ESOP · DOL Form 5500 · 2024

Rapp Petroleum ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
119
Participants Small participant base
49th
Percentile by assets National rank
$59,960
Avg per participant Low balance/head
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Official DOL plan name: Rapp Petroleum Employee Stock Ownership Plan · Sponsored by Rapp Petroleum · New York · Manufacturing

$7M in assets, 119 participants

Rapp Petroleum's Rapp Petroleum Employee Stock Ownership Plan reported $7M in total assets and 119 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.

  • #5,822 in Manufacturing (17,777 peers)

Coverage in New York

Rapp Petroleum Employee Stock Ownership Plan covers 119 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $7M.

#5,822
in Manufacturing (17,777 peers)
-20.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rapp Petroleum Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Rapp Petroleum Employee Stock Ownership Plan vs every filed plan by assets

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

$7,135,250 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

Rapp Petroleum 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. Rapp Petroleum Employee Stock Ownership Plan sits mid-pack in the medium band (119 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rapp Petroleum Employee Stock Ownership Plan end-of-year assets fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Rapp Petroleum Employee Stock Ownership Plan reported participants fell from 125 in the plan year 2023 filing to 119 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 521469445 · Rapp Petroleum PY 2024 · ESOP

Rapp Petroleum Employee Stock Ownership Plan · $7M · 119 · 49th

  • 5500 $7M
  • ASSETS 119
  • PCT 49th
  • EIN ESOP
  • RANK near Saw Ventures, Inc. Employee Stock Ownership Plan
  • PHOTO ind #5822

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 New York →

Rapp Petroleum Employee Stock Ownership Plan in the asset neighbourhood

The Superior Group, Inc. Money Purchase PlanThe Superior Group, Inc. Mon…$7MMatern Professional Engineering Inc Employee Stock Ownership PlanMatern Professional Engineer…$7MRapp Petroleum Employee Stock Ownership PlanRapp Petroleum Employee Stoc…$7MSaw Ventures, Inc. Employee Stock Ownership PlanSaw Ventures, Inc. Employee …$7MProfessional Risk Associates, Inc. Employee Stock Ownership PlanProfessional Risk Associates…$7M
End-of-year total assets ($M) among Rapp Petroleum Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income-$2M
Employer EIN521469445
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rapp Petroleum)

Sponsor-wide plan assets over time

All Rapp Petroleum plans reported in each filing year

Latest sponsor-wide plan assets
$7M 14.282508466032615% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M 202220232024 $8.32M $7.14M ▼ -14.2%
Year Plans Participants Total Assets
2022 1 128 $8M
2023 1 125 $8M
2024 1 119 $7M

Nearby ESOP Plans in New York

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

Rapp Petroleum Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Rapp Petroleum Employee Stock Ownership Plan, Total assets ($M): 7.13525 · Participants: 119Rapp Petroleum Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 896.840227 · Participants: 3483Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 450.776522 · Participants: 3042North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 306.094988 · Participants: 3209Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 254.362741 · Participants: 1716Greenman-Pedersen, Inc. Employee Stock Ownership PlanMarshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 234.345888 · Participants: 518Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan
Rapp Petroleum Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants

Rapp Petroleum Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Saw Ventures, Inc. Employee Stock Ownership Plan in IN ($7M); by covered participants it is Jones-Hamilton Co. Employee Stock Ownership Plan in OH (119 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 Rapp Petroleum Employee Stock Ownership Plan assets move in 2024?
Rapp Petroleum Employee Stock Ownership Plan declined sharply - down 20.4% during 2024, from $9M to $7M. Reported net income was -$2M.
How have Rapp Petroleum plan assets changed over time?
Across 3 plan years on file (2022-2024), Rapp Petroleum's sponsor-wide assets declined 14.3%, from $8M to $7M.
Which ESOP plans are similar in size to Rapp Petroleum Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Saw Ventures, Inc. Employee Stock Ownership Plan in IN ($7M, 38 participants).
Which ESOP plans cover a similar participant headcount to Rapp Petroleum Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Jones-Hamilton Co. Employee Stock Ownership Plan in OH (119 participants, $149M in assets).