ESOP · DOL Form 5500 · 2023

Marion Mold & Tool, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
40
Participants Small participant base
38th
Percentile by assets National rank
$84,616
Avg per participant Below avg balance/head
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Official DOL plan name: Marion Mold & Tool Employee Stock Ownership Plan · Sponsored by Marion Mold & Tool, Inc. · Virginia · Manufacturing

$3M in assets, 40 participants

Marion Mold & Tool, Inc.'s Marion Mold & Tool Employee Stock Ownership Plan reported $3M in total assets and 40 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #3,900 in Manufacturing (18,722 peers)

Marion Mold & Tool, Inc. multi-year trail

Marion Mold & Tool, Inc.'s plans moved +10.9% in assets from 2022 to 2024; this filing shows Marion Mold & Tool Employee Stock Ownership Plan at $3M / 40 participants.

#3,900
in Manufacturing (18,722 peers)
+4.1%
assets growth YoY

Marion Mold & Tool Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Marion Mold & Tool Employee Stock Ownership Plan vs every filed plan by assets

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

$3,384,649 38th percentile higher than 38% 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

Marion Mold & Tool 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. Marion Mold & Tool 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

  • Marion Mold & Tool Employee Stock Ownership Plan reported net income rose from $129K in the plan year 2022 filing to $307K in the plan year 2023 filing.
  • Marion Mold & Tool Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Marion Mold & Tool Employee Stock Ownership Plan reported participants fell from 41 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 541139227 · Marion Mold & Tool, Inc. PY 2023 · ESOP

Marion Mold & Tool Employee Stock Ownership Plan · $3M · 40 · 38th

  • NET $3M
  • BOOK 40
  • VS-ST 38th
  • BOY ESOP
  • SCH near Wvs Financial Corp. Employee Stock Ownership Plan
  • EBSA ind #3900

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 Virginia →

Marion Mold & Tool Employee Stock Ownership Plan in the asset neighbourhood

Marion Mold & Tool Employee Stock Ownership PlanMarion Mold & Tool Employee …$3MWvs Financial Corp. Employee Stock Ownership PlanWvs Financial Corp. Employee…$3MMarketing Results Nevada Corp. Employee Stock Ownership PlanMarketing Results Nevada Cor…$3MMarengo Tool & Die Works, Inc. Employee Stock Ownership PlanMarengo Tool & Die Works, In…$3MHome Federal Savings and Loan Association of Grand Island EmployeeHome Federal Savings and Loa…$3M
End-of-year total assets ($M) among Marion Mold & Tool Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Marion Mold & Tool, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Marion Mold & Tool, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 10.911252761045722% vs 2022
2024 filing year
$3.2M$3.4M$3.6M$3.8M 202220232024 $3.25M $3.61M ▲ +11.1%
Year Plans Participants Total Assets
2022 1 41 $3M
2023 1 40 $3M
2024 1 41 $4M

Marion Mold & Tool, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$307K
Employer EIN541139227
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Virginia

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

Marion Mold & Tool Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Marion Mold & Tool Employee Stock Ownership Plan, Total assets ($B): 0.003384649 · Participants: 40Marion Mold & Tool Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.200416394 · Participants: 6866Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.351932601 · Participants: 1751The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($B): 0.331314714 · Participants: 1782American Systems Corporation Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.321520666 · Participants: 1652Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.320954252 · Participants: 444New River Electrical Corporation Employee Stock Ownership Plan
Marion Mold & Tool Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Marion Mold & Tool Employee Stock Ownership Plan side-by-side with 3 peers →

Marion Mold & Tool Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Wvs Financial Corp. Employee Stock Ownership Plan in PA ($3M); 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 Marion Mold & Tool Employee Stock Ownership Plan assets move in 2023? ▼
Marion Mold & Tool Employee Stock Ownership Plan edged up modestly - up 4.1% during 2023, from $3M to $3M. Reported net income was $307K.
How have Marion Mold & Tool, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marion Mold & Tool, Inc.'s sponsor-wide assets grew 10.9%, from $3M to $4M.
Which ESOP plans are similar in size to Marion Mold & Tool Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Wvs Financial Corp. Employee Stock Ownership Plan in PA ($3M, 25 participants).
Which ESOP plans cover a similar participant headcount to Marion Mold & Tool 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 541139227.

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.