ESOP · DOL Form 5500 · 2022

Malk Employee Stock Ownership Plan ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
112
Participants Small participant base
63rd
Percentile by assets National rank
$80,741
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Malk Employee Stock Ownership Plan · Sponsored by Malk Employee Stock Ownership Plan · California · Professional & Technical Services

$9M in assets, 112 participants

Malk Employee Stock Ownership Plan's Malk Employee Stock Ownership Plan reported $9M in total assets and 112 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #13,236 in Professional & Technical Services (21,562 peers)

Coverage in California

Malk Employee Stock Ownership Plan covers 112 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $9M.

#13,236
in Professional & Technical Services (21,562 peers)
-9.7%
assets change YoY

Malk Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Malk Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$9,043,008 Top 37% higher than 63% of 139,123 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 2022

Malk Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Malk Employee Stock Ownership Plan sits mid-pack in the medium band (112 participants).

EBSA filing schedule strip

Filing strip 464784414 · Malk Employee Stock Ownership Plan PY 2022 · ESOP

Malk Employee Stock Ownership Plan · $9M · 112 · 63rd

  • TYPE $9M
  • NET 112
  • BOOK 63rd
  • VS-ST ESOP
  • BOY near Public Affairs Support Services, Inc. Employee Stock Ownership Plan
  • SCH ind #13236

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 →

Malk Employee Stock Ownership Plan in the asset neighbourhood

Commercial Bank of Mott Employee Stock Ownership PlanCommercial Bank of Mott Empl…$9MMckay's Market Employee Stock Ownership PlanMckay's Market Employee Stoc…$9MMalk Employee Stock Ownership PlanMalk Employee Stock Ownershi…$9MPublic Affairs Support Services, Inc. Employee Stock Ownership PlanPublic Affairs Support Servi…$9MMeridian Corporation Employee Stock Ownership PlanMeridian Corporation Employe…$9M
End-of-year total assets ($M) among Malk Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$4M
Net Income$2M
Employer EIN464784414
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Malk Employee Stock Ownership Plan)

Sponsor-wide plan assets over time

All Malk Employee Stock Ownership Plan plans reported in each filing year

Latest sponsor-wide plan assets
$12M 36.68117953672053% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $9.04M $12.4M ▲ +36.7%
Year Plans Participants Total Assets
2022 1 112 $9M
2023 1 95 $11M
2024 1 69 $12M

Nearby ESOP Plans in California

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

Malk Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Malk Employee Stock Ownership Plan, Total assets ($B): 0.009043008 · Participants: 112Malk Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Malk Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

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

Outside California, the nearest ESOP by assets is Public Affairs Support Services, Inc. Employee Stock Ownership Plan in VA ($9M); by covered participants it is Mjw Consolidated, Inc. Employee Stock Ownership Plan in FL (112 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Malk Employee Stock Ownership Plan assets move in 2022?
Malk Employee Stock Ownership Plan pulled back noticeably - down 9.7% during 2022, from $10M to $9M. Reported net income was $2M.
How have Malk Employee Stock Ownership Plan plan assets changed over time?
Across 3 plan years on file (2022-2024), Malk Employee Stock Ownership Plan's sponsor-wide assets grew 36.7%, from $9M to $12M.
Which ESOP plans are similar in size to Malk Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Public Affairs Support Services, Inc. Employee Stock Ownership Plan in VA ($9M, 32 participants).
Which ESOP plans cover a similar participant headcount to Malk Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Mjw Consolidated, Inc. Employee Stock Ownership Plan in FL (112 participants, $45M in assets).