ESOP · DOL Form 5500 · 2023

Martin/Brattrud, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
173
Participants Small participant base
61st
Percentile by assets National rank
$65,732
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Martin/Brattrud, Inc. Employee Stock Ownership Plan · Sponsored by Martin/Brattrud, Inc. · California · Manufacturing

$11M in assets, 173 participants

Martin/Brattrud, Inc.'s Martin/Brattrud, Inc. Employee Stock Ownership Plan reported $11M in total assets and 173 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #9,044 in Manufacturing (18,722 peers)

Coverage in California

Martin/Brattrud, Inc. Employee Stock Ownership Plan covers 173 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $11M.

#9,044
in Manufacturing (18,722 peers)
+13.6%
assets growth YoY

Martin/Brattrud, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Martin/Brattrud, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$11,371,566 Top 39% higher than 61% 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

Martin/Brattrud, Inc. 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. Martin/Brattrud, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (173 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Martin/Brattrud, Inc. Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Martin/Brattrud, Inc. Employee Stock Ownership Plan reported participants rose from 160 in the plan year 2022 filing to 173 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 953134229 · Martin/Brattrud, Inc. PY 2023 · ESOP

Martin/Brattrud, Inc. Employee Stock Ownership Plan · $11M · 173 · 61st

  • ASSETS $11M
  • ASSETS 173
  • ASSETS 61st
  • ASSETS ESOP
  • ASSETS near The Elliott Company Employee Stock Ownership Plan
  • ASSETS ind #9044

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 →

Martin/Brattrud, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Mechworks Mechanical Contractors Inc Employee Stock Ownership PlanMechworks Mechanical Contrac…$11MMartin/Brattrud, Inc. Employee Stock Ownership PlanMartin/Brattrud, Inc. Employ…$11MThe Elliott Company Employee Stock Ownership PlanThe Elliott Company Employee…$11MGai Employee Stock Ownership PlanGai Employee Stock Ownership…$11MMidwest Equipment Company Employee Stock Ownership PlanMidwest Equipment Company Em…$11M
End-of-year total assets ($M) among Martin/Brattrud, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN953134229
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Martin/Brattrud, Inc.)

Sponsor-wide plan assets over time

All Martin/Brattrud, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 8.80344199158965% vs 2022
2024 filing year
$11M$12M$13M$14M 202220232024 $12.6M $13.7M ▲ +8.8%
Year Plans Participants Total Assets
2022 2 275 $13M
2023 1 173 $11M
2024 1 163 $14M

Nearby ESOP Plans in California

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

Martin/Brattrud, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Martin/Brattrud, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.011371566 · Participants: 173Martin/Brattrud, Inc. Employee Stock Ownership PlanParsons 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
Martin/Brattrud, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Martin/Brattrud, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Martin/Brattrud, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is The Elliott Company Employee Stock Ownership Plan in KY ($11M); by covered participants it is Gha Technologies, Inc. Employee Stock Ownership Plan in AZ (173 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (173 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 Martin/Brattrud, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Martin/Brattrud, Inc. Employee Stock Ownership Plan grew at a solid clip - up 13.6% during 2023, from $10M to $11M. Reported net income was $1M.
How have Martin/Brattrud, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Martin/Brattrud, Inc.'s sponsor-wide assets grew 8.8%, from $13M to $14M.
Which ESOP plans are similar in size to Martin/Brattrud, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Elliott Company Employee Stock Ownership Plan in KY ($11M, 205 participants).
Which ESOP plans cover a similar participant headcount to Martin/Brattrud, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Gha Technologies, Inc. Employee Stock Ownership Plan in AZ (173 participants, $26M 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 953134229.

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.