ESOP · DOL Form 5500 · 2023
Marx/Okubo Associates, Ltd. ESOP
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 178
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $133,567
- Avg per participant Near avg balance/head
Official DOL plan name: Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan · Sponsored by Marx/Okubo Associates, Ltd. · Colorado · Professional & Technical Services
$24M in assets, 178 participants
Marx/Okubo Associates, Ltd.'s Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan reported $24M in total assets and 178 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.
- #15,430 in Professional & Technical Services (20,321 peers)
Coverage in Colorado
Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan covers 178 participants in Colorado, about 47% of the average Colorado filer (state average ~376 per filing). Assets: $24M.
- #15,430
- in Professional & Technical Services (20,321 peers)
- -7.7%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan's outsized position by total assets
Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$23,774,922 Top 24% higher than 76% 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
Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan sits mid-pack in the medium band (178 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan reported net income fell from $605K in the plan year 2022 filing to -$2M in the plan year 2023 filing.
- Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan reported participants rose from 150 in the plan year 2022 filing to 178 in the plan year 2023 filing.
- Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan end-of-year assets fell from $26M in the plan year 2022 filing to $24M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 840887811 · Marx/Okubo Associates, Ltd. PY 2023 · ESOP
Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan · $24M · 178 · 76th
- EIN $24M
- RANK 178
- PHOTO 76th
- IND ESOP
- EOY near Visionist, Inc. Employee Stock Ownership Plan and Trust
- 5500 ind #15430
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 Colorado →
Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan in the asset neighbourhood
Colorado filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | -$2M |
| Employer EIN | 840887811 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Marx/Okubo Associates, Ltd.)
Sponsor-wide plan assets over time
All Marx/Okubo Associates, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $64M 24.48314911679732% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 357 | $52M |
| 2023 | 2 | 418 | $57M |
| 2024 | 2 | 420 | $64M |
Nearby ESOP Plans in Colorado
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Alpine Lumber Company Employee Stock Ownership Plan $385M · 581
- Trinidad Benham Corp. Employee Stock Ownership Plan $266M · 776
- Envision Management Holding, Inc. Employee Stock Ownership Plan $211M · 1,075
- Brown Strauss, Inc. Employee Stock Ownership Plan $209M · 206
- Hercules Industries, Inc. Employee Stock Ownership Plan $106M · 444
Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Colorado, the nearest ESOP by assets is Visionist, Inc. Employee Stock Ownership Plan and Trust in MD ($24M); by covered participants it is Agrivision, Inc. Employee Stock Ownership Plan in CA (178 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
Similar participant headcount
Nearest other-state filings by covered participants (178 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.