ESOP · DOL Form 5500 · 2022

M.B. Herzog Electric, Inc. ESOP

Data updated 2026-08-25

$18M
Total assets Small plan by assets
33
Participants Small participant base
76th
Percentile by assets National rank
$545,365
Avg per participant High balance/head
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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.

  • #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.

#13,605
in Manufacturing (20,602 peers)
+59.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

M.B. Herzog Electric, Inc. Employee Stock Ownership Plan's outsized position by total assets

M.B. Herzog Electric, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$17,997,046 Top 24% higher than 76% of 139,123 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 2022

M.B. Herzog Electric, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. M.B. Herzog Electric, Inc. Employee Stock Ownership Plan is a small filing (33 participants) on this national headcount ladder.

DOL schedule card

Filing strip 953261407 · M.B. Herzog Electric, Inc. PY 2022 · ESOP

M.B. Herzog Electric, Inc. Employee Stock Ownership Plan · $18M · 33 · 76th

  • PHOTO $18M
  • PHOTO 33
  • PHOTO 76th
  • PHOTO ESOP
  • PHOTO near Hebron Companies, Inc. Employee Stock Ownership Plan and Trust
  • PHOTO ind #13605

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. Herzog Electric, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Lamp Rynearson ESOP$18MHyspeco, Inc. Employees Stock Ownership PlanHyspeco, Inc. Employees Stoc…$18MM.B. Herzog Electric, Inc. Employee Stock Ownership PlanM.B. Herzog Electric, Inc. E…$18MHebron Companies, Inc. Employee Stock Ownership Plan and TrustHebron Companies, Inc. Emplo…$18MThe Prophet Corporation Employee Stock Ownership PlanThe Prophet Corporation Empl…$18M
End-of-year total assets ($M) among M.B. Herzog Electric, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN953261407
Plan Effective Date1997-08-31
Filing StatusFILING RECEIVED

Sponsor Plan History (M.B. Herzog Electric, Inc.)

Sponsor-wide plan assets over time

All M.B. Herzog Electric, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 41.34819125316454% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18M $25.4M ▲ +41.3%
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 Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants M.B. Herzog Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.017997046 · Participants: 33M.B. Herzog Electric, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
M.B. Herzog Electric, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare M.B. Herzog Electric, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Hebron Companies, Inc. Employee Stock Ownership Plan and Trust in ND ($18M); by covered participants it is Eagle Savings Bank Employee Stock Ownership Plan in OH (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did M.B. Herzog Electric, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
M.B. Herzog Electric, Inc. Employee Stock Ownership Plan surged - up 59.9% during 2022, from $11M to $18M. Reported net income was $2M.
How have M.B. Herzog Electric, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), M.B. Herzog Electric, Inc.'s sponsor-wide assets grew 41.3%, from $18M to $25M.
Where does M.B. Herzog Electric, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
M.B. Herzog Electric, Inc. Employee Stock Ownership Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to M.B. Herzog Electric, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hebron Companies, Inc. Employee Stock Ownership Plan and Trust in ND ($18M, 92 participants).
Which ESOP plans cover a similar participant headcount to M.B. Herzog Electric, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Eagle Savings Bank Employee Stock Ownership Plan in OH (33 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 953261407.

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.