ESOP · DOL Form 5500 · 2023
Munro Associates, LLC ESOP
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 31st
- Percentile by assets National rank
Official DOL plan name: The Vault Employee Stock Ownership Plan · Sponsored by Munro Associates, LLC · Massachusetts · Retail Trade
$2M in assets, N/A participants
Munro Associates, LLC's The Vault Employee Stock Ownership Plan reported $2M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.
- #3,657 in Retail Trade (8,414 peers)
Munro Associates, LLC multi-year trail
Munro Associates, LLC's plans moved +38.3% in assets from 2023 to 2024; this filing shows The Vault Employee Stock Ownership Plan at $2M / N/A participants.
- #3,657
- in Retail Trade (8,414 peers)
- -$7M
- reported net income
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Vault Employee Stock Ownership Plan among the smaller filed plans by assets
The Vault Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,178,000 31st percentile higher than 31% of 127,068 filed plans
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.
Plan-year Form 5500 strip
Filing strip 832236376 · Munro Associates, LLC PY 2023 · ESOP
The Vault Employee Stock Ownership Plan · $2M · N/A · 31st
- IND $2M
- EOY N/A
- 5500 31st
- ASSETS ESOP
- PCT near Voorwood Company Employee Stock Ownership Plan
- EIN ind #3657
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 Massachusetts →
The Vault Employee Stock Ownership Plan in the asset neighbourhood
Munro Associates, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Munro Associates, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 38.333792470156105% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | N/A | $2M |
| 2024 | 1 | 43 | $3M |
Munro Associates, LLC filing trail (2023)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | -$7M |
| Net Income | -$7M |
| Employer EIN | 832236376 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Massachusetts
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Consigli Building Group Employee Stock Ownership Plan $612M · 1,511
- The Gillette Company Employee Stock Ownership Plan $349M · 174
- Shawmut Group Employee Stock Ownership Plan $274M · 716
- First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan $245M · 641
- Eastern Bank Employee Stock Ownership Plan $213M · 1,778
The Vault Employee Stock Ownership Plan's closest out-of-state ESOP peers by assets
Outside Massachusetts, the nearest ESOP by end-of-year assets is Voorwood Company Employee Stock Ownership Plan in CA at $2M (this filing: $2M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.