ESOP · DOL Form 5500 · 2023

Mbk Enterprises, Inc. ESOP

Data updated 2026-08-25

$55M
Total assets Below avg plan size
106
Participants Small participant base
86th
Percentile by assets National rank
$517,904
Avg per participant High balance/head
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Official DOL plan name: Millstone Weber Employee Stock Ownership Plan · Sponsored by Mbk Enterprises, Inc. · Missouri · Construction

$55M in assets, 106 participants

Mbk Enterprises, Inc.'s Millstone Weber Employee Stock Ownership Plan reported $55M in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,611 in Construction (9,030 peers)

Coverage in Missouri

Millstone Weber Employee Stock Ownership Plan covers 106 participants in Missouri, about 14% of the average Missouri filer (state average ~737 per filing). Assets: $55M.

#7,611
in Construction (9,030 peers)
+232.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Millstone Weber Employee Stock Ownership Plan's outsized position by total assets

Millstone Weber Employee Stock Ownership Plan vs every filed plan by assets

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

$54,897,792 Top 14% higher than 86% 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

Millstone Weber Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Millstone Weber Employee Stock Ownership Plan sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Millstone Weber Employee Stock Ownership Plan reported net income rose from $10M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Millstone Weber Employee Stock Ownership Plan end-of-year assets rose from $17M in the plan year 2022 filing to $55M in the plan year 2023 filing.
  • Millstone Weber Employee Stock Ownership Plan reported participants fell from 110 in the plan year 2022 filing to 106 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 431841430 · Mbk Enterprises, Inc. PY 2023 · ESOP

Millstone Weber Employee Stock Ownership Plan · $55M · 106 · 86th

  • EBSA $55M
  • EBSA 106
  • EBSA 86th
  • EBSA ESOP
  • EBSA near Msa Professional Services, Inc. Employee Stock Ownership Plan
  • EBSA ind #7611

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 Missouri →

Millstone Weber Employee Stock Ownership Plan in the asset neighbourhood

Anderson Electric, Inc. ESOP$55MMillstone Weber Employee Stock Ownership PlanMillstone Weber Employee Sto…$55MMsa Professional Services, Inc. Employee Stock Ownership PlanMsa Professional Services, I…$55MCarroll Distributing & Construction Supply, Inc. Employee Stock Ownership PlanCarroll Distributing & Const…$55MOlsson, Inc. Employee Stock Ownership PlanOlsson, Inc. Employee Stock …$55M
End-of-year total assets ($M) among Millstone Weber Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$54M
Net Income$38M
Employer EIN431841430
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mbk Enterprises, Inc.)

Sponsor-wide plan assets over time

All Mbk Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$66M 301.32289618370606% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $16.5M $66.3M ▲ +301.3%
Year Plans Participants Total Assets
2022 1 110 $17M
2023 1 106 $55M
2024 1 130 $66M

Nearby ESOP Plans in Missouri

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

Millstone Weber Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Millstone Weber Employee Stock Ownership Plan, Total assets ($B): 0.054897792 · Participants: 106Millstone Weber Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.708605759 · Participants: 8553Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.489427066 · Participants: 3651Mccarthy Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.442677383 · Participants: 560Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.429385855 · Participants: 2457Je Dunn Employee Stock Ownership Plan and TrustEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.312725972 · Participants: 1947Emery Sapp Employee Stock Ownership Plan
Millstone Weber Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants

Millstone Weber Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Msa Professional Services, Inc. Employee Stock Ownership Plan in WI ($55M); by covered participants it is Torrent Employee Stock Ownership Plan in NC (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Millstone Weber Employee Stock Ownership Plan assets move in 2023?
Millstone Weber Employee Stock Ownership Plan surged - up 232.3% during 2023, from $17M to $55M. Reported net income was $38M.
How have Mbk Enterprises, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Mbk Enterprises, Inc.'s sponsor-wide assets grew 301.3%, from $17M to $66M.
Where does Millstone Weber Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Millstone Weber Employee Stock Ownership Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Millstone Weber Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Msa Professional Services, Inc. Employee Stock Ownership Plan in WI ($55M, 389 participants).
Which ESOP plans cover a similar participant headcount to Millstone Weber Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Torrent Employee Stock Ownership Plan in NC (106 participants, $757K in assets).