ESOP · DOL Form 5500 · 2022

Mbi Direct Mail, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
50
Participants Small participant base
47th
Percentile by assets National rank
$83,465
Avg per participant Below avg balance/head
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Official DOL plan name: Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Mbi Direct Mail, Inc. · Florida · Manufacturing

$4M in assets, 50 participants

Mbi Direct Mail, Inc.'s Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust reported $4M in total assets and 50 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #6,217 in Manufacturing (20,602 peers)

Mbi Direct Mail, Inc. multi-year trail

Mbi Direct Mail, Inc.'s plans moved +366.9% in assets from 2022 to 2024; this filing shows Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust at $4M / 50 participants.

#6,217
in Manufacturing (20,602 peers)
+4.9%
assets growth YoY

Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Manufacturing and all filers

Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$4,173,231 47th percentile higher than 47% 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

Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust is a small filing (50 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 592944301 · Mbi Direct Mail, Inc. PY 2022 · ESOP

Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust · $4M · 50 · 47th

  • EIN $4M
  • RANK 50
  • PHOTO 47th
  • IND ESOP
  • EOY near Spectral Sciences, Inc. Employee Stock Ownership Plan
  • 5500 ind #6217

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 Florida →

Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Mckenzie Supply Company Employee Stock Ownership PlanMckenzie Supply Company Empl…$4MThe Howard Company, Inc. Employee Stock Ownership PlanThe Howard Company, Inc. Emp…$4MMbi Direct Mail, Inc. Employee Stock Ownership Plan and TrustMbi Direct Mail, Inc. Employ…$4MSpectral Sciences, Inc. Employee Stock Ownership PlanSpectral Sciences, Inc. Empl…$4MIntrust It Employee Stock Ownership PlanIntrust It Employee Stock Ow…$4M
End-of-year total assets ($M) among Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Mbi Direct Mail, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mbi Direct Mail, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 366.8956978417921% vs 2022
2024 filing year
$0M$5M$10M$15M$20M$25M 202220232024 $4.17M $19.5M ▲ +367.1%
Year Plans Participants Total Assets
2022 1 50 $4M
2023 1 47 $11M
2024 1 44 $19M

Mbi Direct Mail, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$2M
Net Income$405K
Employer EIN592944301
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.004173231 · Participants: 50Mbi Direct Mail, Inc. Employee Stock Ownership Plan and TrustPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.726925474 · Participants: 142486Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.661618269 · Participants: 14200Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.425498726 · Participants: 6258Thirty Fifteen Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.309502065 · Participants: 465Rsr Employee Stock Ownership PlanTeam Horner Employee Stock Ownership Plan, Total assets ($B): 0.217088578 · Participants: 448Team Horner Employee Stock Ownership Plan
Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Florida, assets vs. participants
Compare Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Spectral Sciences, Inc. Employee Stock Ownership Plan in MA ($4M); by covered participants it is Crafts, Inc. Employee Stock Ownership Plan in WI (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 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 Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust edged up modestly - up 4.9% during 2022, from $4M to $4M. Reported net income was $405K.
How have Mbi Direct Mail, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mbi Direct Mail, Inc.'s sponsor-wide assets grew 366.9%, from $4M to $19M.
Which ESOP plans are similar in size to Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Spectral Sciences, Inc. Employee Stock Ownership Plan in MA ($4M, 43 participants).
Which ESOP plans cover a similar participant headcount to Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Crafts, Inc. Employee Stock Ownership Plan in WI (50 participants, $2M 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 592944301.

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.