ESOP · DOL Form 5500 · 2022

Mtb Gear, Inc. ESOP

Data updated 2026-08-25

$875K
Total assets Small plan by assets
20
Participants Small participant base
24th
Percentile by assets National rank
$43,733
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Bicycle Warehouse Employee Stock Ownership Plan and Trust · Sponsored by Mtb Gear, Inc. · California · Retail Trade

$875K in assets, 20 participants

Mtb Gear, Inc.'s Bicycle Warehouse Employee Stock Ownership Plan and Trust reported $875K in total assets and 20 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,198 in Retail Trade (9,519 peers)

2022 asset change

Bicycle Warehouse Employee Stock Ownership Plan and Trust declined sharply 17.1% in 2022 ($1M → $875K) for 20 participants.

#3,198
in Retail Trade (9,519 peers)
-17.1%
assets change YoY

The plan reported a net loss of $180K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bicycle Warehouse Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Bicycle Warehouse Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$874,663 24th percentile higher than 24% 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

Bicycle Warehouse 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. Bicycle Warehouse Employee Stock Ownership Plan and Trust is a small filing (20 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 330592976 · Mtb Gear, Inc. PY 2022 · ESOP

Bicycle Warehouse Employee Stock Ownership Plan and Trust · $875K · 20 · 24th

  • EOY $875K
  • 5500 20
  • ASSETS 24th
  • PCT ESOP
  • EIN near Semple Brown Design, P. C. Employee Stock Ownership Plan
  • RANK ind #3198

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 →

Bicycle Warehouse Employee Stock Ownership Plan and Trust in the asset neighbourhood

Tab Computer Systems, Inc. Employee Stock Ownership PlanTab Computer Systems, Inc. E…$880KFarmers Bancshares, Inc. Employee Stock Ownership PlanFarmers Bancshares, Inc. Emp…$881KBicycle Warehouse Employee Stock Ownership Plan and TrustBicycle Warehouse Employee S…$875KSemple Brown Design, P. C. Employee Stock Ownership PlanSemple Brown Design, P. C. E…$873KHosss Steak and Sea House, Inc. Employee Stock Ownership PlanHosss Steak and Sea House, I…$871K
End-of-year total assets ($M) among Bicycle Warehouse Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$875K
Net Income-$180K
Employer EIN330592976
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Bicycle Warehouse Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Bicycle Warehouse Employee Stock Ownership Plan and Trust, Total assets ($B): 0.000874663 · Participants: 20Bicycle Warehouse Employee Stock Ownership Plan and TrustParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Bicycle Warehouse Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants
Compare Bicycle Warehouse Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Bicycle Warehouse Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Semple Brown Design, P. C. Employee Stock Ownership Plan in CO ($873K); by covered participants it is Mckenzie Supply Company Employee Stock Ownership Plan in NC (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Bicycle Warehouse Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Bicycle Warehouse Employee Stock Ownership Plan and Trust declined sharply - down 17.1% during 2022, from $1M to $875K. Reported net income was -$180K.
Where does Bicycle Warehouse Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Bicycle Warehouse Employee Stock Ownership Plan and Trust ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Bicycle Warehouse Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Semple Brown Design, P. C. Employee Stock Ownership Plan in CO ($873K, 28 participants).
Which ESOP plans cover a similar participant headcount to Bicycle Warehouse Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Mckenzie Supply Company Employee Stock Ownership Plan in NC (20 participants, $4M 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 330592976.

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.