ESOP · DOL Form 5500 · 2023

Mark Development Company, Inc. ESOP

Data updated 2026-08-25

$950K
Total assets Small plan by assets
33
Participants Small participant base
23rd
Percentile by assets National rank
$28,790
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Heritage Homes Employee Stock Ownership Plan · Sponsored by Mark Development Company, Inc. · North Dakota · Construction

$950K in assets, 33 participants

Mark Development Company, Inc.'s Heritage Homes Employee Stock Ownership Plan reported $950K in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,914 in Construction (9,030 peers)

Mark Development Company, Inc. multi-year trail

Mark Development Company, Inc.'s plans moved +107.7% in assets from 2023 to 2024; this filing shows Heritage Homes Employee Stock Ownership Plan at $950K / 33 participants.

#1,914
in Construction (9,030 peers)
+100.0%
assets growth YoY

Heritage Homes Employee Stock Ownership Plan among the smaller filed plans by assets

Heritage Homes Employee Stock Ownership Plan vs every filed plan by assets

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

$950,071 23rd percentile higher than 23% 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

Heritage Homes Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heritage Homes Employee Stock Ownership Plan is a small filing (33 participants) on this national headcount ladder.

DOL schedule card

Filing strip 450443839 · Mark Development Company, Inc. PY 2023 · ESOP

Heritage Homes Employee Stock Ownership Plan · $950K · 33 · 23rd

  • VS-ST $950K
  • BOY 33
  • SCH 23rd
  • EBSA ESOP
  • PART near Combustion Research and Flow Technology, Inc Employee Stock Ownership Plan
  • TYPE ind #1914

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 North Dakota →

Heritage Homes Employee Stock Ownership Plan in the asset neighbourhood

Heritage Homes Employee Stock Ownership PlanHeritage Homes Employee Stoc…$950KCombustion Research and Flow Technology, Inc Employee Stock Ownership PlanCombustion Research and Flow…$950KStewarts Ambulance Service, Inc. Employee Stock Ownership PlanStewarts Ambulance Service, …$950KAlton Steel, Inc. Employee Stock Ownership PlanAlton Steel, Inc. Employee S…$950KMeasurement Analysis Corporation Employee Stock Ownership PlanMeasurement Analysis Corpora…$950K
End-of-year total assets ($M) among Heritage Homes Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Mark Development Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mark Development Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 107.65005983763318% vs 2023
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 20232024 $0.95M $1.97M ▲ +107.4%
Year Plans Participants Total Assets
2023 1 33 $950K
2024 1 34 $2M

Mark Development Company, Inc. filing trail (2023)

Total Assets (Beginning of Year)$475K
Net Assets (End of Year)$950K
Net Income$475K
Employer EIN450443839
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in North Dakota

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

Heritage Homes Employee Stock Ownership Plan vs. nearby ESOP plans in North Dakota, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants Heritage Homes Employee Stock Ownership Plan, Total assets ($B): 0.000950071 · Participants: 33Heritage Homes Employee Stock Ownership PlanBorder States Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.176759361 · Participants: 2973Border States Industries, Inc. Employee Stock Ownership PlanScheels Employee Stock Ownership Plan, Total assets ($B): 0.837710398 · Participants: 4597Scheels Employee Stock Ownership PlanDakota Supply Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.229795263 · Participants: 767Dakota Supply Group, Inc. Employee Stock Ownership PlanUlteig, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.158672448 · Participants: 901Ulteig, Inc. Employee Stock Ownership PlanFrontier Precision, Inc Employee Stock Ownership Plan, Total assets ($B): 0.086685795 · Participants: 90Frontier Precision, Inc Employee Stock Ownership Plan
Heritage Homes Employee Stock Ownership Plan vs. nearby ESOP plans in North Dakota, assets vs. participants
Compare Heritage Homes Employee Stock Ownership Plan side-by-side with 3 peers →

Heritage Homes Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Dakota, the nearest ESOP by assets is Combustion Research and Flow Technology, Inc Employee Stock Ownership Plan in PA ($950K); by covered participants it is Mcfarling Foods, Inc. Employee Stock Ownership Plan II in IN (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 Heritage Homes Employee Stock Ownership Plan assets move in 2023? ▼
Heritage Homes Employee Stock Ownership Plan surged - up 100.0% during 2023, from $475K to $950K. Reported net income was $475K.
How have Mark Development Company, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Mark Development Company, Inc.'s sponsor-wide assets grew 107.7%, from $950K to $2M.
Where does Heritage Homes Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Heritage Homes Employee Stock Ownership Plan ranks in the 23rd 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 Heritage Homes Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Combustion Research and Flow Technology, Inc Employee Stock Ownership Plan in PA ($950K, 28 participants).
Which ESOP plans cover a similar participant headcount to Heritage Homes Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mcfarling Foods, Inc. Employee Stock Ownership Plan II in IN (33 participants, N/A 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 450443839.

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.