ESOP · DOL Form 5500 · 2024

Pennoni Associates Inc. ESOP

Data updated 2026-07-24

$129M
Total assets: 1,198
Participants: 92nd
Percentile by assets: $108,037
Avg per participant

Official DOL plan name: Pennoni Associates Inc. Employee Stock Ownership Plan · Sponsored by Pennoni Associates Inc. · Pennsylvania · Professional & Technical Services

$129M in assets, 1,198 participants

Pennoni Associates Inc.'s Pennoni Associates Inc. Employee Stock Ownership Plan reported $129M in total assets and 1,198 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

92nd percentile by assets (of 116,472 plans)

Where Pennoni Associates Inc. Employee Stock Ownership Plan sits by assets

Pennoni Associates Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $129M for 1,198 participants (~$108,037/participant), up 29.4% in 2024.

$129M
total plan assets (2024 EOY): 1,198
covered participants: 92nd
percentile by assets (of 116,472 plans): $108,037
avg assets per participant

Pennoni Associates Inc. Employee Stock Ownership Plan end-of-year assets rose from $100M in the plan year 2023 filing to $129M in the plan year 2024 filing.
Pennoni Associates Inc. Employee Stock Ownership Plan reported net income rose from $24M in the plan year 2023 filing to $29M in the plan year 2024 filing.
Pennoni Associates Inc. Employee Stock Ownership Plan reported participants rose from 1,015 in the plan year 2023 filing to 1,198 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Pennsylvania

Industry

Professional & Technical Services

Pennoni Associates Inc. Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Pennoni Associates Inc. Employee Stock Ownership Plan outranks 92% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.3x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$100M
Net Assets (End of Year)	$129M
Net Income	$29M
Employer EIN	231683429
Plan Effective Date	1994-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Pennoni Associates Inc.)

Total plan assets by year, all Pennoni Associates Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	2,169	$192M
2023	2	2,385	$243M
2024	2	2,660	$295M

Nearby ESOP Plans in Pennsylvania

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

Pennoni Associates Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants

Wawa, Inc. Employee Stock Ownership Plan $5.5B · 37,745
Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.8B · 544
Centimark Corporation Employee Stock Ownership Plan and Trust $680M · 2,444
D & H Employee Stock Ownership Plan $314M · 1,459
Newage Industries, Inc. Employee Stock Ownership Plan $296M · 264

Compare Pennoni Associates Inc. Employee Stock O… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Pennoni Associates Inc. Employee Stock Ownership Plan by total assets, not by location.

Roberts Hawaii, Inc. Employee Stock Ownership Plan (HI) $129M · 1,128
Burke, Inc. Employee Stock Ownership Plan (OH) $129M · 327
Onecompass Holdings Employee Stock Ownership Plan (OH) $128M · 295
Big Sandy Furniture, Inc. Employee Stock Ownership Plan (OH) $128M · 423

Frequently Asked Questions

How did Pennoni Associates Inc. Employee Stock Ownership Plan assets move in 2024? ▼

Pennoni Associates Inc. Employee Stock Ownership Plan grew sharply - up 29.4% during 2024, from $100M to $129M. Reported net income was $29M.

How have Pennoni Associates Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Pennoni Associates Inc.'s sponsor-wide assets grew 53.6%, from $192M to $295M.

Where does Pennoni Associates Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Pennoni Associates Inc. Employee Stock Ownership Plan ranks in the 92nd percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which ESOP plans are similar in size to Pennoni Associates Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Roberts Hawaii, Inc. Employee Stock Ownership Plan in HI ($129M, 1,128 participants).

Next read for Pennoni Associates Inc. Employee Stock O…

Scale reading

Ways to act on Pennoni Associates Inc. Employee Stock Ownership Plan's numbers.

By total assets, Pennoni Associates Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
Pennoni Associates Inc.'s sponsor-wide assets have grown 53.6% 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 231683429.

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.