ESOP · DOL Form 5500 · 2024
Normandeau Associates, Inc. ESOP
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 98
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $46,493
- Avg per participant Low balance/head
Official DOL plan name: Normandeau Associates, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Normandeau Associates, Inc. · New Hampshire · Professional & Technical Services
$5M in assets, 98 participants
Normandeau Associates, Inc.'s Normandeau Associates, Inc. Employee Stock Ownership Plan and Trust reported $5M in total assets and 98 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- #7,606 in Professional & Technical Services (20,173 peers)
2024 asset change
Normandeau Associates, Inc. Employee Stock Ownership Plan and Trust contracted severely 34.2% in 2024 ($7M → $5M) for 98 participants.
- #7,606
- in Professional & Technical Services (20,173 peers)
- -34.2%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Normandeau Associates, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers
Normandeau Associates, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,556,274 40th percentile higher than 40% 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
Normandeau Associates, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Normandeau Associates, Inc. Employee Stock Ownership Plan and Trust is a small filing (98 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Normandeau Associates, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $116K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Normandeau Associates, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Normandeau Associates, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 101 in the plan year 2023 filing to 98 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 020373462 · Normandeau Associates, Inc. PY 2024 · ESOP
Normandeau Associates, Inc. Employee Stock Ownership Plan and Trust · $5M · 98 · 40th
- RANK $5M
- PHOTO 98
- IND 40th
- EOY ESOP
- 5500 near Highland Engineering Inc Employee Stock Ownership
- ASSETS ind #7606
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 New Hampshire →
Normandeau Associates, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood
Normandeau Associates, Inc. years around the 2024 move
Sponsor-wide plan assets over time
All Normandeau Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 8.039711342803955% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 217 | $41M |
| 2023 | 2 | 215 | $43M |
| 2024 | 2 | 216 | $38M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$2M |
| Employer EIN | 020373462 |
| Plan Effective Date | 2000-06-30 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in New Hampshire
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Hypertherm Associate Stock Ownership Plan $1.1B · 1,481
- New England Wire Technologies Corp. Employee Stock Ownership Plan $74M · 437
- 1a Auto, Inc. Employee Stock Ownership Plan $35M · 280
- Geokon Employee Stock Ownership Plan $32M · 154
- New Hampshire Boring, Inc. Employee Stock Ownership Plan $29M · 58
Normandeau Associates, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside New Hampshire, the nearest ESOP by assets is Highland Engineering Inc Employee Stock Ownership in MI ($5M); by covered participants it is First State Bank & Trust Employee Stock Ownership Plan and Trust in KS (98 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (98 participants); asset peers above are excluded.
- First State Bank & Trust Employee Stock Ownership Plan and Trust (KS) 98 · 0 off
- The Shamrock Companies, Inc. Employee Stock Ownership Plan (OH) 98 · 0 off
- Cepeda Associates, Inc. Employee Stock Ownership Plan (KY) 98 · 0 off
- Integrated Technologies Group, Inc. Employee Stock Ownership Plan (CA) 98 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.