ESOP · DOL Form 5500 · 2023

Marsh, Berry & Company, Inc. ESOP

Data updated 2026-08-25

N/A
Total assets —
124
Participants Small participant base
PlainRetire home → About this data RSS: change history

Official DOL plan name: Marsh, Berry & Company, Inc. Employee Stock Ownership Plan · Sponsored by Marsh, Berry & Company, Inc. · Ohio · Professional & Technical Services

N/A in assets, 124 participants

Marsh, Berry & Company, Inc.'s Marsh, Berry & Company, Inc. Employee Stock Ownership Plan reported N/A in total assets and 124 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

Coverage in Ohio

Marsh, Berry & Company, Inc. Employee Stock Ownership Plan covers 124 participants in Ohio, about 16% of the average Ohio filer (state average ~765 per filing). Assets: N/A.

-$15M
reported net income

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Marsh, Berry & Company, Inc. 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. Marsh, Berry & Company, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marsh, Berry & Company, Inc. Employee Stock Ownership Plan reported net income rose from -$72M in the plan year 2022 filing to -$15M in the plan year 2023 filing.
  • Marsh, Berry & Company, Inc. Employee Stock Ownership Plan reported participants fell from 126 in the plan year 2022 filing to 124 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 341190957 · Marsh, Berry & Company, Inc. PY 2023 · ESOP

Marsh, Berry & Company, Inc. Employee Stock Ownership Plan · N/A · 124

  • RANK N/A
  • RANK 124
  • RANK PY 2023
  • RANK ESOP
  • RANK near Georgia Theatre Company Employee Stock Ownership Plan
  • RANK -$15M

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 Ohio →

Ohio filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)N/A
Net Income-$15M
Employer EIN341190957
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marsh, Berry & Company, Inc.)

Sponsor-wide plan assets over time

All Marsh, Berry & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 9.35124284256921% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $38.1M $34.5M ▼ -9.4%
Year Plans Participants Total Assets
2022 2 267 $38M
2023 2 285 $28M
2024 1 186 $34M

Nearby ESOP Plans in Ohio

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

Marsh, Berry & Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 5 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
Marsh, Berry & Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Marsh, Berry & Company, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Marsh, Berry & Company, Inc. Employee Stock Ownership Plan's closest out-of-state ESOP peers by headcount

Outside Ohio, the nearest ESOP by covered participants is Georgia Theatre Company Employee Stock Ownership Plan in GA (124 participants; this filing: 124 participants).

Similar participant headcount

Nearest other-state filings by covered participants (124 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 have Marsh, Berry & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marsh, Berry & Company, Inc.'s sponsor-wide assets declined 9.4%, from $38M to $34M.
Which ESOP plans cover a similar participant headcount to Marsh, Berry & Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Georgia Theatre Company Employee Stock Ownership Plan in GA (124 participants, $5M 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 341190957.

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.