ESOP · DOL Form 5500 · 2022

The Myers-Briggs Company ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
99
Participants Small participant base
59th
Percentile by assets National rank
$74,532
Avg per participant Below avg balance/head
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Official DOL plan name: The Myers-Briggs Company Employee Stock Ownership Plan and Trust · Sponsored by The Myers-Briggs Company · California · Information & Media

$7M in assets, 99 participants

The Myers-Briggs Company's The Myers-Briggs Company Employee Stock Ownership Plan and Trust reported $7M in total assets and 99 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #1,318 in Information & Media (2,911 peers)

What the 2022 filing shows

The Myers-Briggs Company Employee Stock Ownership Plan and Trust holds $7M for 99 participants - about $74,532 per participant, above the median plan by assets.

#1,318
in Information & Media (2,911 peers)
+2.3%
assets growth YoY

The Myers-Briggs Company Employee Stock Ownership Plan and Trust's mid-pack asset rank among Information & Media and all filers

The Myers-Briggs Company Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$7,378,667 Top 41% higher than 59% 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

The Myers-Briggs Company 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. The Myers-Briggs Company Employee Stock Ownership Plan and Trust is a small filing (99 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 941337736 · The Myers-Briggs Company PY 2022 · ESOP

The Myers-Briggs Company Employee Stock Ownership Plan and Trust · $7M · 99 · 59th

  • PCT $7M
  • EIN 99
  • RANK 59th
  • PHOTO ESOP
  • IND near Palmer Engineering, Co. Employee Stock Ownership Plan & Trust Agreement
  • EOY ind #1318

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 →

The Myers-Briggs Company Employee Stock Ownership Plan and Trust in the asset neighbourhood

United Asset Strategies, Inc. Employee Stock Ownership PlanUnited Asset Strategies, Inc…$7MThe Myers-Briggs Company Employee Stock Ownership Plan and TrustThe Myers-Briggs Company Emp…$7MPalmer Engineering, Co. Employee Stock Ownership Plan & Trust AgreementPalmer Engineering, Co. Empl…$7MJeans Warehouse,Inc. Employee Stock Ownership PlanJeans Warehouse,Inc. Employe…$7MSomerset Trust Company Employee Stock Ownership PlanSomerset Trust Company Emplo…$7M
End-of-year total assets ($M) among The Myers-Briggs Company Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$196K
Employer EIN941337736
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Myers-Briggs Company)

Sponsor-wide plan assets over time

All The Myers-Briggs Company plans reported in each filing year

Latest sponsor-wide plan assets
$32M 4.495707019862731% vs 2022
2024 filing year
$32M$33M$34M$35M$36M 202220232024 $34M $32.5M ▼ -4.5%
Year Plans Participants Total Assets
2022 2 199 $34M
2023 2 223 $35M
2024 2 206 $32M

Nearby ESOP Plans in California

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

The Myers-Briggs Company 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 ($B) Participants The Myers-Briggs Company Employee Stock Ownership Plan and Trust, Total assets ($B): 0.007378667 · Participants: 99The Myers-Briggs Company 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
The Myers-Briggs Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants
Compare The Myers-Briggs Company Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

The Myers-Briggs Company Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Palmer Engineering, Co. Employee Stock Ownership Plan & Trust Agreement in KY ($7M); by covered participants it is The Motz Corporation Employee Stock Ownership Plan in OH (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 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 The Myers-Briggs Company Employee Stock Ownership Plan and Trust assets move in 2022? ▼
The Myers-Briggs Company Employee Stock Ownership Plan and Trust edged up modestly - up 2.3% during 2022, from $7M to $7M. Reported net income was $196K.
How have The Myers-Briggs Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Myers-Briggs Company's sponsor-wide assets declined 4.5%, from $34M to $32M.
Which ESOP plans are similar in size to The Myers-Briggs Company Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Palmer Engineering, Co. Employee Stock Ownership Plan & Trust Agreement in KY ($7M, 84 participants).
Which ESOP plans cover a similar participant headcount to The Myers-Briggs Company Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is The Motz Corporation Employee Stock Ownership Plan in OH (99 participants, $10M 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 941337736.

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.