ESOP · DOL Form 5500 · 2022

Menke & Associates, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
42
Participants Small participant base
60th
Percentile by assets National rank
$191,935
Avg per participant Above avg balance/head
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Official DOL plan name: The Menke Group Employee Stock Ownership Plan · Sponsored by Menke & Associates, Inc. · California · Professional & Technical Services

$8M in assets, 42 participants

Menke & Associates, Inc.'s The Menke Group Employee Stock Ownership Plan reported $8M in total assets and 42 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #12,666 in Professional & Technical Services (21,562 peers)

Menke & Associates, Inc. multi-year trail

Menke & Associates, Inc.'s plans moved +13.8% in assets from 2022 to 2024; this filing shows The Menke Group Employee Stock Ownership Plan at $8M / 42 participants.

#12,666
in Professional & Technical Services (21,562 peers)
-4.2%
assets change YoY

The plan reported a net loss of $353K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Menke Group Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

The Menke Group Employee Stock Ownership Plan vs every filed plan by assets

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

$8,061,267 Top 40% higher than 60% 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

The Menke Group 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. The Menke Group Employee Stock Ownership Plan is a small filing (42 participants) on this national headcount ladder.

DOL schedule card

Filing strip 942349093 · Menke & Associates, Inc. PY 2022 · ESOP

The Menke Group Employee Stock Ownership Plan · $8M · 42 · 60th

  • EIN $8M
  • RANK 42
  • PHOTO 60th
  • IND ESOP
  • EOY near Barbizon Lighting Company, Inc. Employee Stock Ownership Plan
  • 5500 ind #12666

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 →

The Menke Group Employee Stock Ownership Plan in the asset neighbourhood

The Menke Group Employee Stock Ownership PlanThe Menke Group Employee Sto…$8MBarbizon Lighting Company, Inc. Employee Stock Ownership PlanBarbizon Lighting Company, I…$8MThe Peoples Bank & Trust Employee Stock Ownership PlanThe Peoples Bank & Trust Emp…$8MMgs Contracting, Inc. Employee Stock Ownership PlanMgs Contracting, Inc. Employ…$8MLion Plumbing Supply, Inc. Employee Stock Ownership PlanLion Plumbing Supply, Inc. E…$8M
End-of-year total assets ($M) among The Menke Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Menke & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Menke & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 13.816240052587267% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M$9.5M 202220232024 $8.06M $9.18M ▲ +13.9%
Year Plans Participants Total Assets
2022 1 42 $8M
2023 1 44 $9M
2024 1 41 $9M

Menke & Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income-$353K
Employer EIN942349093
Plan Effective Date1983-12-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

The Menke Group Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants The Menke Group Employee Stock Ownership Plan, Total assets ($B): 0.008061267 · Participants: 42The Menke Group 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
The Menke Group Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare The Menke Group Employee Stock Ownership Plan side-by-side with 3 peers →

The Menke Group Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Barbizon Lighting Company, Inc. Employee Stock Ownership Plan in NY ($8M); by covered participants it is Pappageorge Haymes Ltd. ESOP in IL (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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 The Menke Group Employee Stock Ownership Plan assets move in 2022? ▼
The Menke Group Employee Stock Ownership Plan edged down modestly - down 4.2% during 2022, from $8M to $8M. Reported net income was -$353K.
How have Menke & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Menke & Associates, Inc.'s sponsor-wide assets grew 13.8%, from $8M to $9M.
Which ESOP plans are similar in size to The Menke Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Barbizon Lighting Company, Inc. Employee Stock Ownership Plan in NY ($8M, 157 participants).
Which ESOP plans cover a similar participant headcount to The Menke Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pappageorge Haymes Ltd. ESOP in IL (42 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 942349093.

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.