ESOP · DOL Form 5500 · 2022

Marshall & Sterling Enterprises, Inc. ESOP

Data updated 2026-08-25

$176M
Total assets Near avg plan size
482
Participants Below avg headcount
95th
Percentile by assets National rank
$365,964
Avg per participant High balance/head
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Official DOL plan name: Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan · Sponsored by Marshall & Sterling Enterprises, Inc. · New York · Management of Enterprises

$176M in assets, 482 participants

Marshall & Sterling Enterprises, Inc.'s Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan reported $176M in total assets and 482 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #998 in Management of Enterprises (1,193 peers)

Where Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan sits by assets

Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $176M for 482 participants (~$365,964/participant), up 7.5% in 2022.

#998
in Management of Enterprises (1,193 peers)
+7.5%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan's outsized position by total assets

Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$176,394,447 Top 5% higher than 95% 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

Marshall & Sterling Enterprises, Inc. 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. Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (482 participants).

Published 5500 schedule card

Filing strip 141769290 · Marshall & Sterling Enterprises, Inc. PY 2022 · ESOP

Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan · $176M · 482 · 95th

  • VS-ST $176M
  • VS-ST 482
  • VS-ST 95th
  • VS-ST ESOP
  • VS-ST near St. John Holdings Employee Stock Ownership Plan and Trust
  • VS-ST ind #998

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 York →

Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Central Moloney, Inc. Salaried Employee Stock Ownership Plan and TrustCentral Moloney, Inc. Salari…$180MMcelroy Metal Mill, Inc. Employee Stock Ownership PlanMcelroy Metal Mill, Inc. Emp…$179MSt. John Holdings Employee Stock Ownership Plan and TrustSt. John Holdings Employee S…$178MMarshall & Sterling Enterprises, Inc. Employee Stock Ownership PlanMarshall & Sterling Enterpri…$176MNational Nail Corp. Employee Stock Ownership PlanNational Nail Corp. Employee…$174M
End-of-year total assets ($M) among Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$164M
Net Assets (End of Year)$151M
Net Income$12M
Employer EIN141769290
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marshall & Sterling Enterprises, Inc.)

Sponsor-wide plan assets over time

All Marshall & Sterling Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$303M 33.39556377902239% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $227M $303M ▲ +33.4%
Year Plans Participants Total Assets
2022 2 1,011 $227M
2023 2 1,021 $263M
2024 2 1,057 $303M

Nearby ESOP Plans in New York

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

Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 02004006008001000 Total assets ($M) Participants Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 176.394447 · Participants: 482Marshall & Sterling Enterprises, Inc. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 781.613108 · Participants: 3443Stewart's Shops Corp Employee Stock Ownership PlanLewis Tree Service Employee Stock Ownership Plan, Total assets ($M): 384.275596 · Participants: 3307Lewis Tree Service Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 293.053093 · Participants: 118H.C. Wainwright & Co. Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 207.331837 · Participants: 1611Greenman-Pedersen, Inc. Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 183.683651 · Participants: 3775Griffon Corporation Employee Stock Ownership Plan
Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is St. John Holdings Employee Stock Ownership Plan and Trust in PA ($178M); by covered participants it is Cobb, Fendley & Associates, Inc. Employee Stock Ownership Plan in TX (482 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 Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan grew at a solid clip - up 7.5% during 2022, from $164M to $176M. Reported net income was $12M.
How have Marshall & Sterling Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marshall & Sterling Enterprises, Inc.'s sponsor-wide assets grew 33.4%, from $227M to $303M.
Where does Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is St. John Holdings Employee Stock Ownership Plan and Trust in PA ($178M, 304 participants).
Which ESOP plans cover a similar participant headcount to Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cobb, Fendley & Associates, Inc. Employee Stock Ownership Plan in TX (482 participants, $22M 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 141769290.

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.