ESOP · DOL Form 5500 · 2023

Markey's Audio Visual Inc. ESOP

Data updated 2026-08-25

$62M
Total assets Below avg plan size
233
Participants Below avg headcount
88th
Percentile by assets National rank
$267,470
Avg per participant High balance/head
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Official DOL plan name: Markey's Audio/Visual Employee Stock Ownership Plan · Sponsored by Markey's Audio Visual Inc. · Indiana · Construction

$62M in assets, 233 participants

Markey's Audio Visual Inc.'s Markey's Audio/Visual Employee Stock Ownership Plan reported $62M in total assets and 233 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,732 in Construction (9,030 peers)

Coverage in Indiana

Markey's Audio/Visual Employee Stock Ownership Plan covers 233 participants in Indiana, about 43% of the average Indiana filer (state average ~541 per filing). Assets: $62M.

#7,732
in Construction (9,030 peers)
+45.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Markey's Audio/Visual Employee Stock Ownership Plan's outsized position by total assets

Markey's Audio/Visual Employee Stock Ownership Plan vs every filed plan by assets

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

$62,320,453 Top 12% higher than 88% 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

Markey's Audio/Visual 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. Markey's Audio/Visual Employee Stock Ownership Plan sits mid-pack in the medium band (233 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Markey's Audio/Visual Employee Stock Ownership Plan reported net income rose from $12M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Markey's Audio/Visual Employee Stock Ownership Plan reported participants rose from 153 in the plan year 2022 filing to 233 in the plan year 2023 filing.
  • Markey's Audio/Visual Employee Stock Ownership Plan end-of-year assets rose from $43M in the plan year 2022 filing to $62M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 351467871 · Markey's Audio Visual Inc. PY 2023 · ESOP

Markey's Audio/Visual Employee Stock Ownership Plan · $62M · 233 · 88th

  • VS-ST $62M
  • VS-ST 233
  • VS-ST 88th
  • VS-ST ESOP
  • VS-ST near G.W. Lisk Company, Inc. Employee Stock Ownership Plan
  • VS-ST ind #7732

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 Indiana →

Markey's Audio/Visual Employee Stock Ownership Plan in the asset neighbourhood

Dondlinger & Sons Construction Co., Inc. Employee Stock Ownership PlanDondlinger & Sons Constructi…$63MMarkey's Audio/Visual Employee Stock Ownership PlanMarkey's Audio/Visual Employ…$62MG.W. Lisk Company, Inc. Employee Stock Ownership PlanG.W. Lisk Company, Inc. Empl…$62MEmployees' Stock Ownership Plan of Cenlar Capital CorporationEmployees' Stock Ownership P…$62MHolborn Corporation Employee Stock Ownership PlanHolborn Corporation Employee…$62M
End-of-year total assets ($M) among Markey's Audio/Visual Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$60M
Net Income$20M
Employer EIN351467871
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Markey's Audio Visual Inc.)

Sponsor-wide plan assets over time

All Markey's Audio Visual Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$106M 80.40222510777126% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $58.6M $106M ▲ +80.4%
Year Plans Participants Total Assets
2022 2 339 $59M
2023 2 504 $83M
2024 2 567 $106M

Nearby ESOP Plans in Indiana

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

Markey's Audio/Visual Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. 01000200030004000 -0.500.511.522.5 Total assets ($B) Participants Markey's Audio/Visual Employee Stock Ownership Plan, Total assets ($B): 0.062320453 · Participants: 233Markey's Audio/Visual Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.921766853 · Participants: 3535Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.36648086 · Participants: 487Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.364505967 · Participants: 1242Nibco Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.138902309 · Participants: 363Superior Industrial Solutions, Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.135390454 · Participants: 558Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan
Markey's Audio/Visual Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Markey's Audio/Visual Employee Stock Ownership Plan side-by-side with 3 peers →

Markey's Audio/Visual Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is G.W. Lisk Company, Inc. Employee Stock Ownership Plan in NY ($62M); by covered participants it is J. P. Express Employee Stock Ownership Plan in NY (233 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (233 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 Markey's Audio/Visual Employee Stock Ownership Plan assets move in 2023? ▼
Markey's Audio/Visual Employee Stock Ownership Plan surged - up 45.6% during 2023, from $43M to $62M. Reported net income was $20M.
How have Markey's Audio Visual Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Markey's Audio Visual Inc.'s sponsor-wide assets grew 80.4%, from $59M to $106M.
Where does Markey's Audio/Visual Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Markey's Audio/Visual Employee Stock Ownership Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Markey's Audio/Visual Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is G.W. Lisk Company, Inc. Employee Stock Ownership Plan in NY ($62M, 541 participants).
Which ESOP plans cover a similar participant headcount to Markey's Audio/Visual Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is J. P. Express Employee Stock Ownership Plan in NY (233 participants, $55M 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 351467871.

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.