ESOP · DOL Form 5500 · 2022
Martingale & Company ESOP
Data updated 2026-08-25
- $403K
- Total assets Small plan by assets
- 17
- Participants Small participant base
- 16th
- Percentile by assets National rank
- $23,691
- Avg per participant Low balance/head
Official DOL plan name: Martingale & Company Employee Stock Ownership Plan · Sponsored by Martingale & Company · Washington · Information & Media
$403K in assets, 17 participants
Martingale & Company's Martingale & Company Employee Stock Ownership Plan reported $403K in total assets and 17 participants in its 2022 DOL Form 5500 filing, ranking in the 16th 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.
- #248 in Information & Media (2,911 peers)
2022 asset change
Martingale & Company Employee Stock Ownership Plan contracted severely 64.0% in 2022 ($1M → $403K) for 17 participants.
- #248
- in Information & Media (2,911 peers)
- -64.0%
- assets change YoY
The plan reported a net loss of $716K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Martingale & Company Employee Stock Ownership Plan among the smaller filed plans by assets
Martingale & Company Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$402,739 16th percentile higher than 16% 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
Martingale & Company 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. Martingale & Company Employee Stock Ownership Plan is a small filing (17 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 911539565 · Martingale & Company PY 2022 · ESOP
Martingale & Company Employee Stock Ownership Plan · $403K · 17 · 16th
- NET $403K
- NET 17
- NET 16th
- NET ESOP
- NET near Prillaman & Pace, Inc. , Employee Stock Ownership Plan
- NET ind #248
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 Washington →
Martingale & Company Employee Stock Ownership Plan in the asset neighbourhood
Martingale & Company years around the 2022 move
Sponsor-wide plan assets over time
All Martingale & Company plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 17 | $403K |
| 2023 | 1 | 4 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $403K |
| Net Income | -$716K |
| Employer EIN | 911539565 |
| Plan Effective Date | 1990-07-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Washington
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan $1.8B · 3,621
- Triple B Corporation Employee Stock Ownership Plan $283M · 1,096
- Manson Construction Co. Non-Craft Employee Stock Ownership Plan $152M · 322
- Point B, Inc. Employee Stock Ownership Plan and Trust $143M · 768
- The Plexsys Interface Products, Inc. Employee Stock Ownership Plan $131M · 211
Martingale & Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Washington, the nearest ESOP by assets is Prillaman & Pace, Inc. , Employee Stock Ownership Plan in VA ($402K); by covered participants it is Illini Hi-Reach, Inc. Employee Stock Ownership Plan in IN (17 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($403K here).
- Prillaman & Pace, Inc. , Employee Stock Ownership Plan (VA) $402K · 26
- Bell Stone Granite Employee Stock Ownership Plan (AZ) $400K · 25
- Left Hand Brewing Company, Inc. Employee Stock Ownership Plan (CO) $400K · 64
- Waterfront Lumber Company, Inc. Employee Stock Ownership Plan and Trust (VA) $406K · N/A
Similar participant headcount
Nearest other-state filings by covered participants (17 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.