ESOP · DOL Form 5500 · 2022
Pennoni Associates Inc. ESOP
Data updated 2026-08-11
- $76M
- Total assets
- 1,091
- Participants
- 91st
- Percentile by assets
- $69,548
- Avg per participant
Official DOL plan name: Pennoni Associates Inc. Employee Stock Ownership Plan · Sponsored by Pennoni Associates Inc. · Pennsylvania · Professional & Technical Services
$76M in assets, 1,091 participants
Pennoni Associates Inc.'s Pennoni Associates Inc. Employee Stock Ownership Plan reported $76M in total assets and 1,091 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- 91st percentile by assets (of 139,126 plans)
- #19,888 in Professional & Technical Services (21,562 peers)
Where Pennoni Associates Inc. Employee Stock Ownership Plan sits by assets
Pennoni Associates Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $76M for 1,091 participants (~$69,548/participant), up 30.5% in 2022.
- $76M
- total plan assets (2022 EOY)
- 1,091
- covered participants
- 91st
- percentile by assets (of 139,126 plans)
- $69,548
- avg assets per participant
Pennoni Associates Inc. Employee Stock Ownership Plan vs the 2022 asset distribution
By assets, Pennoni Associates Inc. Employee Stock Ownership Plan outranks 91% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $58M |
|---|---|
| Net Assets (End of Year) | $76M |
| Net Income | $18M |
| Employer EIN | 231683429 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pennoni Associates Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,169 | $192M |
| 2023 | 2 | 2,385 | $243M |
| 2024 | 2 | 2,660 | $295M |
Nearby ESOP Plans in Pennsylvania
Peer ESOP plans, same state, same plan type, ranked by total assets.
Pennoni Associates Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
- Wawa, Inc. Employee Stock Ownership Plan $4.5B · 22,323
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.2B · 337
- Sheetz, Inc. Employee Stock Ownership Plan $534M · 12,847
- Centimark Corporation Employee Stock Ownership Plan and Trust $481M · 2,268
- Newage Industries, Inc. Employee Stock Ownership Plan $310M · 304
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Pennoni Associates Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on Pennoni Associates Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Pennoni Associates Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
- Pennoni Associates Inc.'s sponsor-wide assets have grown 53.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans