ESOP · DOL Form 5500 · 2024

Mcdermott-Costa Co., Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets: N/A
Participants Small participant base: 27th
Percentile by assets National rank

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Official DOL plan name: Mcdermott-Costa Co., Inc. Employee Stock Ownership Plan and Trust · Sponsored by Mcdermott-Costa Co., Inc. · California · Finance & Insurance

$2M in assets, N/A participants

Mcdermott-Costa Co., Inc.'s Mcdermott-Costa Co., Inc. Employee Stock Ownership Plan and Trust reported $2M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

#1,413 in Finance & Insurance (8,549 peers)

Mcdermott-Costa Co., Inc. multi-year trail

Mcdermott-Costa Co., Inc.'s plans moved -15.6% in assets from 2022 to 2024; this filing shows Mcdermott-Costa Co., Inc. Employee Stock Ownership Plan and Trust at $2M / N/A participants.

#1,413
in Finance & Insurance (8,549 peers): -22.4%
assets change YoY

The plan reported a net loss of $451K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mcdermott-Costa Co., Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Mcdermott-Costa Co., Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$1,562,312 27th percentile higher than 27% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Mcdermott-Costa Co., Inc. Employee Stock Ownership Plan and Trust reported net income fell from $163K in the plan year 2023 filing to -$451K in the plan year 2024 filing.
Mcdermott-Costa Co., Inc. Employee Stock Ownership Plan and Trust reported participants fell from 31 in the plan year 2023 filing to N/A in the plan year 2024 filing.
Mcdermott-Costa Co., Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 941375883 · Mcdermott-Costa Co., Inc. PY 2024 · ESOP

Mcdermott-Costa Co., Inc. Employee Stock Ownership Plan and Trust · $2M · N/A · 27th

EBSA $2M
PART N/A
TYPE 27th
NET ESOP
BOOK near Cherokee Instruments Inc Employee Stock Ownership Plan
VS-ST ind #1413

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 →

End-of-year total assets ($M) among Mcdermott-Costa Co., Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Mcdermott-Costa Co., Inc. multi-year asset trail

Latest sponsor-wide plan assets: $2M 15.56088103974494% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	29	$2M
2023	1	31	$2M
2024	1	N/A	$2M

Mcdermott-Costa Co., Inc. filing trail (2024)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	-$451K
Employer EIN	941375883
Plan Effective Date	2003-10-01
Filing Status	FILING RECEIVED

Nearby ESOP Plans in California

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

Mcdermott-Costa Co., Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants

Parsons Employee Stock Ownership Plan $5.0B · 8,040
Acco Employee Stock Ownership Plan $1.7B · 1,499
Rosendin Electric, Inc. Employee Stock Ownership Plan $1.5B · 1,998
Ecc Employee Stock Ownership Plan $632M · 317
Agron, Inc. Employee Stock Ownership Plan $596M · 68

Compare Mcdermott-Costa Co., Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Mcdermott-Costa Co., Inc. Employee Stock Ownership Plan and Trust's closest out-of-state ESOP peers by assets

Outside California, the nearest ESOP by end-of-year assets is Cherokee Instruments Inc Employee Stock Ownership Plan in NC at $2M (this filing: $2M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Cherokee Instruments Inc Employee Stock Ownership Plan (NC) $2M · 20
Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust (OH) $2M · 25
Alaskan Brewing & Bottling Co. Employee Stock Ownership Plan (AK) $2M · 67
The Dude Abides Employee Stock Ownership Plan (TN) $2M · 230

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 Mcdermott-Costa Co., Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼

Mcdermott-Costa Co., Inc. Employee Stock Ownership Plan and Trust declined sharply - down 22.4% during 2024, from $2M to $2M. Reported net income was -$451K.

How have Mcdermott-Costa Co., Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Mcdermott-Costa Co., Inc.'s sponsor-wide assets declined 15.6%, from $2M to $2M.

Which ESOP plans are similar in size to Mcdermott-Costa Co., Inc. Employee Stock Ownership Plan and Trust? ▼

Among ESOP plans in other states, the closest by assets is Cherokee Instruments Inc Employee Stock Ownership Plan in NC ($2M, 20 participants).

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 941375883.