ESOP · DOL Form 5500 · 2024
Robert Peccia & Associates, Inc. ESOP
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 69
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $532,255
- Avg per participant High balance/head
Official DOL plan name: Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Robert Peccia & Associates, Inc. · Montana · Professional & Technical Services
$37M in assets, 69 participants
Robert Peccia & Associates, Inc.'s Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust reported $37M in total assets and 69 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #16,271 in Professional & Technical Services (20,173 peers)
Where Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust sits by assets
Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $37M for 69 participants (~$532,255/participant), up 7.4% in 2024.
- #16,271
- in Professional & Technical Services (20,173 peers)
- +7.4%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets
Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$36,725,572 Top 20% higher than 80% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust is a small filing (69 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $10M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $34M in the plan year 2023 filing to $37M in the plan year 2024 filing.
- Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 65 in the plan year 2023 filing to 69 in the plan year 2024 filing.
DOL schedule card
Filing strip 810379334 · Robert Peccia & Associates, Inc. PY 2024 · ESOP
Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust · $37M · 69 · 80th
- EIN $37M
- EIN 69
- EIN 80th
- EIN ESOP
- EIN near Lpi Employee Stock Ownership Plan
- EIN ind #16271
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 Montana →
Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $3M |
| Employer EIN | 810379334 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Robert Peccia & Associates, Inc.)
Sponsor-wide plan assets over time
All Robert Peccia & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 51.949836689052006% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 59 | $24M |
| 2023 | 1 | 65 | $34M |
| 2024 | 1 | 69 | $37M |
Nearby ESOP Plans in Montana
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Pacific Hide & Fur Depot D/B/a Pacific Steel & Recycling ESOP $469M · 968
- D.a. Davidson Companies Employee Stock Ownership Plan $176M · 1,519
- Electrical Consultants, Inc. Employee Stock Ownership Plan $109M · 822
- Sletten, Inc. Employee Stock Ownership Plan $87M · 339
- Morrison-Maierle, Inc. Employee Stock Ownership Plan $77M · 294
Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Montana, the nearest ESOP by assets is Lpi Employee Stock Ownership Plan in TN ($37M); by covered participants it is R. C. Lurie Company, Inc. Employee Stock Ownership Plan in AZ (69 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
Similar participant headcount
Nearest other-state filings by covered participants (69 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.