ESOP · DOL Form 5500 · 2024

Rexco Equipment Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
91
Participants Small participant base
47th
Percentile by assets National rank
$73,330
Avg per participant Below avg balance/head
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Official DOL plan name: Rexco Equipment, Inc. Employee Stock Ownership Plan · Sponsored by Rexco Equipment Inc. · Iowa · Wholesale Trade

$7M in assets, 91 participants

Rexco Equipment Inc.'s Rexco Equipment, Inc. Employee Stock Ownership Plan reported $7M in total assets and 91 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #2,250 in Wholesale Trade (6,080 peers)

Rexco Equipment Inc. multi-year trail

Rexco Equipment Inc.'s plans moved -28.0% in assets from 2022 to 2024; this filing shows Rexco Equipment, Inc. Employee Stock Ownership Plan at $7M / 91 participants.

#2,250
in Wholesale Trade (6,080 peers)
-7.7%
assets change YoY

The plan reported a net loss of $474K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Rexco Equipment, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$6,673,072 47th percentile higher than 47% 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

Rexco Equipment, 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. Rexco Equipment, Inc. Employee Stock Ownership Plan is a small filing (91 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rexco Equipment, Inc. Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2023 filing to -$474K in the plan year 2024 filing.
  • Rexco Equipment, Inc. Employee Stock Ownership Plan reported participants rose from 84 in the plan year 2023 filing to 91 in the plan year 2024 filing.
  • Rexco Equipment, Inc. Employee Stock Ownership Plan end-of-year assets fell from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 420890503 · Rexco Equipment Inc. PY 2024 · ESOP

Rexco Equipment, Inc. Employee Stock Ownership Plan · $7M · 91 · 47th

  • PCT $7M
  • PCT 91
  • PCT 47th
  • PCT ESOP
  • PCT near Dave Carter & Associates, Inc. Employee Stock Ownership Plan
  • PCT ind #2250

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 Iowa →

Rexco Equipment, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Rexco Equipment, Inc. Employee Stock Ownership PlanRexco Equipment, Inc. Employ…$7MDave Carter & Associates, Inc. Employee Stock Ownership PlanDave Carter & Associates, In…$7MAlamo Transformer Supply Company Employee Stock Ownership PlanAlamo Transformer Supply Com…$7MWdp & Associates Consulting Engineers, Inc. Employee Stock Ownership PlanWdp & Associates Consulting …$7MUSA 2 Go Employee Stock Ownership PlanUSA 2 Go Employee Stock Owne…$7M
End-of-year total assets ($M) among Rexco Equipment, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Rexco Equipment Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Rexco Equipment Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 28.024667868651456% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $9.27M $6.67M ▼ -28.0%
Year Plans Participants Total Assets
2022 1 73 $9M
2023 1 84 $7M
2024 1 91 $7M

Rexco Equipment Inc. filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$4M
Net Income-$474K
Employer EIN420890503
Plan Effective Date2013-11-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Iowa

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

Rexco Equipment, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. 050010001500 -20002004006008001000 Total assets ($M) Participants Rexco Equipment, Inc. Employee Stock Ownership Plan, Total assets ($M): 6.673072 · Participants: 91Rexco Equipment, Inc. Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 877.41862 · Participants: 819Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 658.666503 · Participants: 849Van Meter Industrial, Inc. Employee Stock Ownership PlanIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 498.079165 · Participants: 907Ita Group Holdings, Inc. Employees' Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 472.977214 · Participants: 658Precision, Inc. Employee Stock Ownership Plan and TrustVgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 426.304167 · Participants: 1169Vgm Group, Inc. Employee Stock Ownership Plan
Rexco Equipment, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Rexco Equipment, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Rexco Equipment, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Dave Carter & Associates, Inc. Employee Stock Ownership Plan in FL ($7M); by covered participants it is Employee Stock Ownership Plan of Palmer & Sicard, Inc. in NH (91 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (91 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 Rexco Equipment, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Rexco Equipment, Inc. Employee Stock Ownership Plan pulled back noticeably - down 7.7% during 2024, from $7M to $7M. Reported net income was -$474K.
How have Rexco Equipment Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rexco Equipment Inc.'s sponsor-wide assets declined 28.0%, from $9M to $7M.
Which ESOP plans are similar in size to Rexco Equipment, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dave Carter & Associates, Inc. Employee Stock Ownership Plan in FL ($7M, 127 participants).
Which ESOP plans cover a similar participant headcount to Rexco Equipment, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Employee Stock Ownership Plan of Palmer & Sicard, Inc. in NH (91 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 420890503.

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.