ESOP · DOL Form 5500 · 2023

Marts & Lundy Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
42
Participants Small participant base
45th
Percentile by assets National rank
$122,856
Avg per participant Near avg balance/head
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Official DOL plan name: Marts & Lundy, Inc. Employee Stock Ownership Plan · Sponsored by Marts & Lundy Inc. · New Jersey · Professional & Technical Services

$5M in assets, 42 participants

Marts & Lundy Inc.'s Marts & Lundy, Inc. Employee Stock Ownership Plan reported $5M in total assets and 42 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,717 in Professional & Technical Services (20,321 peers)

Marts & Lundy Inc. multi-year trail

Marts & Lundy Inc.'s plans moved +40.6% in assets from 2022 to 2024; this filing shows Marts & Lundy, Inc. Employee Stock Ownership Plan at $5M / 42 participants.

#8,717
in Professional & Technical Services (20,321 peers)
+36.5%
assets growth YoY

Marts & Lundy, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Marts & Lundy, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,159,971 45th percentile higher than 45% 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

Marts & Lundy, 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. Marts & Lundy, Inc. Employee Stock Ownership Plan is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marts & Lundy, Inc. Employee Stock Ownership Plan reported net income rose from -$970K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Marts & Lundy, Inc. Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Marts & Lundy, Inc. Employee Stock Ownership Plan reported participants fell from 49 in the plan year 2022 filing to 42 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 222328092 · Marts & Lundy Inc. PY 2023 · ESOP

Marts & Lundy, Inc. Employee Stock Ownership Plan · $5M · 42 · 45th

  • BOY $5M
  • BOY 42
  • BOY 45th
  • BOY ESOP
  • BOY near The Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc.
  • BOY ind #8717

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 New Jersey →

Marts & Lundy, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Marts & Lundy, Inc. Employee Stock Ownership PlanMarts & Lundy, Inc. Employee…$5MThe Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc.The Employee Stock Ownership…$5MMiller Dunwiddie Architecture, Inc. Employee Stock Ownership PlanMiller Dunwiddie Architectur…$5MBoston Barricade Holdings, Inc. Employee Stock Ownership PlanBoston Barricade Holdings, I…$5MWorth Higgins & Associates, Inc. Employee Stock Ownership PlanWorth Higgins & Associates, …$5M
End-of-year total assets ($M) among Marts & Lundy, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Marts & Lundy Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Marts & Lundy Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 40.63385724426777% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.3M $20.1M ▲ +40.6%
Year Plans Participants Total Assets
2022 2 90 $14M
2023 2 77 $18M
2024 2 68 $20M

Marts & Lundy Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN222328092
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New Jersey

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

Marts & Lundy, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400500 Total assets ($M) Participants Marts & Lundy, Inc. Employee Stock Ownership Plan, Total assets ($M): 5.159971 · Participants: 42Marts & Lundy, Inc. Employee Stock Ownership PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 420.904787 · Participants: 1127Okonite Company Employees Stock Ownership PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 309.109417 · Participants: 1571Mathematica Group Holding Inc. Employee Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 300.696739 · Participants: 1050Conair LLC Savings and Investment PlanAmboy Bancorporation Employee Stock Ownership Plan, Total assets ($M): 106.542135 · Participants: 193Amboy Bancorporation Employee Stock Ownership PlanColumbia Bank Employee Stock Ownership Plan, Total assets ($M): 85.571031 · Participants: 729Columbia Bank Employee Stock Ownership Plan
Marts & Lundy, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare Marts & Lundy, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest ESOP by assets is The Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc. in TX ($5M); by covered participants it is E.V.S. Ltd. Employee Stock Ownership Plan in IN (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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 Marts & Lundy, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Marts & Lundy, Inc. Employee Stock Ownership Plan surged - up 36.5% during 2023, from $4M to $5M. Reported net income was $1M.
How have Marts & Lundy Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marts & Lundy Inc.'s sponsor-wide assets grew 40.6%, from $14M to $20M.
Which ESOP plans are similar in size to Marts & Lundy, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc. in TX ($5M, 20 participants).
Which ESOP plans cover a similar participant headcount to Marts & Lundy, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is E.V.S. Ltd. Employee Stock Ownership Plan in IN (42 participants, $22M 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 222328092.

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.