ESOP · DOL Form 5500 · 2022

Odonnell and Naccarato, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
71
Participants Small participant base
66th
Percentile by assets National rank
$150,723
Avg per participant Above avg balance/head
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Official DOL plan name: Odonnell and Naccarato, Inc. Employee Stock Ownership Plan · Sponsored by Odonnell and Naccarato, Inc. · Pennsylvania · Professional & Technical Services

$11M in assets, 71 participants

Odonnell and Naccarato, Inc.'s Odonnell and Naccarato, Inc. Employee Stock Ownership Plan reported $11M in total assets and 71 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #14,063 in Professional & Technical Services (21,562 peers)

Odonnell and Naccarato, Inc. multi-year trail

Odonnell and Naccarato, Inc.'s plans moved +197.6% in assets from 2022 to 2024; this filing shows Odonnell and Naccarato, Inc. Employee Stock Ownership Plan at $11M / 71 participants.

#14,063
in Professional & Technical Services (21,562 peers)
-4.8%
assets change YoY

The plan reported a net loss of $638K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Odonnell and Naccarato, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Odonnell and Naccarato, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$10,701,347 Top 34% higher than 66% 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

Odonnell and Naccarato, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Odonnell and Naccarato, Inc. Employee Stock Ownership Plan is a small filing (71 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 222381252 · Odonnell and Naccarato, Inc. PY 2022 · ESOP

Odonnell and Naccarato, Inc. Employee Stock Ownership Plan · $11M · 71 · 66th

  • VS-ST $11M
  • BOY 71
  • SCH 66th
  • EBSA ESOP
  • PART near Stockgrowers State Bank Employee Stock Ownership Plan
  • TYPE ind #14063

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 →

Odonnell and Naccarato, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Ema Group, Inc. Employee Stock Ownership PlanEma Group, Inc. Employee Sto…$11MOdonnell and Naccarato, Inc. Employee Stock Ownership PlanOdonnell and Naccarato, Inc.…$11MStockgrowers State Bank Employee Stock Ownership PlanStockgrowers State Bank Empl…$11MProcessed Metals Innovators, Inc. Employee Stock Ownership PlanProcessed Metals Innovators,…$11MAzon USA, Inc. Employee Stock Ownership PlanAzon USA, Inc. Employee Stoc…$11M
End-of-year total assets ($M) among Odonnell and Naccarato, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Odonnell and Naccarato, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Odonnell and Naccarato, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 197.59629325168132% vs 2022
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $10.7M $31.9M ▲ +197.7%
Year Plans Participants Total Assets
2022 1 71 $11M
2023 1 73 $8M
2024 2 203 $32M

Odonnell and Naccarato, Inc. filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income-$638K
Employer EIN222381252
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Odonnell and Naccarato, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Odonnell and Naccarato, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.010701347 · Participants: 71Odonnell and Naccarato, 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
Odonnell and Naccarato, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Odonnell and Naccarato, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Stockgrowers State Bank Employee Stock Ownership Plan in KS ($11M); by covered participants it is Thumb Bank & Trust Employee Stock Ownership Plan in MI (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 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 Odonnell and Naccarato, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Odonnell and Naccarato, Inc. Employee Stock Ownership Plan edged down modestly - down 4.8% during 2022, from $11M to $11M. Reported net income was -$638K.
How have Odonnell and Naccarato, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Odonnell and Naccarato, Inc.'s sponsor-wide assets grew 197.6%, from $11M to $32M.
Which ESOP plans are similar in size to Odonnell and Naccarato, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Stockgrowers State Bank Employee Stock Ownership Plan in KS ($11M, 38 participants).
Which ESOP plans cover a similar participant headcount to Odonnell and Naccarato, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Thumb Bank & Trust Employee Stock Ownership Plan in MI (71 participants, $11M 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 222381252.

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.