ESOP · DOL Form 5500 · 2024

R & R Millwork, Inc. ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
43
Participants Small participant base
64th
Percentile by assets National rank
$337,365
Avg per participant High balance/head
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Official DOL plan name: R & R Millwork, Inc. Employee Stock Ownership Plan · Sponsored by R & R Millwork, Inc. · Texas · Manufacturing

$15M in assets, 43 participants

R & R Millwork, Inc.'s R & R Millwork, Inc. Employee Stock Ownership Plan reported $15M in total assets and 43 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #9,158 in Manufacturing (17,777 peers)

R & R Millwork, Inc. multi-year trail

R & R Millwork, Inc.'s plans moved +56.0% in assets from 2022 to 2024; this filing shows R & R Millwork, Inc. Employee Stock Ownership Plan at $15M / 43 participants.

#9,158
in Manufacturing (17,777 peers)
+19.5%
assets growth YoY

R & R Millwork, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

R & R Millwork, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$14,506,701 Top 36% higher than 64% 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

R & R Millwork, 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. R & R Millwork, Inc. Employee Stock Ownership Plan is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • R & R Millwork, Inc. Employee Stock Ownership Plan end-of-year assets rose from $12M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • R & R Millwork, Inc. Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • R & R Millwork, Inc. Employee Stock Ownership Plan reported participants rose from 38 in the plan year 2023 filing to 43 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 752678575 · R & R Millwork, Inc. PY 2024 · ESOP

R & R Millwork, Inc. Employee Stock Ownership Plan · $15M · 43 · 64th

  • SCH $15M
  • EBSA 43
  • PART 64th
  • TYPE ESOP
  • NET near Steinhafels Holding Company, Inc. Employee Stock Ownership Plan
  • BOOK ind #9158

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 Texas →

R & R Millwork, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Bane-Welker Employee Stock Ownership PlanBane-Welker Employee Stock O…$15MR & R Millwork, Inc. Employee Stock Ownership PlanR & R Millwork, Inc. Employe…$15MIndus Technology, Inc Employee Stock Ownership PlanIndus Technology, Inc Employ…$15MSteinhafels Holding Company, Inc. Employee Stock Ownership PlanSteinhafels Holding Company,…$15MThomas & Skinner, Inc. Employee Stock Ownership PlanThomas & Skinner, Inc. Emplo…$14M
End-of-year total assets ($M) among R & R Millwork, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

R & R Millwork, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All R & R Millwork, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 56.014400037684275% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.3M $14.5M ▲ +56.0%
Year Plans Participants Total Assets
2022 1 35 $9M
2023 1 38 $12M
2024 1 43 $15M

R & R Millwork, Inc. filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN752678575
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

R & R Millwork, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants R & R Millwork, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.014506701 · Participants: 43R & R Millwork, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
R & R Millwork, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants

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

Outside Texas, the nearest ESOP by assets is Steinhafels Holding Company, Inc. Employee Stock Ownership Plan in WI ($15M); by covered participants it is Zsi Employee Stock Ownership Plan in WI (43 participants). Same-state nearby plans are listed separately above.

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 R & R Millwork, Inc. Employee Stock Ownership Plan assets move in 2024?
R & R Millwork, Inc. Employee Stock Ownership Plan grew sharply - up 19.5% during 2024, from $12M to $15M. Reported net income was $2M.
How have R & R Millwork, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), R & R Millwork, Inc.'s sponsor-wide assets grew 56.0%, from $9M to $15M.
Which ESOP plans are similar in size to R & R Millwork, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Steinhafels Holding Company, Inc. Employee Stock Ownership Plan in WI ($15M, 432 participants).
Which ESOP plans cover a similar participant headcount to R & R Millwork, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Zsi Employee Stock Ownership Plan in WI (43 participants, $4M in assets).