ESOP · DOL Form 5500 · 2024

Robert Peccia & Associates, Inc. ESOP

Data updated 2026-07-24

$37M
Total assets: 69
Participants: 80th
Percentile by assets: $532,255
Avg per participant

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.

80th percentile by assets (of 116,472 plans)

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.

$37M
total plan assets (2024 EOY): 69
covered participants: 80th
percentile by assets (of 116,472 plans): $532,255
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Montana

Industry

Professional & Technical Services

Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust vs the 2024 asset distribution

By assets, Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust outranks 80% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (730 average participants).

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.)

Total plan assets by year, all Robert Peccia & Associates, Inc. plans on file

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.

Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Montana, assets vs. participants

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
Oftedal Construction, Inc. Employee Stock Ownership Plan $43M · 94
Town and Country Foods, Inc. Employee Stock Ownership Plan $32M · 459

Compare Robert Peccia & Associates, Inc. Employe… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.

Vroman Systems, Inc. Employee Stock Ownership Plan and Trust (IL) $37M · 6
Dungarees, Inc. Employee Stock Ownership Plan (MO) $37M · 50
Brewco Marketing Group Employee Stock Ownership Plan (KY) $37M · 108
501(c) Insurance Programs, Inc. ESOP (CA) $37M · 22

Frequently Asked Questions

How did Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼

Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip - up 7.4% during 2024, from $34M to $37M. Reported net income was $3M.

How have Robert Peccia & Associates, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Robert Peccia & Associates, Inc.'s sponsor-wide assets grew 51.9%, from $24M to $37M.

Where does Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼

Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust ranks in the 80th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which ESOP plans are similar in size to Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust? ▼

Among ESOP plans in other states, the closest by assets is Vroman Systems, Inc. Employee Stock Ownership Plan and Trust in IL ($37M, 6 participants).

Next read for Robert Peccia & Associates, Inc. Employe…

Scale reading

Ways to act on Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust's numbers.

By total assets, Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Montana. Compare plans
Robert Peccia & Associates, Inc.'s sponsor-wide assets have grown 51.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 810379334.

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.