ESOP · DOL Form 5500 · 2023

Bfz Holdings Group Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
N/A
Participants Small participant base
32nd
Percentile by assets National rank
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Official DOL plan name: Marc USA, Inc. Employee Stock Ownership Plan · Sponsored by Bfz Holdings Group Inc. · Pennsylvania · Professional & Technical Services

$2M in assets, N/A participants

Bfz Holdings Group Inc.'s Marc USA, Inc. Employee Stock Ownership Plan reported $2M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,701 in Professional & Technical Services (20,321 peers)

Bfz Holdings Group Inc. multi-year trail

Bfz Holdings Group Inc.'s plans moved -28.9% in assets from 2022 to 2024; this filing shows Marc USA, Inc. Employee Stock Ownership Plan at $2M / N/A participants.

#5,701
in Professional & Technical Services (20,321 peers)
-37.3%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Marc USA, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Marc USA, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,255,784 32nd percentile higher than 32% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marc USA, Inc. Employee Stock Ownership Plan end-of-year assets fell from $4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Marc USA, Inc. Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2022 filing to -$1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 522047540 · Bfz Holdings Group Inc. PY 2023 · ESOP

Marc USA, Inc. Employee Stock Ownership Plan · $2M · N/A · 32nd

  • PCT $2M
  • PCT N/A
  • PCT 32nd
  • PCT ESOP
  • PCT near Kabouter Management Employee Stock Ownership Plan
  • PCT ind #5701

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 →

Marc USA, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Marc USA, Inc. Employee Stock Ownership PlanMarc USA, Inc. Employee Stoc…$2MKabouter Management Employee Stock Ownership PlanKabouter Management Employee…$2MMerchants & Farmers Bank of Dumas Employee Stock Ownership PlanMerchants & Farmers Bank of …$2MKennesaw Transportation, Inc. Employee Stock Ownership PlanKennesaw Transportation, Inc…$2MTrial Behavior Consulting, Inc. Employee Stock Ownership PlanTrial Behavior Consulting, I…$2M
End-of-year total assets ($M) among Marc USA, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Bfz Holdings Group Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bfz Holdings Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 28.94939100827164% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $3.6M $2.56M ▼ -28.9%
Year Plans Participants Total Assets
2022 1 N/A $4M
2023 1 N/A $2M
2024 1 N/A $3M

Bfz Holdings Group Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$2M
Net Income-$1M
Employer EIN522047540
Plan Effective Date1983-02-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Marc USA, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Marc USA, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002255784 · Participants: 0Marc USA, 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
Marc USA, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Marc USA, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Marc USA, Inc. Employee Stock Ownership Plan's closest out-of-state ESOP peers by assets

Outside Pennsylvania, the nearest ESOP by end-of-year assets is Kabouter Management Employee Stock Ownership Plan in IL at $2M (this filing: $2M).

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 Marc USA, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Marc USA, Inc. Employee Stock Ownership Plan contracted severely - down 37.3% during 2023, from $4M to $2M. Reported net income was -$1M.
How have Bfz Holdings Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bfz Holdings Group Inc.'s sponsor-wide assets declined 28.9%, from $4M to $3M.
Which ESOP plans are similar in size to Marc USA, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Kabouter Management Employee Stock Ownership Plan in IL ($2M, 25 participants).

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 522047540.

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.