ESOP · DOL Form 5500 · 2022

The Marshall Financial Group, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
19
Participants Small participant base
53rd
Percentile by assets National rank
$298,098
Avg per participant High balance/head
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Official DOL plan name: Marshall Financial Group, Inc. Employee Stock Ownership Plan · Sponsored by The Marshall Financial Group, Inc. · Pennsylvania · Finance & Insurance

$6M in assets, 19 participants

The Marshall Financial Group, Inc.'s Marshall Financial Group, Inc. Employee Stock Ownership Plan reported $6M in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,448 in Finance & Insurance (9,261 peers)

The Marshall Financial Group, Inc. multi-year trail

The Marshall Financial Group, Inc.'s plans moved +77.6% in assets from 2022 to 2024; this filing shows Marshall Financial Group, Inc. Employee Stock Ownership Plan at $6M / 19 participants.

#3,448
in Finance & Insurance (9,261 peers)
+13.9%
assets growth YoY

Marshall Financial Group, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Marshall Financial Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,663,865 Top 47% higher than 53% of 139,123 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 2022

Marshall Financial Group, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marshall Financial Group, Inc. Employee Stock Ownership Plan is a small filing (19 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 232169141 · The Marshall Financial Group, Inc. PY 2022 · ESOP

Marshall Financial Group, Inc. Employee Stock Ownership Plan · $6M · 19 · 53rd

  • BOY $6M
  • SCH 19
  • EBSA 53rd
  • PART ESOP
  • TYPE near United Bancorp,Inc. of Martins Ferry Ohio ESOP Plan
  • NET ind #3448

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 Pennsylvania →

Marshall Financial Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Sanibel Captiva Holdings, Inc. Employee Stock Ownership PlanSanibel Captiva Holdings, In…$6MMarshall Financial Group, Inc. Employee Stock Ownership PlanMarshall Financial Group, In…$6MUnited Bancorp,Inc. of Martins Ferry Ohio ESOP PlanUnited Bancorp,Inc. of Marti…$6MThe Bank of Elk River Employee Stock Ownership Plan and TrustThe Bank of Elk River Employ…$6MS.M. Osgood Company Employee Stock Ownership Plan and TrustS.M. Osgood Company Employee…$6M
End-of-year total assets ($M) among Marshall Financial Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

The Marshall Financial Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Marshall Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 77.60817039247934% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.66M $10.1M ▲ +77.7%
Year Plans Participants Total Assets
2022 1 19 $6M
2023 1 19 $7M
2024 1 21 $10M

The Marshall Financial Group, Inc. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income$927K
Employer EIN232169141
Plan Effective Date2017-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Marshall Financial Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Marshall Financial Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.005663865 · Participants: 19Marshall Financial Group, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporation Employee Stock Ownership Plan and TrustNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, Inc. Employee Stock Ownership Plan
Marshall Financial Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Marshall Financial Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is United Bancorp,Inc. of Martins Ferry Ohio ESOP Plan in OH ($6M); by covered participants it is N-Link Corporation Employee Stock Ownership Plan in OR (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Marshall Financial Group, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Marshall Financial Group, Inc. Employee Stock Ownership Plan grew at a solid clip - up 13.9% during 2022, from $5M to $6M. Reported net income was $927K.
How have The Marshall Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Marshall Financial Group, Inc.'s sponsor-wide assets grew 77.6%, from $6M to $10M.
Which ESOP plans are similar in size to Marshall Financial Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is United Bancorp,Inc. of Martins Ferry Ohio ESOP Plan in OH ($6M, 98 participants).
Which ESOP plans cover a similar participant headcount to Marshall Financial Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is N-Link Corporation Employee Stock Ownership Plan in OR (19 participants, $730K in assets).

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 232169141.

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.