ESOP · DOL Form 5500 · 2023

Metropolitan Planning Group Employee Stock Ownership Plan ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
N/A
Participants Small participant base
24th
Percentile by assets National rank
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Official DOL plan name: Metropolitan Planning Group · Sponsored by Metropolitan Planning Group Employee Stock Ownership Plan · California · Professional & Technical Services

$1M in assets, N/A participants

Metropolitan Planning Group Employee Stock Ownership Plan's Metropolitan Planning Group reported $1M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,910 in Professional & Technical Services (20,321 peers)

Metropolitan Planning Group Employee Stock Ownership Plan multi-year trail

Metropolitan Planning Group Employee Stock Ownership Plan's plans moved +101.0% in assets from 2023 to 2024; this filing shows Metropolitan Planning Group at $1M / N/A participants.

#3,910
in Professional & Technical Services (20,321 peers)
$1M
reported net income

Metropolitan Planning Group among the smaller filed plans by assets

Metropolitan Planning Group vs every filed plan by assets

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

$1,042,050 24th percentile higher than 24% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Form 5500 schedule snapshot

Filing strip 205205208 · Metropolitan Planning Group Employee Stock Ownership Plan PY 2023 · ESOP

Metropolitan Planning Group · $1M · N/A · 24th

  • EIN $1M
  • RANK N/A
  • PHOTO 24th
  • IND ESOP
  • EOY near Bassett's Employees Profit Sharing and Stock Ownership Plan
  • 5500 ind #3910

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 California →

Metropolitan Planning Group in the asset neighbourhood

Metropolitan Planning Group$1MBassett's Employees Profit Sharing and Stock Ownership PlanBassett's Employees Profit S…$1MCreative Builders, Inc. Employee Stock Ownership PlanCreative Builders, Inc. Empl…$1MTrideum Corporation Employee Stock Ownership PlanTrideum Corporation Employee…$1MThe Home Lumber & Supply Co. Employee Stock Ownership PlanThe Home Lumber & Supply Co.…$1M
End-of-year total assets ($M) among Metropolitan Planning Group and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Metropolitan Planning Group Employee Stock Ownership Plan multi-year asset trail

Sponsor-wide plan assets over time

All Metropolitan Planning Group Employee Stock Ownership Plan plans reported in each filing year

Latest sponsor-wide plan assets
$2M 100.99438606592774% vs 2023
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 20232024 $1.04M $2.09M ▲ +101.0%
Year Plans Participants Total Assets
2023 1 N/A $1M
2024 1 42 $2M

Metropolitan Planning Group Employee Stock Ownership Plan filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$1M
Net Income$1M
Employer EIN205205208
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Metropolitan Planning Group vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Metropolitan Planning Group, Total assets ($B): 0.00104205 · Participants: 0Metropolitan Planning GroupParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Metropolitan Planning Group vs. nearby ESOP plans in California, assets vs. participants

Metropolitan Planning Group's closest out-of-state ESOP peers by assets

Outside California, the nearest ESOP by end-of-year assets is Bassett's Employees Profit Sharing and Stock Ownership Plan in OH at $1M (this filing: $1M).

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 have Metropolitan Planning Group Employee Stock Ownership Plan plan assets changed over time?
Across 2 plan years on file (2023-2024), Metropolitan Planning Group Employee Stock Ownership Plan's sponsor-wide assets grew 101.0%, from $1M to $2M.
Where does Metropolitan Planning Group rank by assets among Form 5500 filers?
Metropolitan Planning Group ranks in the 24th 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 Metropolitan Planning Group?
Among ESOP plans in other states, the closest by assets is Bassett's Employees Profit Sharing and Stock Ownership Plan in OH ($1M, 76 participants).