PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. RURAL ELECTRIC, INC.
Sponsor portfolio

RURAL ELECTRIC, INC.

EIN 86-0360401-construction-Latest filing 2025
Plans
2
Retirement
2
$10.0M assets
Welfare
0
Participants
246
9502 E MAIN ST. - MESA, AZ 85207480-986-1488ruralelectric.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#002ESOP-$5.8M - 102 part#001401k-$4.2M - 144 part

Retirement portfolio analytics

2 plans aggregated / $10.0M assets / 246 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • EMPLOYEE STOCK OWNERSHIP (#002)58%
  • ELECTRIC, INC. 401(K) (#001)42%
Total $10.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
58%top
  • (Not disclosed)58%
  • EDWARD JONES42%
Total $10.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ELECTRIC, INC. 401(K) (#001)144
  • EMPLOYEE STOCK OWNERSHIP (#002)102
Total 246Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

RURAL ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$5.8M
Participants102
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RURAL ELECTRIC, INC. 401(K) PLAN

401k

Assets$4.2M
Participants144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002RURAL ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$5.8M1022025
001RURAL ELECTRIC, INC. 401(K) PLAN401k$4.2M1442025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica