ESOP · DOL Form 5500 · 2022

Donnelly Service Group, Inc. ESOP

Data updated 2026-08-25

$255K
Total assets Small plan by assets
114
Participants Small participant base
12th
Percentile by assets National rank
$2,236
Avg per participant Low balance/head
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Official DOL plan name: Donnelly Service Group, Inc. Employee Stock Ownership Plan · Sponsored by Donnelly Service Group, Inc. · Massachusetts · Administrative & Support Services

$255K in assets, 114 participants

Donnelly Service Group, Inc.'s Donnelly Service Group, Inc. Employee Stock Ownership Plan reported $255K in total assets and 114 participants in its 2022 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,353 in Administrative & Support Services (4,927 peers)

Coverage in Massachusetts

Donnelly Service Group, Inc. Employee Stock Ownership Plan covers 114 participants in Massachusetts, about 17% of the average Massachusetts filer (state average ~659 per filing). Assets: $255K.

#1,353
in Administrative & Support Services (4,927 peers)
+58.2%
assets growth YoY

Donnelly Service Group, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Donnelly Service Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$254,953 12th percentile higher than 12% 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

Donnelly Service Group, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Donnelly Service Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (114 participants).

Published 5500 schedule card

Filing strip 043257145 · Donnelly Service Group, Inc. PY 2022 · ESOP

Donnelly Service Group, Inc. Employee Stock Ownership Plan · $255K · 114 · 12th

  • PHOTO $255K
  • IND 114
  • EOY 12th
  • 5500 ESOP
  • ASSETS near Roush Hardware Employee Stock Ownership Plan
  • PCT ind #1353

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 Massachusetts →

Donnelly Service Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Roush Hardware Employee Stock Ownership PlanRoush Hardware Employee Stoc…$256KMaster Sheet Metal, Inc. Employee Stock Ownership PlanMaster Sheet Metal, Inc. Emp…$256KPinnacle Financial Group, Inc. Employee Stock Ownership Plan and TrustPinnacle Financial Group, In…$258KDonnelly Service Group, Inc. Employee Stock Ownership PlanDonnelly Service Group, Inc.…$255KCummings Aerospace, Inc. Employee Stock Ownership PlanCummings Aerospace, Inc. Emp…$252K
End-of-year total assets ($M) among Donnelly Service Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$161K
Net Assets (End of Year)$255K
Net Income$94K
Employer EIN043257145
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Donnelly Service Group, Inc.)

Sponsor-wide plan assets over time

All Donnelly Service Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$498K 95.5172129765094% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.25M $0.5M ▲ +100.0%
Year Plans Participants Total Assets
2022 1 114 $255K
2023 1 95 $388K
2024 1 119 $498K

Nearby ESOP Plans in Massachusetts

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

Donnelly Service Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -2000200400600 Total assets ($M) Participants Donnelly Service Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 0.254953 · Participants: 114Donnelly Service Group, Inc. Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 495.023943 · Participants: 1315Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 380.839397 · Participants: 193The Gillette Company Employee Stock Ownership PlanAbt Associates Inc. Employees Stock Ownership Plan, Total assets ($M): 312.177588 · Participants: 2426Abt Associates Inc. Employees Stock Ownership PlanNew England Biolabs, Inc. Voting Stock Ownership Plan, Total assets ($M): 272.105333 · Participants: 386New England Biolabs, Inc. Voting Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 258.836117 · Participants: 1646Eastern Bank Employee Stock Ownership Plan
Donnelly Service Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Donnelly Service Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Donnelly Service Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Roush Hardware Employee Stock Ownership Plan in OH ($256K); by covered participants it is Blue Ridge Employees Stock Ownership Plan in MO (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Donnelly Service Group, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Donnelly Service Group, Inc. Employee Stock Ownership Plan surged - up 58.2% during 2022, from $161K to $255K. Reported net income was $94K.
How have Donnelly Service Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Donnelly Service Group, Inc.'s sponsor-wide assets grew 95.5%, from $255K to $498K.
Where does Donnelly Service Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Donnelly Service Group, Inc. Employee Stock Ownership Plan ranks in the 12th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Donnelly Service Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Roush Hardware Employee Stock Ownership Plan in OH ($256K, 25 participants).
Which ESOP plans cover a similar participant headcount to Donnelly Service Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Blue Ridge Employees Stock Ownership Plan in MO (114 participants, $2M 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 043257145.

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.