ESOP · DOL Form 5500 · 2022

Bfz Holdings Group Inc. ESOP

Data updated 2026-08-11

$4M
Total assets
N/A
Participants
44th
Percentile by assets
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Official DOL plan name: Marc USA, Inc. Employee Stock Ownership Plan · Sponsored by Bfz Holdings Group Inc. · Pennsylvania · Professional & Technical Services

$4M in assets, N/A participants

Bfz Holdings Group Inc.'s Marc USA, Inc. Employee Stock Ownership Plan reported $4M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • 44th percentile by assets (of 139,126 plans)
  • #8,915 in Professional & Technical Services (21,562 peers)

Bfz Holdings Group Inc. multi-year trail

Bfz Holdings Group Inc.'s plans moved -28.9% in assets from 2022 to 2024; this filing shows Marc USA, Inc. Employee Stock Ownership Plan at $4M / N/A participants.

$4M
total plan assets (2022 EOY)
N/A
covered participants
44th
percentile by assets (of 139,126 plans)
-30.6%
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.

Where Marc USA, Inc. Employee Stock Ownership Plan sits by total assets

Marc USA, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,600,131 44th percentile higher than 44% of 139,123 filed plans

This plan $0 $2,010,000,000 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 2022

State
Pennsylvania
Industry
Professional & Technical Services

Bfz Holdings Group Inc. across 3 plan years on file

Across the 3 plan years Bfz Holdings Group Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $4M to $3M, a decline of 28.9%. Peak year by sponsor assets: 2022 ($4M); trough: 2023 ($2M).

Bfz Holdings Group Inc. multi-year asset trail

$2M$2.5M$3M$3.5M$4M 202220232024 $3.6M $2.56M ▼ -28.9%
Total plan assets by year, all Bfz Holdings Group Inc. plans on file
Year Plans Participants Total Assets
2022 1 N/A $4M
2023 1 N/A $2M
2024 1 N/A $3M

Bfz Holdings Group Inc. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$2M
Employer EIN522047540
Plan Effective Date1983-02-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Marc USA, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Marc USA, Inc. Emplo…, Total assets ($B): 0.003600131 · Participants: 0Marc USA, Inc. Emplo…Wawa, Inc. Employee …, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee …Bradford White Corpo…, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corpo…Sheetz, Inc. Employe…, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employe…Centimark Corporatio…, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporatio…Newage Industries, I…, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, I…
Marc USA, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Marc USA, Inc. Employee Stock Ownership … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

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

Frequently Asked Questions

How did Marc USA, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Marc USA, Inc. Employee Stock Ownership Plan contracted severely - down 30.6% during 2022, from $5M to $4M. Reported net income was -$2M.
How have Bfz Holdings Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bfz Holdings Group Inc.'s sponsor-wide assets declined 28.9%, from $4M to $3M.
Which ESOP plans are similar in size to Marc USA, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is R.G. Miller Engineers, Inc. Employee Stock Ownership Plan in TX ($4M, N/A participants).

Next read for Marc USA, Inc. Employee Stock Ownership …

Multi-year trail

Ways to act on Marc USA, Inc. Employee Stock Ownership Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 522047540.

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.