ESOP · DOL Form 5500 · 2022

Markey's Audio Visual Inc. ESOP

Data updated 2026-08-25

$43M
Total assets Below avg plan size
153
Participants Small participant base
87th
Percentile by assets National rank
$279,704
Avg per participant High balance/head
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Official DOL plan name: Markey's Audio/Visual Employee Stock Ownership Plan · Sponsored by Markey's Audio Visual Inc. · Indiana · Construction

$43M in assets, 153 participants

Markey's Audio Visual Inc.'s Markey's Audio/Visual Employee Stock Ownership Plan reported $43M in total assets and 153 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #8,441 in Construction (9,927 peers)

Coverage in Indiana

Markey's Audio/Visual Employee Stock Ownership Plan covers 153 participants in Indiana, about 28% of the average Indiana filer (state average ~541 per filing). Assets: $43M.

#8,441
in Construction (9,927 peers)
+38.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Markey's Audio/Visual Employee Stock Ownership Plan's outsized position by total assets

Markey's Audio/Visual Employee Stock Ownership Plan vs every filed plan by assets

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

$42,794,672 Top 13% higher than 87% 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

Markey's Audio/Visual 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. Markey's Audio/Visual Employee Stock Ownership Plan sits mid-pack in the medium band (153 participants).

Published 5500 schedule card

Filing strip 351467871 · Markey's Audio Visual Inc. PY 2022 · ESOP

Markey's Audio/Visual Employee Stock Ownership Plan · $43M · 153 · 87th

  • EBSA $43M
  • EBSA 153
  • EBSA 87th
  • EBSA ESOP
  • EBSA near Kraft Fluid Systems, Inc. Employee Stock Ownership Plan and Trust
  • EBSA ind #8441

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 Indiana →

Markey's Audio/Visual Employee Stock Ownership Plan in the asset neighbourhood

Boston, Inc. Employee Stock Ownership PlanBoston, Inc. Employee Stock …$43MFlynn Burner Corporation Employee Stock Ownership Plan & TrustFlynn Burner Corporation Emp…$43MMarkey's Audio/Visual Employee Stock Ownership PlanMarkey's Audio/Visual Employ…$43MKraft Fluid Systems, Inc. Employee Stock Ownership Plan and TrustKraft Fluid Systems, Inc. Em…$43MFirst Citizens National Bank Employee Stock Ownership Plan and TrustFirst Citizens National Bank…$43M
End-of-year total assets ($M) among Markey's Audio/Visual Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$40M
Net Income$12M
Employer EIN351467871
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Markey's Audio Visual Inc.)

Sponsor-wide plan assets over time

All Markey's Audio Visual Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$106M 80.40222510777126% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $58.6M $106M ▲ +80.4%
Year Plans Participants Total Assets
2022 2 339 $59M
2023 2 504 $83M
2024 2 567 $106M

Nearby ESOP Plans in Indiana

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

Markey's Audio/Visual Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.52 Total assets ($B) Participants Markey's Audio/Visual Employee Stock Ownership Plan, Total assets ($B): 0.042794672 · Participants: 153Markey's Audio/Visual Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.524085669 · Participants: 3842Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.314961737 · Participants: 467Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.309552138 · Participants: 1233Nibco Inc. Employee Stock Ownership PlanWood-Mizer Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.115298049 · Participants: 464Wood-Mizer Holdings, Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113705161 · Participants: 333Superior Industrial Solutions, Inc. Employee Stock Ownership Plan
Markey's Audio/Visual Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants

Markey's Audio/Visual Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Kraft Fluid Systems, Inc. Employee Stock Ownership Plan and Trust in OH ($43M); by covered participants it is Pro Food Systems, Inc. Employee Stock Ownership Plan in MO (153 participants). Same-state nearby plans are listed separately above.

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 Markey's Audio/Visual Employee Stock Ownership Plan assets move in 2022?
Markey's Audio/Visual Employee Stock Ownership Plan surged - up 38.5% during 2022, from $31M to $43M. Reported net income was $12M.
How have Markey's Audio Visual Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Markey's Audio Visual Inc.'s sponsor-wide assets grew 80.4%, from $59M to $106M.
Where does Markey's Audio/Visual Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Markey's Audio/Visual Employee Stock Ownership Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Markey's Audio/Visual Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Kraft Fluid Systems, Inc. Employee Stock Ownership Plan and Trust in OH ($43M, 42 participants).
Which ESOP plans cover a similar participant headcount to Markey's Audio/Visual Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Pro Food Systems, Inc. Employee Stock Ownership Plan in MO (153 participants, $11M in assets).