ESOP · DOL Form 5500 · 2022

Pennoni Associates Inc. ESOP

Data updated 2026-08-25

$76M
Total assets Below avg plan size
1,091
Participants Near avg headcount
91st
Percentile by assets National rank
$69,548
Avg per participant Below avg balance/head
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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.

  • #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.

#19,888
in Professional & Technical Services (21,562 peers)
+30.5%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Pennoni Associates Inc. Employee Stock Ownership Plan's outsized position by total assets

Pennoni Associates Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$75,877,355 Top 9% higher than 91% of 139,123 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 2022

Pennoni Associates Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pennoni Associates Inc. Employee Stock Ownership Plan lands in the large band (1,091 participants).

Plan-year Form 5500 strip

Filing strip 231683429 · Pennoni Associates Inc. PY 2022 · ESOP

Pennoni Associates Inc. Employee Stock Ownership Plan · $76M · 1,091 · 91st

  • BOY $76M
  • SCH 1,091
  • EBSA 91st
  • PART ESOP
  • TYPE near Bay Cities Container Corporation Employee Stock Ownership Plan
  • NET ind #19888

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 Pennsylvania →

Pennoni Associates Inc. Employee Stock Ownership Plan in the asset neighbourhood

Christian Brothers Automotive Corporation Employee Stock Ownership PlanChristian Brothers Automotiv…$76MBay Cities Container Corporation Employee Stock Ownership PlanBay Cities Container Corpora…$76MPennoni Associates Inc. Employee Stock Ownership PlanPennoni Associates Inc. Empl…$76MAlbert C. Kobayashi, Inc. Employee Stock Ownership PlanAlbert C. Kobayashi, Inc. Em…$76MHowe Electric Construction, Inc. ESOPHowe Electric Construction, …$76M
End-of-year total assets ($M) among Pennoni Associates Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$76M
Net Income$18M
Employer EIN231683429
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pennoni Associates Inc.)

Sponsor-wide plan assets over time

All Pennoni Associates Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$295M 53.60241900673876% vs 2022
2024 filing year
$150M$200M$250M$300M$350M 202220232024 $192M $295M ▲ +53.6%
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 Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Pennoni Associates Inc. Employee Stock Ownership Plan, Total assets ($B): 0.075877355 · Participants: 1091Pennoni Associates Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporation Employee Stock Ownership Plan and TrustNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, Inc. Employee Stock Ownership Plan
Pennoni Associates Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Pennoni Associates Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Pennoni Associates Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Bay Cities Container Corporation Employee Stock Ownership Plan in CA ($76M); by covered participants it is Personal Touch Home Care Employee Stock Ownership Plan in NY (1,089 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,091 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.

Frequently Asked Questions

How did Pennoni Associates Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Pennoni Associates Inc. Employee Stock Ownership Plan surged - up 30.5% during 2022, from $58M to $76M. Reported net income was $18M.
How have Pennoni Associates Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pennoni Associates Inc.'s sponsor-wide assets grew 53.6%, from $192M to $295M.
Where does Pennoni Associates Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Pennoni Associates Inc. Employee Stock Ownership Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Pennoni Associates Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bay Cities Container Corporation Employee Stock Ownership Plan in CA ($76M, 169 participants).
Which ESOP plans cover a similar participant headcount to Pennoni Associates Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Personal Touch Home Care Employee Stock Ownership Plan in NY (1,089 participants, $64M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231683429.

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.