ESOP · DOL Form 5500 · 2023

Pennoni Associates Inc. ESOP

Data updated 2026-08-25

$100M
Total assets Near avg plan size
1,015
Participants Near avg headcount
91st
Percentile by assets National rank
$98,535
Avg per participant Below avg balance/head
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Official DOL plan name: Pennoni Associates Inc. Employee Stock Ownership Plan · Sponsored by Pennoni Associates Inc. · Pennsylvania · Professional & Technical Services

$100M in assets, 1,015 participants

Pennoni Associates Inc.'s Pennoni Associates Inc. Employee Stock Ownership Plan reported $100M in total assets and 1,015 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,788 in Professional & Technical Services (20,321 peers)

Where Pennoni Associates Inc. Employee Stock Ownership Plan sits by assets

Pennoni Associates Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $100M for 1,015 participants (~$98,535/participant), up 31.8% in 2023.

#18,788
in Professional & Technical Services (20,321 peers)
+31.8%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Pennoni Associates Inc. Employee Stock Ownership Plan's outsized position by total assets

Pennoni Associates Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$100,013,402 Top 9% higher than 91% of 127,068 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 2023

Pennoni Associates Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pennoni Associates Inc. Employee Stock Ownership Plan lands in the large band (1,015 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pennoni Associates Inc. Employee Stock Ownership Plan reported net income rose from $18M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Pennoni Associates Inc. Employee Stock Ownership Plan end-of-year assets rose from $76M in the plan year 2022 filing to $100M in the plan year 2023 filing.
  • Pennoni Associates Inc. Employee Stock Ownership Plan reported participants fell from 1,091 in the plan year 2022 filing to 1,015 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 231683429 · Pennoni Associates Inc. PY 2023 · ESOP

Pennoni Associates Inc. Employee Stock Ownership Plan · $100M · 1,015 · 91st

  • BOOK $100M
  • BOOK 1,015
  • BOOK 91st
  • BOOK ESOP
  • BOOK near Mypath Employee Stock Ownership Plan
  • BOOK ind #18788

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 →

Pennoni Associates Inc. Employee Stock Ownership Plan in the asset neighbourhood

New England Biolabs, Inc. Voting Stock Ownership PlanNew England Biolabs, Inc. Vo…$100MMypath Employee Stock Ownership PlanMypath Employee Stock Owners…$100MPennoni Associates Inc. Employee Stock Ownership PlanPennoni Associates Inc. Empl…$100MNott Company Employee Stock Ownership CompanyNott Company Employee Stock …$100MMrmc ESOP$100M
End-of-year total assets ($M) among Pennoni Associates Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$100M
Net Income$24M
Employer EIN231683429
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pennoni Associates Inc.)

Sponsor-wide plan assets over time

All Pennoni Associates Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$295M 53.60241900673876% vs 2022
2024 filing year
$150M$200M$250M$300M$350M 202220232024 $192M $295M ▲ +53.6%
Year Plans Participants Total Assets
2022 2 2,169 $192M
2023 2 2,385 $243M
2024 2 2,660 $295M

Nearby ESOP Plans in Pennsylvania

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

Pennoni Associates Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Pennoni Associates Inc. Employee Stock Ownership Plan, Total assets ($B): 0.100013402 · Participants: 1015Pennoni Associates Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
Pennoni Associates Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Pennoni Associates Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Pennoni Associates Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Mypath Employee Stock Ownership Plan in WI ($100M); by covered participants it is American Solutions for Business Employee Stock Ownership Plan in MN (1,015 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($100M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,015 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pennoni Associates Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Pennoni Associates Inc. Employee Stock Ownership Plan surged - up 31.8% during 2023, from $76M to $100M. Reported net income was $24M.
How have Pennoni Associates Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pennoni Associates Inc.'s sponsor-wide assets grew 53.6%, from $192M to $295M.
Where does Pennoni Associates Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Pennoni Associates Inc. Employee Stock Ownership Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Pennoni Associates Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mypath Employee Stock Ownership Plan in WI ($100M, 1,696 participants).
Which ESOP plans cover a similar participant headcount to Pennoni Associates Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is American Solutions for Business Employee Stock Ownership Plan in MN (1,015 participants, $39M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231683429.

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.