ESOP · DOL Form 5500 · 2024

Rsr Group, Inc. ESOP

Data updated 2026-08-25

$386M
Total assets Above avg plan size
366
Participants Below avg headcount
96th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Rsr Employee Stock Ownership Plan · Sponsored by Rsr Group, Inc. · Florida · Wholesale Trade

$386M in assets, 366 participants

Rsr Group, Inc.'s Rsr Employee Stock Ownership Plan reported $386M in total assets and 366 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #5,935 in Wholesale Trade (6,080 peers)

Where Rsr Employee Stock Ownership Plan sits by assets

Rsr Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $386M for 366 participants (~$1.1M/participant), down 1.0% in 2024.

#5,935
in Wholesale Trade (6,080 peers)
-1.0%
assets change YoY
3.9×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rsr Employee Stock Ownership Plan's outsized position by total assets

Rsr Employee Stock Ownership Plan vs every filed plan by assets

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

$386,084,746 Top 4% higher than 96% 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

Rsr 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. Rsr Employee Stock Ownership Plan sits mid-pack in the medium band (366 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rsr Employee Stock Ownership Plan reported net income fell from $82M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Rsr Employee Stock Ownership Plan reported participants fell from 382 in the plan year 2023 filing to 366 in the plan year 2024 filing.
  • Rsr Employee Stock Ownership Plan end-of-year assets fell from $390M in the plan year 2023 filing to $386M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 592958389 · Rsr Group, Inc. PY 2024 · ESOP

Rsr Employee Stock Ownership Plan · $386M · 366 · 96th

  • PCT $386M
  • EIN 366
  • RANK 96th
  • PHOTO ESOP
  • IND near The Resorts Companies, Inc. Employee Stock Ownership Plan
  • EOY ind #5935

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 Florida →

Rsr Employee Stock Ownership Plan in the asset neighbourhood

Kci Technologies, Inc. Employee Stock Ownership PlanKci Technologies, Inc. Emplo…$392MRsr Employee Stock Ownership PlanRsr Employee Stock Ownership…$386MThe Resorts Companies, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. …$386MNew River Electrical Corporation Employee Stock Ownership PlanNew River Electrical Corpora…$380MHenny Penny Corporation Employee Stock Ownership PlanHenny Penny Corporation Empl…$378M
End-of-year total assets ($M) among Rsr Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$390M
Net Assets (End of Year)$342M
Net Income-$4M
Employer EIN592958389
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rsr Group, Inc.)

Sponsor-wide plan assets over time

All Rsr Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$411M 25.544477610319465% vs 2022
2024 filing year
$300M$350M$400M$450M 202220232024 $327M $411M ▲ +25.5%
Year Plans Participants Total Assets
2022 2 878 $327M
2023 2 787 $412M
2024 2 754 $411M

Nearby ESOP Plans in Florida

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

Rsr Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -5051015 Total assets ($B) Participants Rsr Employee Stock Ownership Plan, Total assets ($B): 0.386084746 · Participants: 366Rsr Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 14.286420169 · Participants: 149213Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 1.130328955 · Participants: 16036Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.75388536 · Participants: 354Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.724566492 · Participants: 4730Thirty Fifteen Employee Stock Ownership PlanWestern Global Airlines, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.441212218 · Participants: 353Western Global Airlines, Inc. Employee Stock Ownership Plan
Rsr Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants

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

Outside Florida, the nearest ESOP by assets is The Resorts Companies, Inc. Employee Stock Ownership Plan in VA ($386M); by covered participants it is Kirby Foods, Inc. Employee Stock Ownership Plan in IL (366 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 Rsr Employee Stock Ownership Plan assets move in 2024?
Rsr Employee Stock Ownership Plan edged down modestly - down 1.0% during 2024, from $390M to $386M. Reported net income was -$4M.
How have Rsr Group, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Rsr Group, Inc.'s sponsor-wide assets grew 25.5%, from $327M to $411M.
Where does Rsr Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Rsr Employee Stock Ownership Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Rsr Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is The Resorts Companies, Inc. Employee Stock Ownership Plan in VA ($386M, 1,811 participants).
Which ESOP plans cover a similar participant headcount to Rsr Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Kirby Foods, Inc. Employee Stock Ownership Plan in IL (366 participants, $45M in assets).