ESOP · DOL Form 5500 · 2022
Robert Peccia & Associates, Inc. ESOP
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 59
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $409,653
- Avg per participant High balance/head
Official DOL plan name: Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Robert Peccia & Associates, Inc. · Montana · Professional & Technical Services
$24M in assets, 59 participants
Robert Peccia & Associates, Inc.'s Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust reported $24M in total assets and 59 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.
- #17,336 in Professional & Technical Services (21,562 peers)
Where Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust sits by assets
Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $24M for 59 participants (~$409,653/participant), up 10.1% in 2022.
- #17,336
- in Professional & Technical Services (21,562 peers)
- +10.1%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets
Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$24,169,537 Top 20% higher than 80% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust is a small filing (59 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 810379334 · Robert Peccia & Associates, Inc. PY 2022 · ESOP
Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust · $24M · 59 · 80th
- PHOTO $24M
- IND 59
- EOY 80th
- 5500 ESOP
- ASSETS near Csg Consultants, Inc. Employee Stock Ownership Plan
- PCT ind #17336
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 Montana →
Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $2M |
| Employer EIN | 810379334 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Robert Peccia & Associates, Inc.)
Sponsor-wide plan assets over time
All Robert Peccia & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 51.949836689052006% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 59 | $24M |
| 2023 | 1 | 65 | $34M |
| 2024 | 1 | 69 | $37M |
Nearby ESOP Plans in Montana
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Pacific Hide & Fur Depot D/B/a Pacific Steel and Recycling Employee Stock Ownership Plan and Trust $436M · 800
- D.a. Davidson Companies Employee Stock Ownership Plan $119M · 1,368
- Electrical Consultants, Inc. Employee Stock Ownership Plan $70M · 666
- Morrison-Maierle, Inc. Employee Stock Ownership Plan $65M · 274
- Sletten, Inc. Employee Stock Ownership Plan $65M · 318
Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Montana, the nearest ESOP by assets is Csg Consultants, Inc. Employee Stock Ownership Plan in CA ($24M); by covered participants it is Transmarine Navigation Corporation Profit Sharing Plan in CA (59 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
Similar participant headcount
Nearest other-state filings by covered participants (59 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.