ESOP · DOL Form 5500 · 2024

Donnelly Service Group, Inc. ESOP

Data updated 2026-08-25

$498K
Total assets Small plan by assets
119
Participants Small participant base
18th
Percentile by assets National rank
$4,189
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Donnelly Service Group, Inc. Employee Stock Ownership Plan · Sponsored by Donnelly Service Group, Inc. · Massachusetts · Administrative & Support Services

$498K in assets, 119 participants

Donnelly Service Group, Inc.'s Donnelly Service Group, Inc. Employee Stock Ownership Plan reported $498K in total assets and 119 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,700 in Administrative & Support Services (4,368 peers)

Coverage in Massachusetts

Donnelly Service Group, Inc. Employee Stock Ownership Plan covers 119 participants in Massachusetts, about 18% of the average Massachusetts filer (state average ~659 per filing). Assets: $498K.

#1,700
in Administrative & Support Services (4,368 peers)
+28.5%
assets growth YoY

Donnelly Service Group, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Donnelly Service Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$498,477 18th percentile higher than 18% 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

Donnelly Service Group, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Donnelly Service Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (119 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Donnelly Service Group, Inc. Employee Stock Ownership Plan reported net income fell from $133K in the plan year 2023 filing to $89K in the plan year 2024 filing.
  • Donnelly Service Group, Inc. Employee Stock Ownership Plan end-of-year assets rose from $388K in the plan year 2023 filing to $498K in the plan year 2024 filing.
  • Donnelly Service Group, Inc. Employee Stock Ownership Plan reported participants rose from 95 in the plan year 2023 filing to 119 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 043257145 · Donnelly Service Group, Inc. PY 2024 · ESOP

Donnelly Service Group, Inc. Employee Stock Ownership Plan · $498K · 119 · 18th

  • IND $498K
  • IND 119
  • IND 18th
  • IND ESOP
  • IND near Central-State Bancorp, Inc Employee Stock Ownership Plan
  • IND ind #1700

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 Massachusetts →

Donnelly Service Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Donnelly Service Group, Inc. Employee Stock Ownership PlanDonnelly Service Group, Inc.…$498KCentral-State Bancorp, Inc Employee Stock Ownership PlanCentral-State Bancorp, Inc E…$498KLife Deck Coating Installations Employee Stock Ownership PlanLife Deck Coating Installati…$500KKindness General Contractors Employee Stock Ownership PlanKindness General Contractors…$496KTrio Investments, Inc. Employees Stock Ownership TrustTrio Investments, Inc. Emplo…$495K
End-of-year total assets ($M) among Donnelly Service Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$388K
Net Assets (End of Year)$477K
Net Income$89K
Employer EIN043257145
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Donnelly Service Group, Inc.)

Sponsor-wide plan assets over time

All Donnelly Service Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$498K 95.5172129765094% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.25M $0.5M ▲ +100.0%
Year Plans Participants Total Assets
2022 1 114 $255K
2023 1 95 $388K
2024 1 119 $498K

Nearby ESOP Plans in Massachusetts

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

Donnelly Service Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -2000200400600800 Total assets ($M) Participants Donnelly Service Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 0.498477 · Participants: 119Donnelly Service Group, Inc. Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 729.34706 · Participants: 1684Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 367.792322 · Participants: 139The Gillette Company Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 253.372727 · Participants: 445First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanDavid Clark Employee Stock Ownership Plan, Total assets ($M): 182.6375 · Participants: 236David Clark Employee Stock Ownership PlanNew England Biolabs, Inc. Non-Voting Stock Ownership Plan, Total assets ($M): 162.974294 · Participants: 424New England Biolabs, Inc. Non-Voting Stock Ownership Plan
Donnelly Service Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Donnelly Service Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Donnelly Service Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Central-State Bancorp, Inc Employee Stock Ownership Plan in MI ($498K); by covered participants it is Jones-Hamilton Co. Employee Stock Ownership Plan in OH (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Donnelly Service Group, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Donnelly Service Group, Inc. Employee Stock Ownership Plan grew sharply - up 28.5% during 2024, from $388K to $498K. Reported net income was $89K.
How have Donnelly Service Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Donnelly Service Group, Inc.'s sponsor-wide assets grew 95.5%, from $255K to $498K.
Where does Donnelly Service Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Donnelly Service Group, Inc. Employee Stock Ownership Plan ranks in the 18th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Donnelly Service Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Central-State Bancorp, Inc Employee Stock Ownership Plan in MI ($498K, 95 participants).
Which ESOP plans cover a similar participant headcount to Donnelly Service Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Jones-Hamilton Co. Employee Stock Ownership Plan in OH (119 participants, $149M 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 043257145.

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.