ESOP · DOL Form 5500 · 2022
M.B. Herzog Electric, Inc. ESOP
Data updated 2026-08-11
- $18M
- Total assets
- 33
- Participants
- 76th
- Percentile by assets
- $545,365
- Avg per participant
Official DOL plan name: M.B. Herzog Electric, Inc. Employee Stock Ownership Plan · Sponsored by M.B. Herzog Electric, Inc. · California · Manufacturing
$18M in assets, 33 participants
M.B. Herzog Electric, Inc.'s M.B. Herzog Electric, Inc. Employee Stock Ownership Plan reported $18M in total assets and 33 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.
- 76th percentile by assets (of 139,126 plans)
- #13,605 in Manufacturing (20,602 peers)
Where M.B. Herzog Electric, Inc. Employee Stock Ownership Plan sits by assets
M.B. Herzog Electric, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $18M for 33 participants (~$545,365/participant), up 59.9% in 2022.
- $18M
- total plan assets (2022 EOY)
- 33
- covered participants
- 76th
- percentile by assets (of 139,126 plans)
- $545,365
- avg assets per participant
M.B. Herzog Electric, Inc. Employee Stock Ownership Plan vs the 2022 asset distribution
By assets, M.B. Herzog Electric, Inc. Employee Stock Ownership Plan outranks 76% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 953261407 |
| Plan Effective Date | 1997-08-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (M.B. Herzog Electric, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 33 | $18M |
| 2023 | 1 | 33 | $19M |
| 2024 | 1 | 30 | $25M |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
M.B. Herzog Electric, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
- Parsons Employee Stock Ownership Plan $2.9B · 7,804
- Acco Employee Stock Ownership Plan $1.2B · 1,318
- Rosendin Electric, Inc. Employee Stock Ownership Plan $995M · 1,488
- Recology Employee Stock Ownership Plan $462M · 3,560
- Agron, Inc. Employee Stock Ownership Plan $456M · 70
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to M.B. Herzog Electric, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on M.B. Herzog Electric, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, M.B. Herzog Electric, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- M.B. Herzog Electric, Inc.'s sponsor-wide assets have grown 41.3% since 2022 across 3 plan years on file. More Manufacturing plans