ESOP · DOL Form 5500 · 2024

Econone Research, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
91
Participants Small participant base
43rd
Percentile by assets National rank
$59,193
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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

$5M in assets, 91 participants

Econone Research, Inc.'s Econone Research, Inc. Employee Stock Ownership Plan reported $5M in total assets and 91 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,259 in Professional & Technical Services (20,173 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 $5M / 91 participants.

#8,259
in Professional & Technical Services (20,173 peers)
-13.2%
assets change YoY

The plan reported a net loss of $820K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2024 · DOL Form 5500

$5,386,586 43rd percentile higher than 43% of 123,620 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 2024

Econone Research, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 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 (91 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Econone Research, Inc. Employee Stock Ownership Plan reported net income fell from $6M in the plan year 2023 filing to -$820K in the plan year 2024 filing.
  • Econone Research, Inc. Employee Stock Ownership Plan reported participants rose from 77 in the plan year 2023 filing to 91 in the plan year 2024 filing.
  • Econone Research, Inc. Employee Stock Ownership Plan end-of-year assets fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 954639689 · Econone Research, Inc. PY 2024 · ESOP

Econone Research, Inc. Employee Stock Ownership Plan · $5M · 91 · 43rd

  • BOOK $5M
  • BOOK 91
  • BOOK 43rd
  • BOOK ESOP
  • BOOK near Igs Industries Inc. Employee Stock Ownership Plan
  • BOOK ind #8259

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 →

Econone Research, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Econone Research, Inc. Employee Stock Ownership PlanEconone Research, Inc. Emplo…$5MIgs Industries Inc. Employee Stock Ownership PlanIgs Industries Inc. Employee…$5MHome Furniture Company of Lafayette, Inc. Employee Stock Ownership PlanHome Furniture Company of La…$5MEd&t Employee Stock Ownership PlanEd&t Employee Stock Ownershi…$5MInternational Intimates Inc. Employee Stock Ownership PlanInternational Intimates Inc.…$5M
End-of-year total assets ($M) among Econone Research, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Econone Research, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Econone Research, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$46M 69.86017942617252% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $27M $45.8M ▲ +69.8%
Year Plans Participants Total Assets
2022 1 70 $27M
2023 2 153 $41M
2024 2 175 $46M

Econone Research, Inc. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$820K
Employer EIN954639689
Plan Effective Date2023-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Econone Research, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.005386586 · Participants: 91Econone Research, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Econone Research, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
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 Igs Industries Inc. Employee Stock Ownership Plan in PA ($5M); by covered participants it is Employee Stock Ownership Plan of Palmer & Sicard, Inc. in NH (91 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (91 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.

Frequently Asked Questions

How did Econone Research, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Econone Research, Inc. Employee Stock Ownership Plan pulled back noticeably - down 13.2% during 2024, from $6M to $5M. Reported net income was -$820K.
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 Igs Industries Inc. Employee Stock Ownership Plan in PA ($5M, 74 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 Employee Stock Ownership Plan of Palmer & Sicard, Inc. in NH (91 participants, $4M in assets).

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 954639689.

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.