ESOP · DOL Form 5500 · 2023

Mcdermott-Costa Co., Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
31
Participants Small participant base
31st
Percentile by assets National rank
$64,952
Avg per participant Low balance/head
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Official DOL plan name: Mcdermott-Costa Co., Inc. Employee Stock Ownership Plan and Trust · Sponsored by Mcdermott-Costa Co., Inc. · California · Finance & Insurance

$2M in assets, 31 participants

Mcdermott-Costa Co., Inc.'s Mcdermott-Costa Co., Inc. Employee Stock Ownership Plan and Trust reported $2M in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,841 in Finance & Insurance (8,869 peers)

Mcdermott-Costa Co., Inc. multi-year trail

Mcdermott-Costa Co., Inc.'s plans moved -15.6% in assets from 2022 to 2024; this filing shows Mcdermott-Costa Co., Inc. Employee Stock Ownership Plan and Trust at $2M / 31 participants.

#1,841
in Finance & Insurance (8,869 peers)
+8.8%
assets growth YoY

Mcdermott-Costa Co., Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Mcdermott-Costa Co., Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$2,013,508 31st percentile higher than 31% 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

Mcdermott-Costa Co., 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. Mcdermott-Costa Co., Inc. Employee Stock Ownership Plan and Trust is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mcdermott-Costa Co., Inc. Employee Stock Ownership Plan and Trust reported net income rose from $71K in the plan year 2022 filing to $163K in the plan year 2023 filing.
  • Mcdermott-Costa Co., Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Mcdermott-Costa Co., Inc. Employee Stock Ownership Plan and Trust reported participants rose from 29 in the plan year 2022 filing to 31 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 941375883 · Mcdermott-Costa Co., Inc. PY 2023 · ESOP

Mcdermott-Costa Co., Inc. Employee Stock Ownership Plan and Trust · $2M · 31 · 31st

  • NET $2M
  • NET 31
  • NET 31st
  • NET ESOP
  • NET near Erie Industrial Supply Company Employee Stock Ownership Plan
  • NET ind #1841

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 →

Mcdermott-Costa Co., Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Scientific Systems Company, Inc. Employee Stock Ownership PlanScientific Systems Company, …$2MCaron Engineering, Inc. Employee Stock Ownership PlanCaron Engineering, Inc. Empl…$2MMcdermott-Costa Co., Inc. Employee Stock Ownership Plan and TrustMcdermott-Costa Co., Inc. Em…$2MErie Industrial Supply Company Employee Stock Ownership PlanErie Industrial Supply Compa…$2MInnova Technologies Inc. Employee Stock Ownership PlanInnova Technologies Inc. Emp…$2M
End-of-year total assets ($M) among Mcdermott-Costa Co., Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Mcdermott-Costa Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mcdermott-Costa Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 15.56088103974494% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.85M $1.56M ▼ -15.7%
Year Plans Participants Total Assets
2022 1 29 $2M
2023 1 31 $2M
2024 1 N/A $2M

Mcdermott-Costa Co., Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$163K
Employer EIN941375883
Plan Effective Date2003-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Mcdermott-Costa Co., Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Mcdermott-Costa Co., Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.002013508 · Participants: 31Mcdermott-Costa Co., Inc. Employee Stock Ownership Plan and TrustParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Mcdermott-Costa Co., Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants
Compare Mcdermott-Costa Co., Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Erie Industrial Supply Company Employee Stock Ownership Plan in PA ($2M); by covered participants it is Miller/Howard Investments, Inc. Employee Stock Ownership Plan in NY (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Mcdermott-Costa Co., Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Mcdermott-Costa Co., Inc. Employee Stock Ownership Plan and Trust grew at a solid clip - up 8.8% during 2023, from $2M to $2M. Reported net income was $163K.
How have Mcdermott-Costa Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mcdermott-Costa Co., Inc.'s sponsor-wide assets declined 15.6%, from $2M to $2M.
Which ESOP plans are similar in size to Mcdermott-Costa Co., Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Erie Industrial Supply Company Employee Stock Ownership Plan in PA ($2M, 9 participants).
Which ESOP plans cover a similar participant headcount to Mcdermott-Costa Co., Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Miller/Howard Investments, Inc. Employee Stock Ownership Plan in NY (31 participants, $11M 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 941375883.

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.