ESOP · DOL Form 5500 · 2022

Martin/Brattrud, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
160
Participants Small participant base
65th
Percentile by assets National rank
$62,556
Avg per participant Low balance/head
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Official DOL plan name: Martin/Brattrud, Inc. Employee Stock Ownership Plan · Sponsored by Martin/Brattrud, Inc. · California · Manufacturing

$10M in assets, 160 participants

Martin/Brattrud, Inc.'s Martin/Brattrud, Inc. Employee Stock Ownership Plan reported $10M in total assets and 160 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #10,760 in Manufacturing (20,602 peers)

Coverage in California

Martin/Brattrud, Inc. Employee Stock Ownership Plan covers 160 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $10M.

#10,760
in Manufacturing (20,602 peers)
+14.9%
assets growth YoY

Martin/Brattrud, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Martin/Brattrud, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$10,008,906 Top 35% higher than 65% 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

Martin/Brattrud, 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. Martin/Brattrud, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (160 participants).

Plan-year Form 5500 strip

Filing strip 953134229 · Martin/Brattrud, Inc. PY 2022 · ESOP

Martin/Brattrud, Inc. Employee Stock Ownership Plan · $10M · 160 · 65th

  • RANK $10M
  • RANK 160
  • RANK 65th
  • RANK ESOP
  • RANK near Libra Industries, Inc. of Michigan Employee Stock Ownership Plan
  • RANK ind #10760

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 →

Martin/Brattrud, Inc. Employee Stock Ownership Plan in the asset neighbourhood

E.C. Styberg Engineering Company Employee Stock Ownership PlanE.C. Styberg Engineering Com…$10MClg Holding, Inc Employee Stock Ownership PlanClg Holding, Inc Employee St…$10MAgi Industries, Inc. Employee Stock Ownership PlanAgi Industries, Inc. Employe…$10MMartin/Brattrud, Inc. Employee Stock Ownership PlanMartin/Brattrud, Inc. Employ…$10MLibra Industries, Inc. of Michigan Employee Stock Ownership PlanLibra Industries, Inc. of Mi…$10M
End-of-year total assets ($M) among Martin/Brattrud, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN953134229
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Martin/Brattrud, Inc.)

Sponsor-wide plan assets over time

All Martin/Brattrud, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 8.80344199158965% vs 2022
2024 filing year
$11M$12M$13M$14M 202220232024 $12.6M $13.7M ▲ +8.8%
Year Plans Participants Total Assets
2022 2 275 $13M
2023 1 173 $11M
2024 1 163 $14M

Nearby ESOP Plans in California

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

Martin/Brattrud, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Martin/Brattrud, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.010008906 · Participants: 160Martin/Brattrud, Inc. Employee Stock Ownership PlanParsons 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
Martin/Brattrud, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Martin/Brattrud, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Martin/Brattrud, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Libra Industries, Inc. of Michigan Employee Stock Ownership Plan in MI ($10M); by covered participants it is Charles River Analytics, Inc. Employee Stock Ownership Plan in MA (160 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Martin/Brattrud, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Martin/Brattrud, Inc. Employee Stock Ownership Plan grew at a solid clip - up 14.9% during 2022, from $9M to $10M. Reported net income was $1M.
How have Martin/Brattrud, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Martin/Brattrud, Inc.'s sponsor-wide assets grew 8.8%, from $13M to $14M.
Which ESOP plans are similar in size to Martin/Brattrud, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Libra Industries, Inc. of Michigan Employee Stock Ownership Plan in MI ($10M, 41 participants).
Which ESOP plans cover a similar participant headcount to Martin/Brattrud, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Charles River Analytics, Inc. Employee Stock Ownership Plan in MA (160 participants, $32M 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 953134229.

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.