ESOP · DOL Form 5500 · 2022

Marshall Industries, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
78
Participants Small participant base
53rd
Percentile by assets National rank
$73,710
Avg per participant Below avg balance/head
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Official DOL plan name: Marshall Industries, Inc. Employee Stock Ownership Plan · Sponsored by Marshall Industries, Inc. · Utah · Construction

$6M in assets, 78 participants

Marshall Industries, Inc.'s Marshall Industries, Inc. Employee Stock Ownership Plan reported $6M in total assets and 78 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #5,251 in Construction (9,927 peers)

Marshall Industries, Inc. multi-year trail

Marshall Industries, Inc.'s plans moved +23.8% in assets from 2022 to 2024; this filing shows Marshall Industries, Inc. Employee Stock Ownership Plan at $6M / 78 participants.

#5,251
in Construction (9,927 peers)
-14.5%
assets change YoY

The plan reported a net loss of $977K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Marshall Industries, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Marshall Industries, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,749,401 Top 47% higher than 53% 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 Industries, 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. Marshall Industries, Inc. Employee Stock Ownership Plan is a small filing (78 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 870310328 · Marshall Industries, Inc. PY 2022 · ESOP

Marshall Industries, Inc. Employee Stock Ownership Plan · $6M · 78 · 53rd

  • ASSETS $6M
  • ASSETS 78
  • ASSETS 53rd
  • ASSETS ESOP
  • ASSETS near Turelk, Inc. Employee Stock Ownership Plan
  • ASSETS ind #5251

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 Utah →

Marshall Industries, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Marshall Industries, Inc. Employee Stock Ownership PlanMarshall Industries, Inc. Em…$6MTurelk, Inc. Employee Stock Ownership PlanTurelk, Inc. Employee Stock …$6MEmpire Valuation Consultants Employee Stock Ownership PlanEmpire Valuation Consultants…$6MCoast Companies, Inc. Employee Stock Ownership PlanCoast Companies, Inc. Employ…$6MMid-Atlantic Door Group, Inc Employee Stock Ownership PlanMid-Atlantic Door Group, Inc…$6M
End-of-year total assets ($M) among Marshall Industries, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Marshall Industries, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Marshall Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 23.783955928626305% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.75M $7.12M ▲ +23.8%
Year Plans Participants Total Assets
2022 2 78 $6M
2023 1 77 $6M
2024 1 66 $7M

Marshall Industries, Inc. filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$977K
Employer EIN870310328
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Utah

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

Marshall Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants Scatter plot of 6 data points. 0200400600800 050100150 Total assets ($M) Participants Marshall Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 5.749401 · Participants: 78Marshall Industries, Inc. Employee Stock Ownership PlanFj Management Inc. Employee Stock Ownership Plan, Total assets ($M): 100.217205 · Participants: 33Fj Management Inc. Employee Stock Ownership PlanJacobsen Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 97.600451 · Participants: 492Jacobsen Construction Company, Inc. Employee Stock Ownership PlanRocky Mountain Atv, Inc. Employee Stock Ownership Plan, Total assets ($M): 78.504943 · Participants: 473Rocky Mountain Atv, Inc. Employee Stock Ownership PlanWhitaker Construction Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 60.628689 · Participants: 650Whitaker Construction Co., Inc. Employee Stock Ownership PlanCentral Milling Employee Stock Ownership Plan and Trust, Total assets ($M): 32.233096 · Participants: 108Central Milling Employee Stock Ownership Plan and Trust
Marshall Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants
Compare Marshall Industries, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Utah, the nearest ESOP by assets is Turelk, Inc. Employee Stock Ownership Plan in CA ($6M); by covered participants it is Busch Products, Inc. Employee Stock Ownership Plan in NY (78 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (78 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 Marshall Industries, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Marshall Industries, Inc. Employee Stock Ownership Plan pulled back noticeably - down 14.5% during 2022, from $7M to $6M. Reported net income was -$977K.
How have Marshall Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marshall Industries, Inc.'s sponsor-wide assets grew 23.8%, from $6M to $7M.
Which ESOP plans are similar in size to Marshall Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Turelk, Inc. Employee Stock Ownership Plan in CA ($6M, 96 participants).
Which ESOP plans cover a similar participant headcount to Marshall Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Busch Products, Inc. Employee Stock Ownership Plan in NY (78 participants, $3M 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 870310328.

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.