ESOP · DOL Form 5500 · 2023
Odonnell & Naccarato, Inc. ESOP
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 73
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $114,737
- Avg per participant Below avg balance/head
Official DOL plan name: Odonnell and Naccarato, Inc. Employee Stock Ownership Plan · Sponsored by Odonnell & Naccarato, Inc. · Pennsylvania · Professional & Technical Services
$8M in assets, 73 participants
Odonnell & Naccarato, Inc.'s Odonnell and Naccarato, Inc. Employee Stock Ownership Plan reported $8M in total assets and 73 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.
- #10,829 in Professional & Technical Services (20,321 peers)
Odonnell & Naccarato, Inc. multi-year trail
Odonnell & 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 $8M / 73 participants.
- #10,829
- in Professional & Technical Services (20,321 peers)
- -21.7%
- assets change YoY
The plan reported a net loss of $2M 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 2023 · DOL Form 5500
$8,375,807 Top 45% higher than 55% 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
Odonnell and Naccarato, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2023 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 (73 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Odonnell and Naccarato, Inc. Employee Stock Ownership Plan reported net income fell from -$638K in the plan year 2022 filing to -$2M in the plan year 2023 filing.
- Odonnell and Naccarato, Inc. Employee Stock Ownership Plan end-of-year assets fell from $11M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Odonnell and Naccarato, Inc. Employee Stock Ownership Plan reported participants rose from 71 in the plan year 2022 filing to 73 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 222381252 · Odonnell & Naccarato, Inc. PY 2023 · ESOP
Odonnell and Naccarato, Inc. Employee Stock Ownership Plan · $8M · 73 · 55th
- BOOK $8M
- VS-ST 73
- BOY 55th
- SCH ESOP
- EBSA near Emergency Apparatus Maintenance, Inc. Employee Stock Ownership Plan
- PART ind #10829
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
Odonnell & Naccarato, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Odonnell & Naccarato, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 197.59629325168132% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 71 | $11M |
| 2023 | 1 | 73 | $8M |
| 2024 | 2 | 203 | $32M |
Odonnell & Naccarato, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$2M |
| Employer EIN | 222381252 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Pennsylvania
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Wawa, Inc. Employee Stock Ownership Plan $5.3B · 42,695
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.6B · 342
- Centimark Corporation Employee Stock Ownership Plan and Trust $687M · 2,353
- Sheetz, Inc. Employee Stock Ownership Plan $686M · 13,858
- D & H Employee Stock Ownership Plan $289M · 1,461
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 Emergency Apparatus Maintenance, Inc. Employee Stock Ownership Plan in MN ($8M); by covered participants it is Glass & Metals, Inc. Employee Stock Ownership and Savings Plan in VA (73 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (73 participants); asset peers above are excluded.
- Glass & Metals, Inc. Employee Stock Ownership and Savings Plan (VA) 73 · 0 off
- Falcon Industries, Inc. Employee St Ock Ownership Plan and Trust (MN) 73 · 0 off
- Edmund a. Allen Lumber Company Employee Stock Ownership Plan (IL) 73 · 0 off
- Winn Construction Inc. Employee Stock Ownership Plan (ND) 73 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.