ESOP · DOL Form 5500 · 2022

Menlo Acquisition Corporation ESOP

Data updated 2026-08-25

$16M
Total assets Small plan by assets
82
Participants Small participant base
74th
Percentile by assets National rank
$194,199
Avg per participant Above avg balance/head
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Official DOL plan name: Menlo Acquisition Corporation Employee Stock Ownership Plan · Sponsored by Menlo Acquisition Corporation · New Jersey · Professional & Technical Services

$16M in assets, 82 participants

Menlo Acquisition Corporation's Menlo Acquisition Corporation Employee Stock Ownership Plan reported $16M in total assets and 82 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #15,796 in Professional & Technical Services (21,562 peers)

2022 asset change

Menlo Acquisition Corporation Employee Stock Ownership Plan declined sharply 16.1% in 2022 ($19M → $16M) for 82 participants.

#15,796
in Professional & Technical Services (21,562 peers)
-16.1%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Menlo Acquisition Corporation Employee Stock Ownership Plan's outsized position by total assets

Menlo Acquisition Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$15,924,344 Top 26% higher than 74% 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

Menlo Acquisition Corporation 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. Menlo Acquisition Corporation Employee Stock Ownership Plan is a small filing (82 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 770332937 · Menlo Acquisition Corporation PY 2022 · ESOP

Menlo Acquisition Corporation Employee Stock Ownership Plan · $16M · 82 · 74th

  • EOY $16M
  • EOY 82
  • EOY 74th
  • EOY ESOP
  • EOY near Votaw Electric, Inc., Employee Stock Ownership Plan
  • EOY ind #15796

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 →

Menlo Acquisition Corporation Employee Stock Ownership Plan in the asset neighbourhood

Cornerstone Benefits, Inc. Employee Stock Ownership PlanCornerstone Benefits, Inc. E…$16MMenlo Acquisition Corporation Employee Stock Ownership PlanMenlo Acquisition Corporatio…$16MVotaw Electric, Inc., Employee Stock Ownership PlanVotaw Electric, Inc., Employ…$16MOlson Precast Company Employee Stock Ownership PlanOlson Precast Company Employ…$16MWestland Resources, Inc. Employee Stock Ownership PlanWestland Resources, Inc. Emp…$16M
End-of-year total assets ($M) among Menlo Acquisition Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Menlo Acquisition Corporation years around the 2022 move

Sponsor-wide plan assets over time

All Menlo Acquisition Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$16M 3.09127333596913% vs 2022
2024 filing year
$15.5M$16M$16.5M 202220232024 $15.9M $16.4M ▲ +3.1%
Year Plans Participants Total Assets
2022 1 82 $16M
2023 1 73 $16M
2024 1 71 $16M

2022 asset-move particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$16M
Net Income-$3M
Employer EIN770332937
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New Jersey

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

Menlo Acquisition Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants Menlo Acquisition Corporation Employee Stock Ownership Plan, Total assets ($M): 15.924344 · Participants: 82Menlo Acquisition Corporation Employee Stock Ownership PlanJohnson and Johnson Retirement Savings Plan, Total assets ($M): 511.419208 · Participants: 3858Johnson and Johnson Retirement Savings PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 375.8 · Participants: 1111Okonite Company Employees Stock Ownership PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 303.370516 · Participants: 1383Mathematica Group Holding Inc. Employee Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 298.596718 · Participants: 1131Conair LLC Savings and Investment PlanInvestors Bank Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 126.859258 · Participants: 1287Investors Bank Amended and Restated Employee Stock Ownership Plan
Menlo Acquisition Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare Menlo Acquisition Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Menlo Acquisition Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New Jersey, the nearest ESOP by assets is Votaw Electric, Inc., Employee Stock Ownership Plan in IN ($16M); by covered participants it is Cox & Company, Inc. Stock Bonus Plan and Employee Stock Ownership Plan in NY (82 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (82 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 Menlo Acquisition Corporation Employee Stock Ownership Plan assets move in 2022? ▼
Menlo Acquisition Corporation Employee Stock Ownership Plan declined sharply - down 16.1% during 2022, from $19M to $16M. Reported net income was -$3M.
How have Menlo Acquisition Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Menlo Acquisition Corporation's sponsor-wide assets grew 3.1%, from $16M to $16M.
Which ESOP plans are similar in size to Menlo Acquisition Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Votaw Electric, Inc., Employee Stock Ownership Plan in IN ($16M, 113 participants).
Which ESOP plans cover a similar participant headcount to Menlo Acquisition Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cox & Company, Inc. Stock Bonus Plan and Employee Stock Ownership Plan in NY (82 participants, N/A 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 770332937.

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.