ESOP · DOL Form 5500 · 2023

Ruffin & Payne, Incorporated ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
37
Participants Small participant base
46th
Percentile by assets National rank
$149,579
Avg per participant Above avg balance/head
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Official DOL plan name: Ruffin & Payne, Incorporated Employee Stock Ownership Plan · Sponsored by Ruffin & Payne, Incorporated · Virginia · Retail Trade

$6M in assets, 37 participants

Ruffin & Payne, Incorporated's Ruffin & Payne, Incorporated Employee Stock Ownership Plan reported $6M in total assets and 37 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #4,776 in Retail Trade (8,414 peers)

What the 2023 filing shows

Ruffin & Payne, Incorporated Employee Stock Ownership Plan holds $6M for 37 participants - about $149,579 per participant, in the lower half of filed plans by assets.

#4,776
in Retail Trade (8,414 peers)
+3.4%
assets growth YoY

Ruffin & Payne, Incorporated Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

Ruffin & Payne, Incorporated Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,534,425 46th percentile higher than 46% of 127,068 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 2023

Ruffin & Payne, Incorporated Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ruffin & Payne, Incorporated Employee Stock Ownership Plan is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ruffin & Payne, Incorporated Employee Stock Ownership Plan reported net income rose from -$932K in the plan year 2022 filing to $181K in the plan year 2023 filing.
  • Ruffin & Payne, Incorporated Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Ruffin & Payne, Incorporated Employee Stock Ownership Plan reported participants fell from 38 in the plan year 2022 filing to 37 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 540366260 · Ruffin & Payne, Incorporated PY 2023 · ESOP

Ruffin & Payne, Incorporated Employee Stock Ownership Plan · $6M · 37 · 46th

  • EOY $6M
  • 5500 37
  • ASSETS 46th
  • PCT ESOP
  • EIN near Acutec Precision Aerospace Employee Stock Ownership Plan
  • RANK ind #4776

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 Virginia →

Ruffin & Payne, Incorporated Employee Stock Ownership Plan in the asset neighbourhood

Acutec Precision Aerospace Employee Stock Ownership PlanAcutec Precision Aerospace E…$6MBartlett Brainard Eacott, Inc. Employee Stock Ownership PlanBartlett Brainard Eacott, In…$6MCharleston/Orwig, Inc. (Dba C.O.Nxt) Employee Stock Ownership PlanCharleston/Orwig, Inc. (Dba …$6MRuffin & Payne, Incorporated Employee Stock Ownership PlanRuffin & Payne, Incorporated…$6MWolverine Plating Corporation Employee Stock Ownership PlanWolverine Plating Corporatio…$6M
End-of-year total assets ($M) among Ruffin & Payne, Incorporated Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$181K
Employer EIN540366260
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ruffin & Payne, Incorporated)

Sponsor-wide plan assets over time

All Ruffin & Payne, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$5M 0.38400209791894735% vs 2022
2024 filing year
$5.3M$5.4M$5.5M$5.6M 202220232024 $5.35M $5.37M ▲ +0.4%
Year Plans Participants Total Assets
2022 1 38 $5M
2023 1 37 $6M
2024 1 37 $5M

Nearby ESOP Plans in Virginia

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

Ruffin & Payne, Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Ruffin & Payne, Incorporated Employee Stock Ownership Plan, Total assets ($B): 0.005534425 · Participants: 37Ruffin & Payne, Incorporated Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.200416394 · Participants: 6866Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.351932601 · Participants: 1751The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($B): 0.331314714 · Participants: 1782American Systems Corporation Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.321520666 · Participants: 1652Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.320954252 · Participants: 444New River Electrical Corporation Employee Stock Ownership Plan
Ruffin & Payne, Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Ruffin & Payne, Incorporated Employee Stock Ownership Plan side-by-side with 3 peers →

Ruffin & Payne, Incorporated Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Acutec Precision Aerospace Employee Stock Ownership Plan in PA ($6M); by covered participants it is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ruffin & Payne, Incorporated Employee Stock Ownership Plan assets move in 2023? ▼
Ruffin & Payne, Incorporated Employee Stock Ownership Plan edged up modestly - up 3.4% during 2023, from $5M to $6M. Reported net income was $181K.
How have Ruffin & Payne, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ruffin & Payne, Incorporated's sponsor-wide assets grew 0.4%, from $5M to $5M.
Which ESOP plans are similar in size to Ruffin & Payne, Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Acutec Precision Aerospace Employee Stock Ownership Plan in PA ($6M, 420 participants).
Which ESOP plans cover a similar participant headcount to Ruffin & Payne, Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (37 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 540366260.

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.