ESOP · DOL Form 5500 · 2023
Rancho Trade Incorporated Dba Mary's Tack & Feed ESOP
Data updated 2026-08-11
- $827K
- Total assets
- 42
- Participants
- 22nd
- Percentile by assets
- $19,680
- Avg per participant
Official DOL plan name: Mary's Tack & Feed Employee Stock Ownership Plan · Sponsored by Rancho Trade Incorporated Dba Mary's Tack & Feed · California · Retail Trade
$827K in assets, 42 participants
Rancho Trade Incorporated Dba Mary's Tack & Feed's Mary's Tack & Feed Employee Stock Ownership Plan reported $827K in total assets and 42 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.
- 22nd percentile by assets (of 127,072 plans)
- #2,886 in Retail Trade (8,414 peers)
Rancho Trade Incorporated Dba Mary's Tack & Feed multi-year trail
Rancho Trade Incorporated Dba Mary's Tack & Feed's plans moved +23.8% in assets from 2022 to 2024; this filing shows Mary's Tack & Feed Employee Stock Ownership Plan at $827K / 42 participants.
- $827K
- total plan assets (2023 EOY)
- 42
- covered participants
- 22nd
- percentile by assets (of 127,072 plans)
- $19,680
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mary's Tack & Feed Employee Stock Ownership Plan reported net income fell from $340K in the plan year 2022 filing to $169K in the plan year 2023 filing.
- Mary's Tack & Feed Employee Stock Ownership Plan end-of-year assets rose from $658K in the plan year 2022 filing to $827K in the plan year 2023 filing.
- Mary's Tack & Feed Employee Stock Ownership Plan reported participants fell from 45 in the plan year 2022 filing to 42 in the plan year 2023 filing.
Rancho Trade Incorporated Dba Mary's Tack & Feed across 3 plan years on file
Across the 3 plan years Rancho Trade Incorporated Dba Mary's Tack & Feed has on file (2022-2024), sponsor-wide plan assets have moved from $658K to $814K, a gain of 23.8%, while reported participants moved from 45 to 40 (-11.1%). Peak year by sponsor assets: 2023 ($827K); trough: 2022 ($658K).
Rancho Trade Incorporated Dba Mary's Tack & Feed multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 45 | $658K |
| 2023 | 1 | 42 | $827K |
| 2024 | 1 | 40 | $814K |
Rancho Trade Incorporated Dba Mary's Tack & Feed filing trail (2023)
| Total Assets (Beginning of Year) | $658K |
|---|---|
| Net Assets (End of Year) | $827K |
| Net Income | $169K |
| Employer EIN | 953414522 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
Mary's Tack & Feed Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
- Parsons Employee Stock Ownership Plan $3.8B · 7,871
- Acco Employee Stock Ownership Plan $1.4B · 1,397
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.1B · 1,700
- Agron, Inc. Employee Stock Ownership Plan $533M · 72
- Recology Employee Stock Ownership Plan $497M · 3,656
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Mary's Tack & Feed Employee Stock Ownership Plan by total assets, not by location.
- Zmac Transportation Solutions, LLC Employee Stock Ownership Plan (WI) $828K · 87
- Paul K. Guillow, Inc. Employee Stock Ownership Plan and Trust (MA) $823K · 23
- Nielsen Norman Group Employee Stock Ownership Plan (DE) $831K · 23
- Rochester Midland Corporation Employee Stock Ownership Plan (NY) $821K · 245
Frequently Asked Questions
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Next read for Mary's Tack & Feed Employee Stock Owners…
Multi-year trail
Ways to act on Mary's Tack & Feed Employee Stock Ownership Plan's numbers.
- By total assets, Mary's Tack & Feed Employee Stock Ownership Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- Rancho Trade Incorporated Dba Mary's Tack & Feed's sponsor-wide assets have grown 23.8% since 2022 across 3 plan years on file. More Retail Trade plans