ESOP · DOL Form 5500 · 2023

Holbrook & Manter, Inc. ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
40
Participants Small participant base
70th
Percentile by assets National rank
$424,031
Avg per participant High balance/head
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Official DOL plan name: Holbrook & Manter Employee Stock Ownership Plan · Sponsored by Holbrook & Manter, Inc. · Ohio · Professional & Technical Services

$17M in assets, 40 participants

Holbrook & Manter, Inc.'s Holbrook & Manter Employee Stock Ownership Plan reported $17M in total assets and 40 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #14,028 in Professional & Technical Services (20,321 peers)

Holbrook & Manter, Inc. multi-year trail

Holbrook & Manter, Inc.'s plans moved +95.9% in assets from 2022 to 2024; this filing shows Holbrook & Manter Employee Stock Ownership Plan at $17M / 40 participants.

#14,028
in Professional & Technical Services (20,321 peers)
+64.5%
assets growth YoY

Holbrook & Manter Employee Stock Ownership Plan's outsized position by total assets

Holbrook & Manter Employee Stock Ownership Plan vs every filed plan by assets

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

$16,961,248 Top 30% higher than 70% 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

Holbrook & Manter 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. Holbrook & Manter Employee Stock Ownership Plan is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Holbrook & Manter Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Holbrook & Manter Employee Stock Ownership Plan reported net income rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Holbrook & Manter Employee Stock Ownership Plan reported participants rose from 33 in the plan year 2022 filing to 40 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 310998651 · Holbrook & Manter, Inc. PY 2023 · ESOP

Holbrook & Manter Employee Stock Ownership Plan · $17M · 40 · 70th

  • BOOK $17M
  • VS-ST 40
  • BOY 70th
  • SCH ESOP
  • EBSA near Sbna Holdings, Inc. Employee Stock Ownership Plan
  • PART ind #14028

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 →

Holbrook & Manter Employee Stock Ownership Plan in the asset neighbourhood

Pacific Aquascapes, Inc. Employee Stock Ownership PlanPacific Aquascapes, Inc. Emp…$17MJack B. Henderson Construction Company, Inc. Employee Stock Ownership PlanJack B. Henderson Constructi…$17MBills Electric, Inc. Employee Stock Ownership PlanBills Electric, Inc. Employe…$17MHolbrook & Manter Employee Stock Ownership PlanHolbrook & Manter Employee S…$17MSbna Holdings, Inc. Employee Stock Ownership PlanSbna Holdings, Inc. Employee…$17M
End-of-year total assets ($M) among Holbrook & Manter Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Holbrook & Manter, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Holbrook & Manter, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 95.924707981594% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $10.3M $20.2M ▲ +95.9%
Year Plans Participants Total Assets
2022 1 33 $10M
2023 1 40 $17M
2024 1 42 $20M

Holbrook & Manter, Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$7M
Employer EIN310998651
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Holbrook & Manter Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Holbrook & Manter Employee Stock Ownership Plan, Total assets ($B): 0.016961248 · Participants: 40Holbrook & Manter Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
Holbrook & Manter Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Holbrook & Manter Employee Stock Ownership Plan side-by-side with 3 peers →

Holbrook & Manter Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Sbna Holdings, Inc. Employee Stock Ownership Plan in TX ($17M); by covered participants it is Churchville Fire Equipment Corp. Employee Stock Ownership Plan in NY (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 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 Holbrook & Manter Employee Stock Ownership Plan assets move in 2023? ▼
Holbrook & Manter Employee Stock Ownership Plan surged - up 64.5% during 2023, from $10M to $17M. Reported net income was $7M.
How have Holbrook & Manter, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holbrook & Manter, Inc.'s sponsor-wide assets grew 95.9%, from $10M to $20M.
Which ESOP plans are similar in size to Holbrook & Manter Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Sbna Holdings, Inc. Employee Stock Ownership Plan in TX ($17M, 106 participants).
Which ESOP plans cover a similar participant headcount to Holbrook & Manter Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Churchville Fire Equipment Corp. Employee Stock Ownership Plan in NY (40 participants, $2M 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 310998651.

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.