ESOP · DOL Form 5500 · 2023

Econone Research, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 77
Participants Small participant base: 49th
Percentile by assets National rank: $80,611
Avg per participant Below avg balance/head

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Official DOL plan name: Econone Research, Inc. Employee Stock Ownership Plan · Sponsored by Econone Research, Inc. · California · Professional & Technical Services

$6M in assets, 77 participants

Econone Research, Inc.'s Econone Research, Inc. Employee Stock Ownership Plan reported $6M in total assets and 77 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

#9,514 in Professional & Technical Services (20,321 peers)

Econone Research, Inc. multi-year trail

Econone Research, Inc.'s plans moved +69.9% in assets from 2022 to 2024; this filing shows Econone Research, Inc. Employee Stock Ownership Plan at $6M / 77 participants.

#9,514
in Professional & Technical Services (20,321 peers): $6M
reported net income

Econone Research, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Econone Research, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$6,207,073 49th percentile higher than 49% 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

Econone Research, 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. Econone Research, Inc. Employee Stock Ownership Plan is a small filing (77 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

EBSA filing schedule strip

Filing strip 954639689 · Econone Research, Inc. PY 2023 · ESOP

Econone Research, Inc. Employee Stock Ownership Plan · $6M · 77 · 49th

IND $6M
IND 77
IND 49th
IND ESOP
IND near Glmv Architecture, Inc. Employee Stock Ownership Plan
IND ind #9514

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 California →

End-of-year total assets ($M) among Econone Research, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Econone Research, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $46M 69.86017942617252% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	70	$27M
2023	2	153	$41M
2024	2	175	$46M

Econone Research, Inc. filing trail (2023)

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	$6M
Net Income	$6M
Employer EIN	954639689
Plan Effective Date	2023-01-01
Filing Status	FILING RECEIVED

Nearby ESOP Plans in California

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

Econone Research, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Parsons Employee Stock Ownership Plan $3.8B · 7,871
Acco Employee Stock Ownership Plan $1.4B · 1,397
Rosendin Electric, Inc. Employee Stock Ownership Plan $1.1B · 1,700
Agron, Inc. Employee Stock Ownership Plan $533M · 72
Recology Employee Stock Ownership Plan $497M · 3,656

Compare Econone Research, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Econone Research, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Glmv Architecture, Inc. Employee Stock Ownership Plan in KS ($6M); by covered participants it is William Penn Bank Employee Stock Ownership Plan in PA (77 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Glmv Architecture, Inc. Employee Stock Ownership Plan (KS) $6M · 156
Wallace Employee Stock Ownership Plan (NH) $6M · 48
Concrete Construction Supply, Inc. ESOP (ID) $6M · 63
Gulf Copper & Manufacturing Corp. Employee Stock Ownership Plan (TX) $6M · 279

Similar participant headcount

Nearest other-state filings by covered participants (77 participants); asset peers above are excluded.

William Penn Bank Employee Stock Ownership Plan (PA) 77 · 0 off
Equitable Bank Employee Stock Ownership Plan (NE) 77 · 0 off
Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan (WI) 77 · 0 off
Healthcare Appraisers, Inc. ESOP (FL) 77 · 0 off

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 have Econone Research, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Econone Research, Inc.'s sponsor-wide assets grew 69.9%, from $27M to $46M.

Which ESOP plans are similar in size to Econone Research, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Glmv Architecture, Inc. Employee Stock Ownership Plan in KS ($6M, 156 participants).

Which ESOP plans cover a similar participant headcount to Econone Research, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by covered participants is William Penn Bank Employee Stock Ownership Plan in PA (77 participants, $13M 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 954639689.