ESOP · DOL Form 5500 · 2022
Middleton & Company, Inc. ESOP
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 15
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $327,897
- Avg per participant High balance/head
Official DOL plan name: Middleton & Company, Inc. Employee Stock Ownership Plan · Sponsored by Middleton & Company, Inc. · Massachusetts · Other Services
$5M in assets, 15 participants
Middleton & Company, Inc.'s Middleton & Company, Inc. Employee Stock Ownership Plan reported $5M in total assets and 15 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.
- #5,805 in Other Services (8,398 peers)
Middleton & Company, Inc. multi-year trail
Middleton & Company, Inc.'s plans moved +11.2% in assets from 2022 to 2024; this filing shows Middleton & Company, Inc. Employee Stock Ownership Plan at $5M / 15 participants.
- #5,805
- in Other Services (8,398 peers)
- -30.9%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Middleton & Company, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Other Services and all filers
Middleton & Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,918,462 Top 50% higher than 50% 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
Middleton & Company, Inc. 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. Middleton & Company, Inc. Employee Stock Ownership Plan is a small filing (15 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 042941854 · Middleton & Company, Inc. PY 2022 · ESOP
Middleton & Company, Inc. Employee Stock Ownership Plan · $5M · 15 · 50th
- PART $5M
- TYPE 15
- NET 50th
- BOOK ESOP
- VS-ST near Service Station Systems, Inc. Employee Stock Ownership Plan
- BOY ind #5805
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 Massachusetts →
Middleton & Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Middleton & Company, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Middleton & Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 11.17957198815402% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $5M |
| 2023 | 1 | 12 | $5M |
| 2024 | 1 | 14 | $5M |
Middleton & Company, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$2M |
| Employer EIN | 042941854 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Massachusetts
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Consigli Building Group Employee Stock Ownership Plan $495M · 1,315
- The Gillette Company Employee Stock Ownership Plan $381M · 193
- Abt Associates Inc. Employees Stock Ownership Plan $312M · 2,426
- New England Biolabs, Inc. Voting Stock Ownership Plan $272M · 386
- Eastern Bank Employee Stock Ownership Plan $259M · 1,646
Middleton & Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Massachusetts, the nearest ESOP by assets is Service Station Systems, Inc. Employee Stock Ownership Plan in CA ($5M); by covered participants it is N-Link Corporation Employee Stock Ownership Plan in OR (15 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (15 participants); asset peers above are excluded.
- N-Link Corporation Employee Stock Ownership Plan (OR) 15 · 0 off
- Fastrack Mechanical, Inc. Employee Stock Ownership Plan (IN) 15 · 0 off
- Sf Advance Transportation Services, Inc. Employee Stock Ownership Plan and Trust (MN) 15 · 0 off
- Brockmiller Construction, Inc. Employee Stock Ownership Plan (MO) 15 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.