic Support Group, Inc.)

Sponsor-wide plan assets over time

All R3 Strategic Support Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 41.58222397277449% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.9M $26.8M ▲ +41.6%
Year Plans Participants Total Assets
2022 2 350 $19M
2023 2 337 $23M
2024 2 338 $27M

Nearby ESOP Plans in California

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

R3 Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants R3 Employee Stock Ownership Plan, Total assets ($B): 0.012841934 · Participants: 159R3 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
R3 Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare R3 Employee Stock Ownership Plan side-by-side with 3 peers →

R3 Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Technical Associates of Georgia Employee Stock Ownership Plan in GA ($13M); by covered participants it is North River Boats Employee Stock Ownership Plan in OR (159 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (159 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 R3 Employee Stock Ownership Plan assets move in 2024? ▼
R3 Employee Stock Ownership Plan grew at a solid clip - up 10.7% during 2024, from $12M to $13M. Reported net income was $4M.
How have R3 Strategic Support Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R3 Strategic Support Group, Inc.'s sponsor-wide assets grew 41.6%, from $19M to $27M.
Which ESOP plans are similar in size to R3 Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Technical Associates of Georgia Employee Stock Ownership Plan in GA ($13M, 196 participants).
Which ESOP plans cover a similar participant headcount to R3 Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is North River Boats Employee Stock Ownership Plan in OR (159 participants, $18M 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 261232918.

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.