ESOP · DOL Form 5500 · 2023

Millwork by Design, Inc. ESOP

Data updated 2026-08-25

$201K
Total assets Small plan by assets
30
Participants Small participant base
11th
Percentile by assets National rank
$6,699
Avg per participant Low balance/head
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Official DOL plan name: Millwork by Design, Inc. Employee Stock Ownership Plan · Sponsored by Millwork by Design, Inc. · Arizona · Manufacturing

$201K in assets, 30 participants

Millwork by Design, Inc.'s Millwork by Design, Inc. Employee Stock Ownership Plan reported $201K in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 11th 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.

  • #777 in Manufacturing (18,722 peers)

What the 2023 filing shows

Millwork by Design, Inc. Employee Stock Ownership Plan holds $201K for 30 participants - about $6,699 per participant, among the smaller plans by assets on file.

#777
in Manufacturing (18,722 peers)
-1.2%
assets change YoY

The plan reported a net loss of $2K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Millwork by Design, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Millwork by Design, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$200,978 11th percentile higher than 11% 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

Millwork by Design, 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. Millwork by Design, Inc. Employee Stock Ownership Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Millwork by Design, Inc. Employee Stock Ownership Plan reported net income fell from -$54 in the plan year 2022 filing to -$2K in the plan year 2023 filing.
  • Millwork by Design, Inc. Employee Stock Ownership Plan reported participants rose from 24 in the plan year 2022 filing to 30 in the plan year 2023 filing.
  • Millwork by Design, Inc. Employee Stock Ownership Plan end-of-year assets fell from $203K in the plan year 2022 filing to $201K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 753097265 · Millwork by Design, Inc. PY 2023 · ESOP

Millwork by Design, Inc. Employee Stock Ownership Plan · $201K · 30 · 11th

  • PHOTO $201K
  • PHOTO 30
  • PHOTO 11th
  • PHOTO ESOP
  • PHOTO near Bender Medical Group, Inc. Employee Stock Ownership Plan
  • PHOTO ind #777

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 Arizona →

Millwork by Design, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Millwork by Design, Inc. Employee Stock Ownership PlanMillwork by Design, Inc. Emp…$201KBender Medical Group, Inc. Employee Stock Ownership PlanBender Medical Group, Inc. E…$201KSouthstar Engineering & Consulting, Inc. ESOPSouthstar Engineering & Cons…$200KCustom Profile Holdings, Inc. Employee Stock Ownership PlanCustom Profile Holdings, Inc…$200KHot Frog Print & Media, Inc. Employee Stock Ownership PlanHot Frog Print & Media, Inc.…$200K
End-of-year total assets ($M) among Millwork by Design, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$203K
Net Assets (End of Year)$201K
Net Income-$2K
Employer EIN753097265
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Millwork by Design, Inc.)

Sponsor-wide plan assets over time

All Millwork by Design, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.1M$0.2M$0.3M 202220232024 $0.2M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 24 $203K
2023 1 30 $201K
2024 1 22 N/A

Nearby ESOP Plans in Arizona

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

Millwork by Design, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.5 Total assets ($B) Participants Millwork by Design, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000200978 · Participants: 30Millwork by Design, Inc. Employee Stock Ownership PlanThe Sundt Companies Employee Stock Ownership Plan, Total assets ($B): 1.064355538 · Participants: 2392The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($B): 0.61854692 · Participants: 19740U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.313228026 · Participants: 253Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($B): 0.216174467 · Participants: 1057Pima Medical Institute Employee Stock Ownership PlanWilson Electric Services Corp. Employee Stock Ownership Plan, Total assets ($B): 0.167298665 · Participants: 726Wilson Electric Services Corp. Employee Stock Ownership Plan
Millwork by Design, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Millwork by Design, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Millwork by Design, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Arizona, the nearest ESOP by assets is Bender Medical Group, Inc. Employee Stock Ownership Plan in CO ($201K); by covered participants it is Blue Ridge Aquaculture, Inc. Employee Stock Ownership Plan in VA (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 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 Millwork by Design, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Millwork by Design, Inc. Employee Stock Ownership Plan edged down modestly - down 1.2% during 2023, from $203K to $201K. Reported net income was -$2K.
Where does Millwork by Design, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Millwork by Design, Inc. Employee Stock Ownership Plan ranks in the 11th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Millwork by Design, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bender Medical Group, Inc. Employee Stock Ownership Plan in CO ($201K, 50 participants).
Which ESOP plans cover a similar participant headcount to Millwork by Design, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Blue Ridge Aquaculture, Inc. Employee Stock Ownership Plan in VA (30 participants, N/A 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 753097265.

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.