ESOP · DOL Form 5500 · 2024
Room & Board, Inc. ESOP
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 1,030
- Participants Near avg headcount
- 57th
- Percentile by assets National rank
- $10,388
- Avg per participant Low balance/head
Official DOL plan name: Room & Board Employee Stock Ownership Plan · Sponsored by Room & Board, Inc. · · Retail Trade
$11M in assets, 1,030 participants
Room & Board, Inc.'s Room & Board Employee Stock Ownership Plan reported $11M in total assets and 1,030 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.
- #5,467 in Retail Trade (8,048 peers)
Room & Board, Inc. multi-year trail
Room & Board, Inc.'s plans moved +44.0% in assets from 2022 to 2024; this filing shows Room & Board Employee Stock Ownership Plan at $11M / 1,030 participants.
- #5,467
- in Retail Trade (8,048 peers)
- $863K
- reported net income
Room & Board Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers
Room & Board Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,700,000 Top 43% higher than 57% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Room & Board Employee Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Room & Board Employee Stock Ownership Plan lands in the large band (1,030 participants).
Form 5500 schedule snapshot
Filing strip 411384146 · Room & Board, Inc. PY 2024 · ESOP
Room & Board Employee Stock Ownership Plan · $11M · 1,030 · 57th
- IND $11M
- EOY 1,030
- 5500 57th
- ASSETS ESOP
- PCT near Processed Metals Innovators, Inc. Employee Stock Ownership Plan
- EIN ind #5467
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? →
Room & Board Employee Stock Ownership Plan in the asset neighbourhood
Room & Board, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Room & Board, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $168M 44.02509123295692% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,032 | $117M |
| 2023 | 1 | 1,126 | $140M |
| 2024 | 2 | 2,122 | $168M |
Room & Board, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $863K |
| Net Income | $863K |
| Employer EIN | 411384146 |
| Plan Effective Date | 2024-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Letner Roofing Company Employee Stock Ownership Plan $141M · 71
- Godshall's Quality Meats Employee Stock Ownership Plan $78M · 273
- Onin Holdings, Inc. Employee Stock Ownership Plan $42M · 422
- Papich Construction Company, Inc. Employee Stock Ownership Plan $34M · 85
- Hc Employee Stock Ownership Plan $26M · 430
Room & Board Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside this state, the nearest ESOP by assets is Processed Metals Innovators, Inc. Employee Stock Ownership Plan in WI ($11M); by covered participants it is Trinidad Benham Corp. Employee Stock Ownership Plan in CO (1,027 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Processed Metals Innovators, Inc. Employee Stock Ownership Plan (WI) $11M · 119
- Palmer Engineering, Co. Employee Stock Ownership Plan & Trust Agreement (KY) $11M · 89
- Quirk Wire Co., Inc. Employee Stock Ownership Plan (MA) $11M · 35
- New Road Schools of New Jersey, Inc Employee Stock Ownership Plan (NJ) $11M · 104
Similar participant headcount
Nearest other-state filings by covered participants (1,030 participants); asset peers above are excluded.
- Trinidad Benham Corp. Employee Stock Ownership Plan (CO) 1,027 · 3 off
- Eastridge Workforce Solutions Employee Stock Ownership Plan (CA) 1,022 · 8 off
- Radiance Technologies, Inc. Employee Stock Ownership Plan (AL) 1,041 · 11 off
- American Solutions for Business Employee Stock Ownership Plan (MN) 1,041 · 11 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.