ESOP · DOL Form 5500 · 2023

The Marshall Financial Group, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
19
Participants Small participant base
51st
Percentile by assets National rank
$366,638
Avg per participant High balance/head
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Official DOL plan name: Marshall Financial Group, Inc. Employee Stock Ownership Plan · Sponsored by The Marshall Financial Group, Inc. · Pennsylvania · Finance & Insurance

$7M in assets, 19 participants

The Marshall Financial Group, Inc.'s Marshall Financial Group, Inc. Employee Stock Ownership Plan reported $7M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,237 in Finance & Insurance (8,869 peers)

The Marshall Financial Group, Inc. multi-year trail

The Marshall Financial Group, Inc.'s plans moved +77.6% in assets from 2022 to 2024; this filing shows Marshall Financial Group, Inc. Employee Stock Ownership Plan at $7M / 19 participants.

#3,237
in Finance & Insurance (8,869 peers)
+23.0%
assets growth YoY

Marshall Financial Group, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Marshall Financial Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$6,966,130 Top 49% higher than 51% of 127,068 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 2023

Marshall Financial Group, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marshall Financial Group, Inc. Employee Stock Ownership Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marshall Financial Group, Inc. Employee Stock Ownership Plan reported net income rose from $927K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Marshall Financial Group, Inc. Employee Stock Ownership Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 232169141 · The Marshall Financial Group, Inc. PY 2023 · ESOP

Marshall Financial Group, Inc. Employee Stock Ownership Plan · $7M · 19 · 51st

  • EIN $7M
  • EIN 19
  • EIN 51st
  • EIN ESOP
  • EIN near Hba Architecture Interior Design, Inc. ESOP II
  • EIN ind #3237

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 Pennsylvania →

Marshall Financial Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Marshall Financial Group, Inc. Employee Stock Ownership PlanMarshall Financial Group, In…$7MHba Architecture Interior Design, Inc. ESOP IIHba Architecture Interior De…$7MMid-South Lumber Company of Georgia, Inc. Employee Stock Ownership PlanMid-South Lumber Company of …$7MHarman Construction, Inc. Employee Stock Ownership PlanHarman Construction, Inc. Em…$7MHhc Employee Stock Ownership PlanHhc Employee Stock Ownership…$7M
End-of-year total assets ($M) among Marshall Financial Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

The Marshall Financial Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Marshall Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 77.60817039247934% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.66M $10.1M ▲ +77.7%
Year Plans Participants Total Assets
2022 1 19 $6M
2023 1 19 $7M
2024 1 21 $10M

The Marshall Financial Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN232169141
Plan Effective Date2017-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Marshall Financial Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Marshall Financial Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00696613 · Participants: 19Marshall Financial Group, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
Marshall Financial Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Marshall Financial Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Marshall Financial Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Hba Architecture Interior Design, Inc. ESOP II in VA ($7M); by covered participants it is Ritchie Industries, Inc. Employee Stock Ownership Plan in IA (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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.

Frequently Asked Questions

How did Marshall Financial Group, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Marshall Financial Group, Inc. Employee Stock Ownership Plan grew sharply - up 23.0% during 2023, from $6M to $7M. Reported net income was $2M.
How have The Marshall Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Marshall Financial Group, Inc.'s sponsor-wide assets grew 77.6%, from $6M to $10M.
Which ESOP plans are similar in size to Marshall Financial Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hba Architecture Interior Design, Inc. ESOP II in VA ($7M, 35 participants).
Which ESOP plans cover a similar participant headcount to Marshall Financial Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ritchie Industries, Inc. Employee Stock Ownership Plan in IA (19 participants, $32M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 232169141.

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.