ESOP · DOL Form 5500 · 2022
Marts & Lundy, Inc. ESOP
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 49
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $77,146
- Avg per participant Below avg balance/head
Official DOL plan name: Marts & Lundy, Inc. Employee Stock Ownership Plan · Sponsored by Marts & Lundy, Inc. · New Jersey · Professional & Technical Services
$4M in assets, 49 participants
Marts & Lundy, Inc.'s Marts & Lundy, Inc. Employee Stock Ownership Plan reported $4M in total assets and 49 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.
- #9,139 in Professional & Technical Services (21,562 peers)
Marts & Lundy, Inc. multi-year trail
Marts & Lundy, Inc.'s plans moved +40.6% in assets from 2022 to 2024; this filing shows Marts & Lundy, Inc. Employee Stock Ownership Plan at $4M / 49 participants.
- #9,139
- in Professional & Technical Services (21,562 peers)
- -20.4%
- assets change YoY
The plan reported a net loss of $970K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Marts & Lundy, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers
Marts & Lundy, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,780,130 45th percentile higher than 45% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Marts & Lundy, 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. Marts & Lundy, Inc. Employee Stock Ownership Plan is a small filing (49 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 222328092 · Marts & Lundy, Inc. PY 2022 · ESOP
Marts & Lundy, Inc. Employee Stock Ownership Plan · $4M · 49 · 45th
- EIN $4M
- RANK 49
- PHOTO 45th
- IND ESOP
- EOY near Mazzetti, Inc. Employee Stock Ownership Plan & Trust
- 5500 ind #9139
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 Jersey →
Marts & Lundy, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Marts & Lundy, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Marts & Lundy, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 40.63385724426777% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 90 | $14M |
| 2023 | 2 | 77 | $18M |
| 2024 | 2 | 68 | $20M |
Marts & Lundy, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$970K |
| Employer EIN | 222328092 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in New Jersey
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Johnson and Johnson Retirement Savings Plan $511M · 3,858
- Okonite Company Employees Stock Ownership Plan $376M · 1,111
- Mathematica Group Holding Inc. Employee Stock Ownership Plan $303M · 1,383
- Conair LLC Savings and Investment Plan $299M · 1,131
- Investors Bank Amended and Restated Employee Stock Ownership Plan $127M · 1,287
Marts & Lundy, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside New Jersey, the nearest ESOP by assets is Mazzetti, Inc. Employee Stock Ownership Plan & Trust in CA ($4M); by covered participants it is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (49 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (49 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.