ESOP · DOL Form 5500 · 2022

Mitchell/Martin Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
337
Participants Below avg headcount
40th
Percentile by assets National rank
$8,902
Avg per participant Low balance/head
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Official DOL plan name: Mitchell/Martin Inc. Employee Stock Ownership Plan · Sponsored by Mitchell/Martin Inc. · New York · Administrative & Support Services

$3M in assets, 337 participants

Mitchell/Martin Inc.'s Mitchell/Martin Inc. Employee Stock Ownership Plan reported $3M in total assets and 337 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #3,157 in Administrative & Support Services (4,927 peers)

Coverage in New York

Mitchell/Martin Inc. Employee Stock Ownership Plan covers 337 participants in New York, about 42% of the average New York filer (state average ~798 per filing). Assets: $3M.

#3,157
in Administrative & Support Services (4,927 peers)
$3M
reported net income

Mitchell/Martin Inc. Employee Stock Ownership Plan's mid-pack asset rank among Administrative & Support Services and all filers

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

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

$3,000,000 40th percentile higher than 40% 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

Mitchell/Martin 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. Mitchell/Martin Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (337 participants).

DOL schedule card

Filing strip 133591013 · Mitchell/Martin Inc. PY 2022 · ESOP

Mitchell/Martin Inc. Employee Stock Ownership Plan · $3M · 337 · 40th

  • IND $3M
  • IND 337
  • IND 40th
  • IND ESOP
  • IND near Malvern Bancorp, Inc. Employee Stock Ownership Plan
  • IND ind #3157

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 →

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

Mitchell/Martin Inc. Employee Stock Ownership PlanMitchell/Martin Inc. Employe…$3MMalvern Bancorp, Inc. Employee Stock Ownership PlanMalvern Bancorp, Inc. Employ…$3MA Technological Advantage, Inc. Employee Stock Ownership PlanA Technological Advantage, I…$3MP.T. Services Rehabilitation, Inc. Employee Stock Ownership PlanP.T. Services Rehabilitation…$3MBaker Audio Employee Stock Ownership PlanBaker Audio Employee Stock O…$3M
End-of-year total assets ($M) among Mitchell/Martin Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$3M
Net Income$3M
Employer EIN133591013
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mitchell/Martin Inc.)

Sponsor-wide plan assets over time

All Mitchell/Martin Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$87M 116.55193039463434% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $40.1M $86.8M ▲ +116.5%
Year Plans Participants Total Assets
2022 2 1,343 $40M
2023 2 1,831 $81M
2024 2 1,660 $87M

Nearby ESOP Plans in New York

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

Mitchell/Martin Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Mitchell/Martin Inc. Employee Stock Ownership Plan, Total assets ($M): 3 · Participants: 337Mitchell/Martin 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
Mitchell/Martin Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Mitchell/Martin Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New York, the nearest ESOP by assets is Malvern Bancorp, Inc. Employee Stock Ownership Plan in PA ($3M); by covered participants it is Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement in PA (337 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (337 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 have Mitchell/Martin Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mitchell/Martin Inc.'s sponsor-wide assets grew 116.6%, from $40M to $87M.
Which ESOP plans are similar in size to Mitchell/Martin Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Malvern Bancorp, Inc. Employee Stock Ownership Plan in PA ($3M, 98 participants).
Which ESOP plans cover a similar participant headcount to Mitchell/Martin Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement in PA (337 participants, $1.2B 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 133591013.

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.