ESOP · DOL Form 5500 · 2023
Robert Peccia & Associates, Inc. ESOP
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 65
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $526,279
- Avg per participant High balance/head
Official DOL plan name: Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Robert Peccia & Associates, Inc. · Montana · Professional & Technical Services
$34M in assets, 65 participants
Robert Peccia & Associates, Inc.'s Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust reported $34M in total assets and 65 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #16,591 in Professional & Technical Services (20,321 peers)
Where Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust sits by assets
Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $34M for 65 participants (~$526,279/participant), up 41.5% in 2023.
- #16,591
- in Professional & Technical Services (20,321 peers)
- +41.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets
Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$34,208,110 Top 19% higher than 81% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust is a small filing (65 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $2M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $24M in the plan year 2022 filing to $34M in the plan year 2023 filing.
- Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 59 in the plan year 2022 filing to 65 in the plan year 2023 filing.
DOL schedule card
Filing strip 810379334 · Robert Peccia & Associates, Inc. PY 2023 · ESOP
Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust · $34M · 65 · 81st
- NET $34M
- NET 65
- NET 81st
- NET ESOP
- NET near Technomics, Inc. Employee Stock Ownership Plan
- NET ind #16591
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 Montana →
Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $10M |
| Employer EIN | 810379334 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Robert Peccia & Associates, Inc.)
Sponsor-wide plan assets over time
All Robert Peccia & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 51.949836689052006% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 59 | $24M |
| 2023 | 1 | 65 | $34M |
| 2024 | 1 | 69 | $37M |
Nearby ESOP Plans in Montana
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Pacific Hide & Fur Depot D/B/a Pacific Steel & Recycling ESOP $442M · 824
- D.a. Davidson Companies Employee Stock Ownership Plan $150M · 1,474
- Electrical Consultants, Inc. Employee Stock Ownership Plan $81M · 720
- Morrison-Maierle, Inc. Employee Stock Ownership Plan $73M · 278
- Sletten, Inc. Employee Stock Ownership Plan $72M · 303
Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Montana, the nearest ESOP by assets is Technomics, Inc. Employee Stock Ownership Plan in VA ($34M); by covered participants it is Sandman & Associates Consulting, Inc Employee Stock Ownership Plan in MN (65 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
Similar participant headcount
Nearest other-state filings by covered participants (65 participants); asset peers above are excluded.
- Sandman & Associates Consulting, Inc Employee Stock Ownership Plan (MN) 65 · 0 off
- R.a. Heath Construction and Millwork, Inc. Employee Stock Ownership Plan and Trust (GA) 65 · 0 off
- Pumping Services, Incorporated Employee Stock Ownership Plan (NJ) 65 · 0 off
- The Bobbitt Group, Inc. Employee Stock Ownership Plan (NC) 65 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.