ESOP · DOL Form 5500 · 2023
Marina Mechanical Services ESOP
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 20
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $283,763
- Avg per participant High balance/head
Official DOL plan name: Marina Mechanical Services Employee Stock Ownership Plan · Sponsored by Marina Mechanical Services · California · Construction
$6M in assets, 20 participants
Marina Mechanical Services's Marina Mechanical Services Employee Stock Ownership Plan reported $6M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.
- #4,063 in Construction (9,030 peers)
Marina Mechanical Services multi-year trail
Marina Mechanical Services's plans moved +34.3% in assets from 2022 to 2024; this filing shows Marina Mechanical Services Employee Stock Ownership Plan at $6M / 20 participants.
- #4,063
- in Construction (9,030 peers)
- +1.4%
- assets growth YoY
Marina Mechanical Services Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers
Marina Mechanical Services Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,675,260 47th percentile higher than 47% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Marina Mechanical Services 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. Marina Mechanical Services Employee Stock Ownership Plan is a small filing (20 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Marina Mechanical Services Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2022 filing to $321K in the plan year 2023 filing.
- Marina Mechanical Services Employee Stock Ownership Plan reported participants fell from 21 in the plan year 2022 filing to 20 in the plan year 2023 filing.
- Marina Mechanical Services Employee Stock Ownership Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
DOL schedule card
Filing strip 942667797 · Marina Mechanical Services PY 2023 · ESOP
Marina Mechanical Services Employee Stock Ownership Plan · $6M · 20 · 47th
- SCH $6M
- EBSA 20
- PART 47th
- TYPE ESOP
- NET near Acentech Incorporated Employee Stock Employee Stock Ownership Plan
- BOOK ind #4063
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 →
Marina Mechanical Services Employee Stock Ownership Plan in the asset neighbourhood
Marina Mechanical Services multi-year asset trail
Sponsor-wide plan assets over time
All Marina Mechanical Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 34.3411423658238% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 21 | $6M |
| 2023 | 1 | 20 | $6M |
| 2024 | 1 | 25 | $8M |
Marina Mechanical Services filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $321K |
| Employer EIN | 942667797 |
| Plan Effective Date | 2015-11-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Parsons Employee Stock Ownership Plan $3.8B · 7,871
- Acco Employee Stock Ownership Plan $1.4B · 1,397
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.1B · 1,700
- Agron, Inc. Employee Stock Ownership Plan $533M · 72
- Recology Employee Stock Ownership Plan $497M · 3,656
Marina Mechanical Services Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside California, the nearest ESOP by assets is Acentech Incorporated Employee Stock Employee Stock Ownership Plan in MA ($6M); by covered participants it is Shawver Well Company Employee Stock Ownership Plan in IA (20 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (20 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.