ESOP · DOL Form 5500 · 2024

Rayser Holdings, Inc. ESOP

Data updated 2026-08-25

$26M
Total assets Below avg plan size
134
Participants Small participant base
75th
Percentile by assets National rank
$190,439
Avg per participant Above avg balance/head
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Official DOL plan name: Rayser Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Rayser Holdings, Inc. · Iowa · Retail Trade

$26M in assets, 134 participants

Rayser Holdings, Inc.'s Rayser Holdings, Inc. Employee Stock Ownership Plan reported $26M in total assets and 134 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.

  • #6,787 in Retail Trade (8,048 peers)

Coverage in Iowa

Rayser Holdings, Inc. Employee Stock Ownership Plan covers 134 participants in Iowa, about 22% of the average Iowa filer (state average ~609 per filing). Assets: $26M.

#6,787
in Retail Trade (8,048 peers)
+31.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Rayser Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets

Rayser Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$25,518,867 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

Rayser Holdings, Inc. 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. Rayser Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rayser Holdings, Inc. Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Rayser Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $19M in the plan year 2023 filing to $26M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 420985270 · Rayser Holdings, Inc. PY 2024 · ESOP

Rayser Holdings, Inc. Employee Stock Ownership Plan · $26M · 134 · 75th

  • ASSETS $26M
  • PCT 134
  • EIN 75th
  • RANK ESOP
  • PHOTO near Lvc Employee Stock Ownership Plan
  • IND ind #6787

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 Iowa →

Rayser Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Mckay Nursery Employee Stock Ownership PlanMckay Nursery Employee Stock…$26MLvc Employee Stock Ownership PlanLvc Employee Stock Ownership…$26MRayser Holdings, Inc. Employee Stock Ownership PlanRayser Holdings, Inc. Employ…$26MTharanco Group, Inc. Employee Stock Ownership PlanTharanco Group, Inc. Employe…$25MGibson Insurance Agency, Inc. Employee Stock Ownership PlanGibson Insurance Agency, Inc…$25M
End-of-year total assets ($M) among Rayser Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$23M
Net Income$6M
Employer EIN420985270
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rayser Holdings, Inc.)

Sponsor-wide plan assets over time

All Rayser Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 39.8091229276182% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.8M $34.7M ▲ +39.8%
Year Plans Participants Total Assets
2022 2 281 $25M
2023 2 269 $28M
2024 2 271 $35M

Nearby ESOP Plans in Iowa

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

Rayser Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. 050010001500 -20002004006008001000 Total assets ($M) Participants Rayser Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 25.518867 · Participants: 134Rayser Holdings, Inc. Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 877.41862 · Participants: 819Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 658.666503 · Participants: 849Van Meter Industrial, Inc. Employee Stock Ownership PlanIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 498.079165 · Participants: 907Ita Group Holdings, Inc. Employees' Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 472.977214 · Participants: 658Precision, Inc. Employee Stock Ownership Plan and TrustVgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 426.304167 · Participants: 1169Vgm Group, Inc. Employee Stock Ownership Plan
Rayser Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Rayser Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest ESOP by assets is Lvc Employee Stock Ownership Plan in MN ($26M); by covered participants it is Superior Electric Great Lakes Company Employee Stock Ownership Plan in MI (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Rayser Holdings, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Rayser Holdings, Inc. Employee Stock Ownership Plan surged - up 31.4% during 2024, from $19M to $26M. Reported net income was $6M.
How have Rayser Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rayser Holdings, Inc.'s sponsor-wide assets grew 39.8%, from $25M to $35M.
Where does Rayser Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Rayser Holdings, Inc. 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 Rayser Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lvc Employee Stock Ownership Plan in MN ($26M, 95 participants).
Which ESOP plans cover a similar participant headcount to Rayser Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Superior Electric Great Lakes Company Employee Stock Ownership Plan in MI (134 participants, $168M 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 420985270.

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.