ESOP · DOL Form 5500 · 2022

Martell Services Group, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
277
Participants Below avg headcount
54th
Percentile by assets National rank
$21,805
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Martell Services Group, Inc. Employee Stock Ownership Plan · Sponsored by Martell Services Group, Inc. · Indiana · Construction

$6M in assets, 277 participants

Martell Services Group, Inc.'s Martell Services Group, Inc. Employee Stock Ownership Plan reported $6M in total assets and 277 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #5,360 in Construction (9,927 peers)

Martell Services Group, Inc. multi-year trail

Martell Services Group, Inc.'s plans moved -98.0% in assets from 2022 to 2024; this filing shows Martell Services Group, Inc. Employee Stock Ownership Plan at $6M / 277 participants.

#5,360
in Construction (9,927 peers)
-22.0%
assets change YoY

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.

Martell Services Group, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Martell Services Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$6,040,000 Top 46% higher than 54% 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

Martell Services Group, Inc. 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. Martell Services Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (277 participants).

EBSA filing schedule strip

Filing strip 061675328 · Martell Services Group, Inc. PY 2022 · ESOP

Martell Services Group, Inc. Employee Stock Ownership Plan · $6M · 277 · 54th

  • BOOK $6M
  • BOOK 277
  • BOOK 54th
  • BOOK ESOP
  • BOOK near Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust
  • BOOK ind #5360

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 Indiana →

Martell Services Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Duffey Southeast Holdings, Inc. Employee Stock Ownership PlanDuffey Southeast Holdings, I…$6MMessinger Mortuary & Chapel, Inc. Employee Stock Ownership TrustMessinger Mortuary & Chapel,…$6MMartell Services Group, Inc. Employee Stock Ownership PlanMartell Services Group, Inc.…$6MBulldog Sales Company, Inc. Employee Stock Ownership PlanBulldog Sales Company, Inc. …$6MTerra Dynamics Inc ESOP$6M
End-of-year total assets ($M) among Martell Services Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Martell Services Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Martell Services Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$120K 98.01324503311258% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $6.04M $0.12M ▼ -98.0%
Year Plans Participants Total Assets
2022 1 277 $6M
2023 1 123 $50K
2024 1 110 $120K

Martell Services Group, Inc. filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$6M
Net Income-$2M
Employer EIN061675328
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

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

Martell Services Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -0.500.511.52 Total assets ($B) Participants Martell Services Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00604 · Participants: 277Martell Services Group, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.524085669 · Participants: 3842Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.314961737 · Participants: 467Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.309552138 · Participants: 1233Nibco Inc. Employee Stock Ownership PlanWood-Mizer Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.115298049 · Participants: 464Wood-Mizer Holdings, Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113705161 · Participants: 333Superior Industrial Solutions, Inc. Employee Stock Ownership Plan
Martell Services Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Martell Services Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Martell Services Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust in AZ ($6M); by covered participants it is Red Dot Corporation Employee Stock Ownership Plan and Trust in WA (277 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (277 participants); asset peers above are excluded.

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 Martell Services Group, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Martell Services Group, Inc. Employee Stock Ownership Plan declined sharply - down 22.0% during 2022, from $8M to $6M. Reported net income was -$2M.
How have Martell Services Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Martell Services Group, Inc.'s sponsor-wide assets declined 98.0%, from $6M to $120K.
Which ESOP plans are similar in size to Martell Services Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust in AZ ($6M, 80 participants).
Which ESOP plans cover a similar participant headcount to Martell Services Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Red Dot Corporation Employee Stock Ownership Plan and Trust in WA (277 participants, $34M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 061675328.

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.