ESOP · DOL Form 5500 · 2022

M. Nelson Barnes & Sons, Inc. ESOP

Data updated 2026-08-25

$991K
Total assets Small plan by assets
32
Participants Small participant base
25th
Percentile by assets National rank
$30,964
Avg per participant Low balance/head
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Official DOL plan name: M. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan · Sponsored by M. Nelson Barnes & Sons, Inc. · Maryland · Construction

$991K in assets, 32 participants

M. Nelson Barnes & Sons, Inc.'s M. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan reported $991K in total assets and 32 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #2,187 in Construction (9,927 peers)

2022 asset change

M. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan contracted severely 54.6% in 2022 ($2M → $991K) for 32 participants.

#2,187
in Construction (9,927 peers)
-54.6%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

M. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

M. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$990,862 25th percentile higher than 25% 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. Nelson Barnes & Sons, 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. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan is a small filing (32 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 520630098 · M. Nelson Barnes & Sons, Inc. PY 2022 · ESOP

M. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan · $991K · 32 · 25th

  • PART $991K
  • PART 32
  • PART 25th
  • PART ESOP
  • PART near Aalc, Inc. Employee Stock Ownership Plan
  • PART ind #2187

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 Maryland →

M. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan in the asset neighbourhood

M. Nelson Barnes & Sons, Inc. Employee Stock Ownership PlanM. Nelson Barnes & Sons, Inc…$991KAalc, Inc. Employee Stock Ownership PlanAalc, Inc. Employee Stock Ow…$991KMarathon Bank Employee Stock Ownership PlanMarathon Bank Employee Stock…$992KFlow Tech, Inc. Employee Stock Ownership PlanFlow Tech, Inc. Employee Sto…$989KAmid, Inc. Employee Stock Ownership PlanAmid, Inc. Employee Stock Ow…$988K
End-of-year total assets ($M) among M. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

M. Nelson Barnes & Sons, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All M. Nelson Barnes & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $0.99M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 32 $991K
2023 1 36 $496
2024 1 16 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$991K
Net Income-$1M
Employer EIN520630098
Plan Effective Date1996-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Maryland

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

M. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants M. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan, Total assets ($M): 0.990862 · Participants: 32M. Nelson Barnes & Sons, Inc. Employee Stock Ownership PlanEvapco, Inc. Employee Stock Ownership Plan, Total assets ($M): 876.198034 · Participants: 1522Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($M): 370.840695 · Participants: 2842Westat, Inc. Employee Stock Ownership PlanBrown Capital Management ESOP, Total assets ($M): 368.113953 · Participants: 34Brown Capital Management ESOPKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 288.984694 · Participants: 1580Kci Technologies, Inc. Employee Stock Ownership PlanLockheed Martin Corporation Capital Accumulation Plan, Total assets ($M): 246.809403 · Participants: 4213Lockheed Martin Corporation Capital Accumulation Plan
M. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants
Compare M. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Maryland, the nearest ESOP by assets is Aalc, Inc. Employee Stock Ownership Plan in TX ($991K); by covered participants it is Ses Environmental Employee Stock Ownership Plan and Trust in IN (32 participants). Same-state nearby plans are listed separately above.

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. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
M. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan contracted severely - down 54.6% during 2022, from $2M to $991K. Reported net income was -$1M.
Where does M. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
M. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which ESOP plans are similar in size to M. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Aalc, Inc. Employee Stock Ownership Plan in TX ($991K, 18 participants).
Which ESOP plans cover a similar participant headcount to M. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ses Environmental Employee Stock Ownership Plan and Trust in IN (32 participants, $3M 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 520630098.

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.