ESOP · DOL Form 5500 · 2024

Rfd & Associates, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
28
Participants Small participant base
49th
Percentile by assets National rank
$260,850
Avg per participant Above avg balance/head
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Official DOL plan name: Rfd & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Rfd & Associates, Inc. · Texas · Wholesale Trade

$7M in assets, 28 participants

Rfd & Associates, Inc.'s Rfd & Associates, Inc. Employee Stock Ownership Plan reported $7M in total assets and 28 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #2,366 in Wholesale Trade (6,080 peers)

Rfd & Associates, Inc. multi-year trail

Rfd & Associates, Inc.'s plans moved +10.0% in assets from 2022 to 2024; this filing shows Rfd & Associates, Inc. Employee Stock Ownership Plan at $7M / 28 participants.

#2,366
in Wholesale Trade (6,080 peers)
+7.2%
assets growth YoY

Rfd & Associates, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

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

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

$7,303,805 49th percentile higher than 49% 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

Rfd & Associates, 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. Rfd & Associates, Inc. Employee Stock Ownership Plan is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rfd & Associates, Inc. Employee Stock Ownership Plan reported net income rose from $174K in the plan year 2023 filing to $490K in the plan year 2024 filing.
  • Rfd & Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Rfd & Associates, Inc. Employee Stock Ownership Plan reported participants fell from 30 in the plan year 2023 filing to 28 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 742736774 · Rfd & Associates, Inc. PY 2024 · ESOP

Rfd & Associates, Inc. Employee Stock Ownership Plan · $7M · 28 · 49th

  • IND $7M
  • EOY 28
  • 5500 49th
  • ASSETS ESOP
  • PCT near Teoco Corporation Employee Stock Ownership Plan
  • EIN ind #2366

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 →

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

Ici Services Corporation ESOP$7MRfd & Associates, Inc. Employee Stock Ownership PlanRfd & Associates, Inc. Emplo…$7MTeoco Corporation Employee Stock Ownership PlanTeoco Corporation Employee S…$7MAdmix, Inc. Employee Stock Ownership PlanAdmix, Inc. Employee Stock O…$7MHeritage Aviation Employee Stock Ownership PlanHeritage Aviation Employee S…$7M
End-of-year total assets ($M) among Rfd & Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Rfd & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Rfd & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 10.001254565874271% vs 2022
2024 filing year
$6.4M$6.6M$6.8M$7M$7.2M$7.4M 202220232024 $6.64M $7.3M ▲ +9.9%
Year Plans Participants Total Assets
2022 1 32 $7M
2023 1 30 $7M
2024 1 28 $7M

Rfd & Associates, Inc. filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$490K
Employer EIN742736774
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Rfd & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Rfd & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.007303805 · Participants: 28Rfd & Associates, 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
Rfd & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Rfd & Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Texas, the nearest ESOP by assets is Teoco Corporation Employee Stock Ownership Plan in VA ($7M); by covered participants it is Asu Group Employee Stock Ownership Plan in MI (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Rfd & Associates, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Rfd & Associates, Inc. Employee Stock Ownership Plan grew at a solid clip - up 7.2% during 2024, from $7M to $7M. Reported net income was $490K.
How have Rfd & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rfd & Associates, Inc.'s sponsor-wide assets grew 10.0%, from $7M to $7M.
Which ESOP plans are similar in size to Rfd & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Teoco Corporation Employee Stock Ownership Plan in VA ($7M, 192 participants).
Which ESOP plans cover a similar participant headcount to Rfd & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Asu Group Employee Stock Ownership Plan in MI (28 participants, $4M 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 742736774.

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.