ESOP · DOL Form 5500 · 2022

Goody, Clancy & Associates, Inc. ESOP

Data updated 2026-08-11

$5M
Total assets
53
Participants
52nd
Percentile by assets
$99,434
Avg per participant
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Official DOL plan name: Goody, Clancy & Associates Employee Stock Ownership Plan · Sponsored by Goody, Clancy & Associates, Inc. · Massachusetts · Professional & Technical Services

$5M in assets, 53 participants

Goody, Clancy & Associates, Inc.'s Goody, Clancy & Associates Employee Stock Ownership Plan reported $5M in total assets and 53 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • 52nd percentile by assets (of 139,126 plans)
  • #10,671 in Professional & Technical Services (21,562 peers)

Goody, Clancy & Associates, Inc. multi-year trail

Goody, Clancy & Associates, Inc.'s plans moved +24.2% in assets from 2022 to 2024; this filing shows Goody, Clancy & Associates Employee Stock Ownership Plan at $5M / 53 participants.

$5M
total plan assets (2022 EOY)
53
covered participants
52nd
percentile by assets (of 139,126 plans)
$99,434
avg assets per participant

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Goody, Clancy & Associates Employee Stock Ownership Plan sits by total assets

Goody, Clancy & Associates Employee Stock Ownership Plan vs every filed plan by assets

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

$5,270,000 Top 48% higher than 52% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Massachusetts
Industry
Professional & Technical Services

Goody, Clancy & Associates, Inc. across 3 plan years on file

Across the 3 plan years Goody, Clancy & Associates, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $5M to $7M, a gain of 24.2%, while reported participants moved from 53 to 56 (+5.7%). Peak year by sponsor assets: 2024 ($7M); trough: 2022 ($5M).

Goody, Clancy & Associates, Inc. multi-year asset trail

$5M$5.5M$6M$6.5M$7M 202220232024 $5.27M $6.55M ▲ +24.3%
Total plan assets by year, all Goody, Clancy & Associates, Inc. plans on file
Year Plans Participants Total Assets
2022 1 53 $5M
2023 1 50 $5M
2024 1 56 $7M

Goody, Clancy & Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN042301242
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Massachusetts

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

Goody, Clancy & Associates Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -2000200400600 Total assets ($M) Participants Goody, Clancy & Asso…, Total assets ($M): 5.27 · Participants: 53Goody, Clancy & Asso…Consigli Building Gr…, Total assets ($M): 495.023943 · Participants: 1315Consigli Building Gr…The Gillette Company…, Total assets ($M): 380.839397 · Participants: 193The Gillette Company…Abt Associates Inc. …, Total assets ($M): 312.177588 · Participants: 2426Abt Associates Inc. …New England Biolabs,…, Total assets ($M): 272.105333 · Participants: 386New England Biolabs,…Eastern Bank Employe…, Total assets ($M): 258.836117 · Participants: 1646Eastern Bank Employe…
Goody, Clancy & Associates Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Goody, Clancy & Associates Employee Stoc… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Goody, Clancy & Associates Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Goody, Clancy & Associates Employee Stock Ownership Plan assets move in 2022? ▼
Goody, Clancy & Associates Employee Stock Ownership Plan declined sharply - down 18.3% during 2022, from $6M to $5M. Reported net income was -$1M.
How have Goody, Clancy & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goody, Clancy & Associates, Inc.'s sponsor-wide assets grew 24.2%, from $5M to $7M.
Which ESOP plans are similar in size to Goody, Clancy & Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lyngso Garden Materials, Inc. Employee Stock Ownership Plan in CA ($5M, 48 participants).

Next read for Goody, Clancy & Associates Employee Stoc…

Multi-year trail

Ways to act on Goody, Clancy & Associates Employee Stock Ownership Plan's numbers.

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 042301242.

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.