ESOP · DOL Form 5500 · 2023

Normandeau Associates, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
101
Participants Small participant base
51st
Percentile by assets National rank
$68,524
Avg per participant Below avg balance/head
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Official DOL plan name: Normandeau Associates, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Normandeau Associates, Inc. · New Hampshire · Professional & Technical Services

$7M in assets, 101 participants

Normandeau Associates, Inc.'s Normandeau Associates, Inc. Employee Stock Ownership Plan and Trust reported $7M in total assets and 101 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #9,996 in Professional & Technical Services (20,321 peers)

Coverage in New Hampshire

Normandeau Associates, Inc. Employee Stock Ownership Plan and Trust covers 101 participants in New Hampshire, about 34% of the average New Hampshire filer (state average ~301 per filing). Assets: $7M.

#9,996
in Professional & Technical Services (20,321 peers)
+1.7%
assets growth YoY

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

Normandeau 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

$6,920,917 Top 49% higher than 51% 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

Normandeau Associates, Inc. Employee Stock Ownership Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Normandeau Associates, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Normandeau Associates, Inc. Employee Stock Ownership Plan and Trust reported net income rose from -$889K in the plan year 2022 filing to $116K in the plan year 2023 filing.
  • Normandeau Associates, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 105 in the plan year 2022 filing to 101 in the plan year 2023 filing.
  • Normandeau Associates, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 020373462 · Normandeau Associates, Inc. PY 2023 · ESOP

Normandeau Associates, Inc. Employee Stock Ownership Plan and Trust · $7M · 101 · 51st

  • SCH $7M
  • SCH 101
  • SCH 51st
  • SCH ESOP
  • SCH near Jorgensen & Co. Employee Stock Ownership Plan and Trust
  • SCH ind #9996

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 New Hampshire →

Normandeau Associates, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

American Floor Covering, Inc. Employee Stock Ownership PlanAmerican Floor Covering, Inc…$7MFullerton Glass Co. Employee Stock Ownership PlanFullerton Glass Co. Employee…$7MBalke Brown Transwestern, Inc. Employee Stock Ownership PlanBalke Brown Transwestern, In…$7MNormandeau Associates, Inc. Employee Stock Ownership Plan and TrustNormandeau Associates, Inc. …$7MJorgensen & Co. Employee Stock Ownership Plan and TrustJorgensen & Co. Employee Sto…$7M
End-of-year total assets ($M) among Normandeau Associates, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

New Hampshire filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$116K
Employer EIN020373462
Plan Effective Date2000-06-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Normandeau Associates, Inc.)

Sponsor-wide plan assets over time

All Normandeau Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 8.039711342803955% vs 2022
2024 filing year
$36M$38M$40M$42M$44M 202220232024 $41.1M $37.8M ▼ -8.1%
Year Plans Participants Total Assets
2022 2 217 $41M
2023 2 215 $43M
2024 2 216 $38M

Nearby ESOP Plans in New Hampshire

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

Normandeau Associates, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -500050010001500 -0.500.511.5 Total assets ($B) Participants Normandeau Associates, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.006920917 · Participants: 101Normandeau Associates, Inc. Employee Stock Ownership Plan and TrustHypertherm Associate Stock Ownership Plan, Total assets ($B): 1.041097337 · Participants: 1417Hypertherm Associate Stock Ownership PlanNew England Wire Technologies Corp. Employee Stock Ownership Plan, Total assets ($B): 0.074655129 · Participants: 471New England Wire Technologies Corp. Employee Stock Ownership Plan1a Auto, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.029058095 · Participants: 2711a Auto, Inc. Employee Stock Ownership PlanNew Hampshire Boring, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.026090701 · Participants: 55New Hampshire Boring, Inc. Employee Stock Ownership PlanAdmix, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.01353707 · Participants: 75Admix, Inc. Employee Stock Ownership Plan
Normandeau Associates, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in New Hampshire, assets vs. participants
Compare Normandeau Associates, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside New Hampshire, the nearest ESOP by assets is Jorgensen & Co. Employee Stock Ownership Plan and Trust in CA ($7M); by covered participants it is United Bancorp, Inc. of Martins Ferry, Ohio Employee Stock Ownership Plan in OH (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Normandeau Associates, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Normandeau Associates, Inc. Employee Stock Ownership Plan and Trust edged up modestly - up 1.7% during 2023, from $7M to $7M. Reported net income was $116K.
How have Normandeau Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Normandeau Associates, Inc.'s sponsor-wide assets declined 8.0%, from $41M to $38M.
Which ESOP plans are similar in size to Normandeau Associates, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Jorgensen & Co. Employee Stock Ownership Plan and Trust in CA ($7M, 133 participants).
Which ESOP plans cover a similar participant headcount to Normandeau Associates, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is United Bancorp, Inc. of Martins Ferry, Ohio Employee Stock Ownership Plan in OH (101 participants, $5M 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 020373462.

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.