ESOP · DOL Form 5500 · 2023

M & B Carriers, Inc ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
11
Participants Small participant base
26th
Percentile by assets National rank
$114,132
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: M & B Carriers, Inc. Employee Stock Ownership Plan · Sponsored by M & B Carriers, Inc · California · Transportation & Warehousing

$1M in assets, 11 participants

M & B Carriers, Inc's M & B Carriers, Inc. Employee Stock Ownership Plan reported $1M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #855 in Transportation & Warehousing (3,362 peers)

M & B Carriers, Inc multi-year trail

M & B Carriers, Inc's plans moved -70.2% in assets from 2022 to 2024; this filing shows M & B Carriers, Inc. Employee Stock Ownership Plan at $1M / 11 participants.

#855
in Transportation & Warehousing (3,362 peers)
-30.8%
assets change YoY

The plan reported a net loss of $560K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

M & B Carriers, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

M & B Carriers, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,255,450 26th percentile higher than 26% 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

M & B Carriers, 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. M & B Carriers, Inc. Employee Stock Ownership Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • M & B Carriers, Inc. Employee Stock Ownership Plan reported net income fell from $396K in the plan year 2022 filing to -$560K in the plan year 2023 filing.
  • M & B Carriers, Inc. Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • M & B Carriers, Inc. Employee Stock Ownership Plan reported participants fell from 12 in the plan year 2022 filing to 11 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 954305127 · M & B Carriers, Inc PY 2023 · ESOP

M & B Carriers, Inc. Employee Stock Ownership Plan · $1M · 11 · 26th

  • SCH $1M
  • EBSA 11
  • PART 26th
  • TYPE ESOP
  • NET near Union Lake Veterinary Hospital Inc Employee Stock Ownership Plan
  • BOOK ind #855

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 California →

M & B Carriers, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Dietz & Company Architects, Inc. Employee Stock Ownership PlanDietz & Company Architects, …$1MM & B Carriers, Inc. Employee Stock Ownership PlanM & B Carriers, Inc. Employe…$1MUnion Lake Veterinary Hospital Inc Employee Stock Ownership PlanUnion Lake Veterinary Hospit…$1MAlaska Hand Rehabilitation, Inc. Employee Stock Ownership Plan and TrustAlaska Hand Rehabilitation, …$1MBlue Ridge Bankshares, Inc. Employee Stock Ownership PlanBlue Ridge Bankshares, Inc. …$1M
End-of-year total assets ($M) among M & B Carriers, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

M & B Carriers, Inc multi-year asset trail

Sponsor-wide plan assets over time

All M & B Carriers, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$541K 70.21903214664064% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $1.82M $0.54M ▼ -70.3%
Year Plans Participants Total Assets
2022 1 12 $2M
2023 1 11 $1M
2024 1 11 $541K

M & B Carriers, Inc filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$560K
Employer EIN954305127
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

M & B Carriers, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants M & B Carriers, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00125545 · Participants: 11M & B Carriers, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
M & B Carriers, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare M & B Carriers, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

M & B Carriers, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Union Lake Veterinary Hospital Inc Employee Stock Ownership Plan in MI ($1M); by covered participants it is Canastota N/C Corporation Employee Stock Ownership Plan in NY (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 M & B Carriers, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
M & B Carriers, Inc. Employee Stock Ownership Plan contracted severely - down 30.8% during 2023, from $2M to $1M. Reported net income was -$560K.
How have M & B Carriers, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), M & B Carriers, Inc's sponsor-wide assets declined 70.2%, from $2M to $541K.
Which ESOP plans are similar in size to M & B Carriers, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Union Lake Veterinary Hospital Inc Employee Stock Ownership Plan in MI ($1M, 44 participants).
Which ESOP plans cover a similar participant headcount to M & B Carriers, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Canastota N/C Corporation Employee Stock Ownership Plan in NY (11 participants, $4M 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 954305127.

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.