ESOP · DOL Form 5500 · 2023

The Myers-Briggs Company ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
111
Participants Small participant base
49th
Percentile by assets National rank
$57,808
Avg per participant Low balance/head
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Official DOL plan name: The Myers-Briggs Company Employee Stock Ownership Plan and Trust · Sponsored by The Myers-Briggs Company · California · Information & Media

$6M in assets, 111 participants

The Myers-Briggs Company's The Myers-Briggs Company Employee Stock Ownership Plan and Trust reported $6M in total assets and 111 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #966 in Information & Media (2,818 peers)

Coverage in California

The Myers-Briggs Company Employee Stock Ownership Plan and Trust covers 111 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $6M.

#966
in Information & Media (2,818 peers)
-13.0%
assets change YoY

The plan reported a net loss of $962K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Myers-Briggs Company Employee Stock Ownership Plan and Trust's mid-pack asset rank among Information & Media and all filers

The Myers-Briggs Company Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$6,416,679 49th percentile higher than 49% 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

The Myers-Briggs Company Employee Stock Ownership Plan and Trust 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. The Myers-Briggs Company Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (111 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Myers-Briggs Company Employee Stock Ownership Plan and Trust reported net income fell from $196K in the plan year 2022 filing to -$962K in the plan year 2023 filing.
  • The Myers-Briggs Company Employee Stock Ownership Plan and Trust end-of-year assets fell from $7M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • The Myers-Briggs Company Employee Stock Ownership Plan and Trust reported participants rose from 99 in the plan year 2022 filing to 111 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 941337736 · The Myers-Briggs Company PY 2023 · ESOP

The Myers-Briggs Company Employee Stock Ownership Plan and Trust · $6M · 111 · 49th

  • ASSETS $6M
  • PCT 111
  • EIN 49th
  • RANK ESOP
  • PHOTO near Aircraft Precision Products Inc. Employee Stock Ownership Plan
  • IND ind #966

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 →

The Myers-Briggs Company Employee Stock Ownership Plan and Trust in the asset neighbourhood

Farallon, Inc. Employee Stock Ownership PlanFarallon, Inc. Employee Stoc…$6MThe Myers-Briggs Company Employee Stock Ownership Plan and TrustThe Myers-Briggs Company Emp…$6MAircraft Precision Products Inc. Employee Stock Ownership PlanAircraft Precision Products …$6MArchitectural Division 8 Employee Stock Ownership PlanArchitectural Division 8 Emp…$6MMaster Magnetics, Inc. Amended and Restated Employee Stock Ownership PlanMaster Magnetics, Inc. Amend…$6M
End-of-year total assets ($M) among The Myers-Briggs Company Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$962K
Employer EIN941337736
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Myers-Briggs Company)

Sponsor-wide plan assets over time

All The Myers-Briggs Company plans reported in each filing year

Latest sponsor-wide plan assets
$32M 4.495707019862731% vs 2022
2024 filing year
$32M$33M$34M$35M$36M 202220232024 $34M $32.5M ▼ -4.5%
Year Plans Participants Total Assets
2022 2 199 $34M
2023 2 223 $35M
2024 2 206 $32M

Nearby ESOP Plans in California

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

The Myers-Briggs Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants The Myers-Briggs Company Employee Stock Ownership Plan and Trust, Total assets ($B): 0.006416679 · Participants: 111The Myers-Briggs Company Employee Stock Ownership Plan and TrustParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
The Myers-Briggs Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants
Compare The Myers-Briggs Company Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

The Myers-Briggs Company Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Aircraft Precision Products Inc. Employee Stock Ownership Plan in MI ($6M); by covered participants it is Progressive Bancorp, Inc. Employee Stock Ownership Plan in LA (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 The Myers-Briggs Company Employee Stock Ownership Plan and Trust assets move in 2023? ▼
The Myers-Briggs Company Employee Stock Ownership Plan and Trust pulled back noticeably - down 13.0% during 2023, from $7M to $6M. Reported net income was -$962K.
How have The Myers-Briggs Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Myers-Briggs Company's sponsor-wide assets declined 4.5%, from $34M to $32M.
Which ESOP plans are similar in size to The Myers-Briggs Company Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Aircraft Precision Products Inc. Employee Stock Ownership Plan in MI ($6M, 52 participants).
Which ESOP plans cover a similar participant headcount to The Myers-Briggs Company Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Progressive Bancorp, Inc. Employee Stock Ownership Plan in LA (111 participants, $3M 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 941337736.

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.