ESOP · DOL Form 5500 · 2023

Mebs Holdings, Inc. ESOP

Data updated 2026-08-25

$226K
Total assets Small plan by assets
46
Participants Small participant base
12th
Percentile by assets National rank
$4,910
Avg per participant Low balance/head
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Official DOL plan name: Mebs Employee Stock Ownership Plan · Sponsored by Mebs Holdings, Inc. · Kentucky · Healthcare & Social Assistance

$226K in assets, 46 participants

Mebs Holdings, Inc.'s Mebs Employee Stock Ownership Plan reported $226K in total assets and 46 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,425 in Healthcare & Social Assistance (17,684 peers)

Mebs Holdings, Inc. multi-year trail

Mebs Holdings, Inc.'s plans moved -20.5% in assets from 2022 to 2024; this filing shows Mebs Employee Stock Ownership Plan at $226K / 46 participants.

#1,425
in Healthcare & Social Assistance (17,684 peers)
-65.5%
assets change YoY

The plan reported a net loss of $427K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mebs Employee Stock Ownership Plan among the smaller filed plans by assets

Mebs Employee Stock Ownership Plan vs every filed plan by assets

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

$225,873 12th percentile higher than 12% 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

Mebs 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. Mebs Employee Stock Ownership Plan is a small filing (46 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mebs Employee Stock Ownership Plan reported net income fell from -$48K in the plan year 2022 filing to -$427K in the plan year 2023 filing.
  • Mebs Employee Stock Ownership Plan end-of-year assets fell from $655K in the plan year 2022 filing to $226K in the plan year 2023 filing.
  • Mebs Employee Stock Ownership Plan reported participants fell from 50 in the plan year 2022 filing to 46 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 823626995 · Mebs Holdings, Inc. PY 2023 · ESOP

Mebs Employee Stock Ownership Plan · $226K · 46 · 12th

  • PHOTO $226K
  • IND 46
  • EOY 12th
  • 5500 ESOP
  • ASSETS near Nhi Employee Stock Ownership Plan
  • PCT ind #1425

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 Kentucky →

Mebs Employee Stock Ownership Plan in the asset neighbourhood

Mebs Employee Stock Ownership PlanMebs Employee Stock Ownershi…$226KNhi Employee Stock Ownership PlanNhi Employee Stock Ownership…$228KTriad Art Group, Inc. Employee Stock Ownership Plan and TrustTriad Art Group, Inc. Employ…$228KThe Brewing-Science Institute, Inc. Employee Stock Ownership PlanThe Brewing-Science Institut…$230KPac Manufacturing, Inc. Employee Stock Ownership PlanPac Manufacturing, Inc. Empl…$230K
End-of-year total assets ($M) among Mebs Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Mebs Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mebs Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$521K 20.45526717557252% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M 202220232024 $0.66M $0.52M ▼ -21.2%
Year Plans Participants Total Assets
2022 1 50 $655K
2023 1 46 $226K
2024 1 44 $521K

Mebs Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)$655K
Net Assets (End of Year)$191K
Net Income-$427K
Employer EIN823626995
Plan Effective Date2018-04-06
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Kentucky

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

Mebs Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -10123 Total assets ($B) Participants Mebs Employee Stock Ownership Plan, Total assets ($B): 0.000225873 · Participants: 46Mebs Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.325722921 · Participants: 6764Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.14680249 · Participants: 1080Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.126524729 · Participants: 1362Gray, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.104682343 · Participants: 489H & R Agri-Power Employee Stock Ownership PlanKentuckiana Comfort Center, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.094072192 · Participants: 650Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan
Mebs Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Mebs Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest ESOP by assets is Nhi Employee Stock Ownership Plan in CA ($228K); by covered participants it is Ten-E Packaging Services, Inc. Employee Stock Ownership Plan and Trust in MN (46 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (46 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 Mebs Employee Stock Ownership Plan assets move in 2023? ▼
Mebs Employee Stock Ownership Plan contracted severely - down 65.5% during 2023, from $655K to $226K. Reported net income was -$427K.
How have Mebs Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mebs Holdings, Inc.'s sponsor-wide assets declined 20.5%, from $655K to $521K.
Where does Mebs Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Mebs Employee Stock Ownership Plan ranks in the 12th 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 Mebs Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Nhi Employee Stock Ownership Plan in CA ($228K, 117 participants).
Which ESOP plans cover a similar participant headcount to Mebs Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ten-E Packaging Services, Inc. Employee Stock Ownership Plan and Trust in MN (46 participants, $10M 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 823626995.

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.