ESOP · DOL Form 5500 · 2022

Martin & Bayley, Inc. ESOP

Data updated 2026-08-25

$139M
Total assets Near avg plan size
699
Participants Below avg headcount
94th
Percentile by assets National rank
$198,811
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Martin & Bayley, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Martin & Bayley, Inc. · Illinois · Retail Trade

$139M in assets, 699 participants

Martin & Bayley, Inc.'s Martin & Bayley, Inc. Employee Stock Ownership Plan and Trust reported $139M in total assets and 699 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #9,221 in Retail Trade (9,519 peers)

Where Martin & Bayley, Inc. Employee Stock Ownership Plan and Trust sits by assets

Martin & Bayley, Inc. Employee Stock Ownership Plan and Trust sits in the top 10% of all filed plans by assets, $139M for 699 participants (~$198,811/participant), up 20.9% in 2022.

#9,221
in Retail Trade (9,519 peers)
+20.9%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Martin & Bayley, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Martin & Bayley, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$138,969,039 Top 6% higher than 94% 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 & Bayley, Inc. Employee Stock Ownership Plan and Trust 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 & Bayley, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (699 participants).

DOL schedule card

Filing strip 370948752 · Martin & Bayley, Inc. PY 2022 · ESOP

Martin & Bayley, Inc. Employee Stock Ownership Plan and Trust · $139M · 699 · 94th

  • BOY $139M
  • BOY 699
  • BOY 94th
  • BOY ESOP
  • BOY near Cci Systems, Inc. Employee Stock Ownership Plan
  • BOY ind #9221

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 Illinois →

Martin & Bayley, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Stock Yards Bank & Trust Company 401(k) EmployeeStock Yards Bank & Trust Com…$140MMartin & Bayley, Inc. Employee Stock Ownership Plan and TrustMartin & Bayley, Inc. Employ…$139MCci Systems, Inc. Employee Stock Ownership PlanCci Systems, Inc. Employee S…$139MMax Auto Supply Company Employee Stock Ownership PlanMax Auto Supply Company Empl…$139MDixie Plywood and Lumber Company Employee Stock Ownership PlanDixie Plywood and Lumber Com…$137M
End-of-year total assets ($M) among Martin & Bayley, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$115M
Net Assets (End of Year)$110M
Net Income$22M
Employer EIN370948752
Plan Effective Date1984-03-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Martin & Bayley, Inc.)

Sponsor-wide plan assets over time

All Martin & Bayley, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$167M 14.226485003213776% vs 2022
2024 filing year
$140M$150M$160M$170M 202220232024 $146M $167M ▲ +14.2%
Year Plans Participants Total Assets
2022 2 2,008 $146M
2023 2 2,034 $151M
2024 2 2,250 $167M

Nearby ESOP Plans in Illinois

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

Martin & Bayley, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. 050001000015000 -101234 Total assets ($B) Participants Martin & Bayley, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.138969039 · Participants: 699Martin & Bayley, Inc. Employee Stock Ownership Plan and TrustAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.751765578 · Participants: 4361Amsted Industries Incorporated Employees' Stock Ownership PlanOri 401(k) Savings and Profit Sharing Plan, Total assets ($B): 1.70457972 · Participants: 10023Ori 401(k) Savings and Profit Sharing PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.163229548 · Participants: 3905Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 0.970067277 · Participants: 495Scot Forge Company Employee Stock Ownership PlanRli Corp. Employee Stock Ownership Plan, Total assets ($B): 0.341695997 · Participants: 826Rli Corp. Employee Stock Ownership Plan
Martin & Bayley, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Martin & Bayley, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Illinois, the nearest ESOP by assets is Cci Systems, Inc. Employee Stock Ownership Plan in MI ($139M); by covered participants it is Bolton & Menk, Inc. Employee Stock Ownership Plan in MN (697 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (699 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 & Bayley, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Martin & Bayley, Inc. Employee Stock Ownership Plan and Trust grew sharply - up 20.9% during 2022, from $115M to $139M. Reported net income was $22M.
How have Martin & Bayley, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Martin & Bayley, Inc.'s sponsor-wide assets grew 14.2%, from $146M to $167M.
Where does Martin & Bayley, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Martin & Bayley, Inc. Employee Stock Ownership Plan and Trust ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Martin & Bayley, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Cci Systems, Inc. Employee Stock Ownership Plan in MI ($139M, 966 participants).
Which ESOP plans cover a similar participant headcount to Martin & Bayley, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Bolton & Menk, Inc. Employee Stock Ownership Plan in MN (697 participants, $58M 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 370948752.

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.