ESOP · DOL Form 5500 · 2022

Marsh, Berry & Company, Inc. ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
126
Participants Small participant base
73rd
Percentile by assets National rank
$119,958
Avg per participant Near avg balance/head
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Official DOL plan name: Marsh, Berry & Company, Inc. Employee Stock Ownership Plan · Sponsored by Marsh, Berry & Company, Inc. · Ohio · Professional & Technical Services

$15M in assets, 126 participants

Marsh, Berry & Company, Inc.'s Marsh, Berry & Company, Inc. Employee Stock Ownership Plan reported $15M in total assets and 126 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #15,576 in Professional & Technical Services (21,562 peers)

Coverage in Ohio

Marsh, Berry & Company, Inc. Employee Stock Ownership Plan covers 126 participants in Ohio, about 16% of the average Ohio filer (state average ~765 per filing). Assets: $15M.

#15,576
in Professional & Technical Services (21,562 peers)
-83.4%
assets change YoY

The plan reported a net loss of $72M 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's outsized position by total assets

Marsh, Berry & Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$15,114,768 Top 27% higher than 73% 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

Marsh, Berry & Company, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 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 (126 participants).

EBSA filing schedule strip

Filing strip 341190957 · Marsh, Berry & Company, Inc. PY 2022 · ESOP

Marsh, Berry & Company, Inc. Employee Stock Ownership Plan · $15M · 126 · 73rd

  • NET $15M
  • BOOK 126
  • VS-ST 73rd
  • BOY ESOP
  • SCH near Ecm Holding Group, Inc. Employee Stock Ownership Plan
  • EBSA ind #15576

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 →

Marsh, Berry & Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

The Gordon Highlander Corporation Employee Stock Ownership PlanThe Gordon Highlander Corpor…$15MThe Beistle Company Employee Stock Ownership PlanThe Beistle Company Employee…$15MMarsh, Berry & Company, Inc. Employee Stock Ownership PlanMarsh, Berry & Company, Inc.…$15MEcm Holding Group, Inc. Employee Stock Ownership PlanEcm Holding Group, Inc. Empl…$15MSoutheast Power Systems, Inc. Employee Stock Ownership PlanSoutheast Power Systems, Inc…$15M
End-of-year total assets ($M) among Marsh, Berry & Company, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$91M
Net Assets (End of Year)$15M
Net Income-$72M
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 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Marsh, Berry & Company, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.015114768 · Participants: 126Marsh, Berry & Company, Inc. Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.972067387 · Participants: 30782Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.386806135 · Participants: 1000The Garland Industries, Inc. Employee Stock Ownership Plan & TrustAdvanced Drainage Systems, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.559381199 · Participants: 3337Advanced Drainage Systems, Inc. Employee Stock Ownership PlanMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.556639229 · Participants: 808Messer Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.444757925 · Participants: 407Cleveland 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 out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Ecm Holding Group, Inc. Employee Stock Ownership Plan in WI ($15M); by covered participants it is Breakside Brewery, Inc. Employee Stock Ownership Plan in OR (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 participants); asset peers above are excluded.

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 Marsh, Berry & Company, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Marsh, Berry & Company, Inc. Employee Stock Ownership Plan contracted severely - down 83.4% during 2022, from $91M to $15M. Reported net income was -$72M.
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 are similar in size to Marsh, Berry & Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ecm Holding Group, Inc. Employee Stock Ownership Plan in WI ($15M, 119 participants).
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 Breakside Brewery, Inc. Employee Stock Ownership Plan in OR (126 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 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.