ESOP · DOL Form 5500 · 2023
Martingale & Company ESOP
Data updated 2026-08-25
- N/A
- Total assets —
- 4
- Participants Small participant base
Official DOL plan name: Martingale & Company Employee Stock Ownership Plan · Sponsored by Martingale & Company · Washington · Information & Media
N/A in assets, 4 participants
Martingale & Company's Martingale & Company Employee Stock Ownership Plan reported N/A in total assets and 4 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2023 filing shows
Martingale & Company Employee Stock Ownership Plan holds N/A for 4 participants.
- -$403K
- reported net income
The plan reported a net loss of $403K 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 micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Martingale & Company Employee Stock Ownership Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Martingale & Company Employee Stock Ownership Plan reported participants fell from 17 in the plan year 2022 filing to 4 in the plan year 2023 filing.
- Martingale & Company Employee Stock Ownership Plan reported net income rose from -$716K in the plan year 2022 filing to -$403K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 911539565 · Martingale & Company PY 2023 · ESOP
Martingale & Company Employee Stock Ownership Plan · N/A · 4
- EIN N/A
- RANK 4
- PHOTO PY 2023
- IND ESOP
- EOY near Phipps Inc Employee Stock Ownership Plan
- 5500 -$403K
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 →
Filing particulars (2023)
| Total Assets (Beginning of Year) | $403K |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$403K |
| Employer EIN | 911539565 |
| Plan Effective Date | 1990-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Martingale & Company)
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 |
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 $3.0B · 3,694
- Triple B Corporation Employee Stock Ownership Plan $278M · 1,123
- Manson Construction Co. Non-Craft Employee Stock Ownership Plan $183M · 310
- Parametrix, Inc. Employee Stock Ownership Plan $140M · 570
- The Plexsys Interface Products, Inc. Employee Stock Ownership Plan $114M · 183
Martingale & Company Employee Stock Ownership Plan's closest out-of-state ESOP peers by headcount
Outside Washington, the nearest ESOP by covered participants is Phipps Inc Employee Stock Ownership Plan in IA (4 participants; this filing: 4 participants).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.