ESOP · DOL Form 5500 · 2024
O'donnell & Naccarato, Inc. ESOP
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 92
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $112,618
- Avg per participant Below avg balance/head
Official DOL plan name: O'donnell & Naccarato Inc. Employee Stock Ownership Plan · Sponsored by O'donnell & Naccarato, Inc. · Pennsylvania · Professional & Technical Services
$10M in assets, 92 participants
O'donnell & Naccarato, Inc.'s O'donnell & Naccarato Inc. Employee Stock Ownership Plan reported $10M in total assets and 92 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.
- #11,051 in Professional & Technical Services (20,173 peers)
O'donnell & Naccarato, Inc. multi-year trail
O'donnell & Naccarato, Inc.'s plans moved +197.6% in assets from 2022 to 2024; this filing shows O'donnell & Naccarato Inc. Employee Stock Ownership Plan at $10M / 92 participants.
- #11,051
- in Professional & Technical Services (20,173 peers)
- +23.7%
- assets growth YoY
O'donnell & Naccarato Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers
O'donnell & Naccarato Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,360,818 Top 44% higher than 56% 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
O'donnell & Naccarato 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. O'donnell & Naccarato Inc. Employee Stock Ownership Plan is a small filing (92 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- O'donnell & Naccarato Inc. Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- O'donnell & Naccarato Inc. Employee Stock Ownership Plan reported participants rose from 73 in the plan year 2023 filing to 92 in the plan year 2024 filing.
- O'donnell & Naccarato Inc. Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 222381252 · O'donnell & Naccarato, Inc. PY 2024 · ESOP
O'donnell & Naccarato Inc. Employee Stock Ownership Plan · $10M · 92 · 56th
- ASSETS $10M
- PCT 92
- EIN 56th
- RANK ESOP
- PHOTO near Flexible Materials, Inc. ESOP
- IND ind #11051
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 Pennsylvania →
O'donnell & Naccarato Inc. Employee Stock Ownership Plan in the asset neighbourhood
O'donnell & Naccarato, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All O'donnell & Naccarato, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 197.59629325168132% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 71 | $11M |
| 2023 | 1 | 73 | $8M |
| 2024 | 2 | 203 | $32M |
O'donnell & Naccarato, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 222381252 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Pennsylvania
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Wawa, Inc. Employee Stock Ownership Plan $5.5B · 37,745
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.8B · 544
- Sheetz, Inc. Employee Stock Ownership Plan $721M · 14,939
- Centimark Corporation Employee Stock Ownership Plan and Trust $680M · 2,444
- D & H Employee Stock Ownership Plan $314M · 1,459
O'donnell & Naccarato Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Pennsylvania, the nearest ESOP by assets is Flexible Materials, Inc. ESOP in IN ($10M); by covered participants it is Evergreen Trading Employee Stock Ownership Plan in NY (92 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (92 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.