ESOP · DOL Form 5500 · 2022
Marx/Okubo Associates, Ltd. ESOP
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 150
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $171,678
- Avg per participant Above avg balance/head
Official DOL plan name: Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan · Sponsored by Marx/Okubo Associates, Ltd. · Colorado · Professional & Technical Services
$26M in assets, 150 participants
Marx/Okubo Associates, Ltd.'s Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan reported $26M in total assets and 150 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.
- #17,560 in Professional & Technical Services (21,562 peers)
Coverage in Colorado
Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan covers 150 participants in Colorado, about 40% of the average Colorado filer (state average ~376 per filing). Assets: $26M.
- #17,560
- in Professional & Technical Services (21,562 peers)
- +10.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan's outsized position by total assets
Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$25,751,725 Top 19% higher than 81% 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
Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan sits mid-pack in the medium band (150 participants).
Published 5500 schedule card
Filing strip 840887811 · Marx/Okubo Associates, Ltd. PY 2022 · ESOP
Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan · $26M · 150 · 81st
- NET $26M
- BOOK 150
- VS-ST 81st
- BOY ESOP
- SCH near Larusso Concrete, Inc Employee Stock Ownership Plan and Trust
- EBSA ind #17560
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 Colorado →
Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan in the asset neighbourhood
Colorado filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $605K |
| Employer EIN | 840887811 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Marx/Okubo Associates, Ltd.)
Sponsor-wide plan assets over time
All Marx/Okubo Associates, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $64M 24.48314911679732% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 357 | $52M |
| 2023 | 2 | 418 | $57M |
| 2024 | 2 | 420 | $64M |
Nearby ESOP Plans in Colorado
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Alpine Lumber Company Employee Stock Ownership Plan $286M · 597
- Brown Strauss, Inc. Employee Stock Ownership Plan $233M · 206
- Trinidad Benham Corp. Employee Stock Ownership Plan $218M · 1,013
- Envision Management Holding, Inc. Employee Stock Ownership Plan $171M · 932
- Catamount Constructors, Inc. Employee Stock Ownership Plan $112M · 181
Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Colorado, the nearest ESOP by assets is Larusso Concrete, Inc Employee Stock Ownership Plan and Trust in OR ($26M); by covered participants it is Backlund Investment Co. Employee Stock Ownership Plan and Trust in IL (150 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
Similar participant headcount
Nearest other-state filings by covered participants (150 participants); asset peers above are excluded.
- Backlund Investment Co. Employee Stock Ownership Plan and Trust (IL) 150 · 0 off
- Dvl Group, Inc. Employee Stock Ownership Plan (PA) 150 · 0 off
- Northern Habilitative Services Employee Stock Ownership Plan (MN) 150 · 0 off
- Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust (OH) 150 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.