ESOP · DOL Form 5500 · 2024

Rehabilitation Associates, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
239
Participants Below avg headcount
52nd
Percentile by assets National rank
$34,318
Avg per participant Low balance/head
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Official DOL plan name: Rehabilitation Associates, Inc. Employee Stock Ownership Plan · Sponsored by Rehabilitation Associates, Inc. · Connecticut · Healthcare & Social Assistance

$8M in assets, 239 participants

Rehabilitation Associates, Inc.'s Rehabilitation Associates, Inc. Employee Stock Ownership Plan reported $8M in total assets and 239 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #9,568 in Healthcare & Social Assistance (16,916 peers)

Coverage in Connecticut

Rehabilitation Associates, Inc. Employee Stock Ownership Plan covers 239 participants in Connecticut, about 33% of the average Connecticut filer (state average ~718 per filing). Assets: $8M.

#9,568
in Healthcare & Social Assistance (16,916 peers)
-15.3%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rehabilitation Associates, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

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

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

$8,202,097 Top 48% higher than 52% 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

Rehabilitation Associates, 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. Rehabilitation Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (239 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rehabilitation Associates, Inc. Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Rehabilitation Associates, Inc. Employee Stock Ownership Plan end-of-year assets fell from $10M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 061109649 · Rehabilitation Associates, Inc. PY 2024 · ESOP

Rehabilitation Associates, Inc. Employee Stock Ownership Plan · $8M · 239 · 52nd

  • PCT $8M
  • PCT 239
  • PCT 52nd
  • PCT ESOP
  • PCT near Eac Pinnacle Holdings Inc. Employee Stock Ownership Plan
  • PCT ind #9568

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 Connecticut →

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

The Ralph J. Stolle Company Employee Stock Ownership PlanThe Ralph J. Stolle Company …$8MRehabilitation Associates, Inc. Employee Stock Ownership PlanRehabilitation Associates, I…$8MEac Pinnacle Holdings Inc. Employee Stock Ownership PlanEac Pinnacle Holdings Inc. E…$8MSpecialty Home Care, Inc. Employee Stock Ownership PlanSpecialty Home Care, Inc. Em…$8MLovewell Fencing, Inc. Employee Stock Ownership PlanLovewell Fencing, Inc. Emplo…$8M
End-of-year total assets ($M) among Rehabilitation Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$4M
Net Income-$1M
Employer EIN061109649
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rehabilitation Associates, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$33M 41.23118513616462% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.7M $33.4M ▲ +41.2%
Year Plans Participants Total Assets
2022 2 491 $24M
2023 2 495 $30M
2024 2 485 $33M

Nearby ESOP Plans in Connecticut

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

Rehabilitation Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 0200400600 -1000100200300400 Total assets ($M) Participants Rehabilitation Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 8.202097 · Participants: 239Rehabilitation Associates, Inc. Employee Stock Ownership PlanMott Corporation Employee Stock Ownership Plan, Total assets ($M): 304.806344 · Participants: 327Mott Corporation Employee Stock Ownership PlanBl Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 127.985465 · Participants: 309Bl Companies, Inc. Employee Stock Ownership PlanSonalysts, Inc. Employee Stock Ownership Plan, Total assets ($M): 125.874922 · Participants: 417Sonalysts, Inc. Employee Stock Ownership PlanEurpac Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 107.815259 · Participants: 572Eurpac Service, Inc. Employee Stock Ownership PlanTwin Mro Employee Stock Ownership Plan, Total assets ($M): 106.406355 · Participants: 110Twin Mro Employee Stock Ownership Plan
Rehabilitation Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants
Compare Rehabilitation Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest ESOP by assets is Eac Pinnacle Holdings Inc. Employee Stock Ownership Plan in IL ($8M); by covered participants it is Venezia's Employee Stock Ownership Plan in AZ (239 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (239 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 Rehabilitation Associates, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Rehabilitation Associates, Inc. Employee Stock Ownership Plan declined sharply - down 15.3% during 2024, from $10M to $8M. Reported net income was -$1M.
How have Rehabilitation Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rehabilitation Associates, Inc.'s sponsor-wide assets grew 41.2%, from $24M to $33M.
Which ESOP plans are similar in size to Rehabilitation Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Eac Pinnacle Holdings Inc. Employee Stock Ownership Plan in IL ($8M, 95 participants).
Which ESOP plans cover a similar participant headcount to Rehabilitation Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Venezia's Employee Stock Ownership Plan in AZ (239 participants, $2M 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 061109649.

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.