ESOP · DOL Form 5500 · 2023

Malk Sustainability Partners, LLC ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
95
Participants Small participant base
60th
Percentile by assets National rank
$112,611
Avg per participant Below avg balance/head
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Official DOL plan name: Malk Employee Stock Ownership Plan · Sponsored by Malk Sustainability Partners, LLC · California · Professional & Technical Services

$11M in assets, 95 participants

Malk Sustainability Partners, LLC's Malk Employee Stock Ownership Plan reported $11M in total assets and 95 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,966 in Professional & Technical Services (20,321 peers)

Malk Sustainability Partners, LLC multi-year trail

Malk Sustainability Partners, LLC's plans moved +36.7% in assets from 2022 to 2024; this filing shows Malk Employee Stock Ownership Plan at $11M / 95 participants.

#11,966
in Professional & Technical Services (20,321 peers)
+18.3%
assets growth 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 2023 · DOL Form 5500

$10,698,050 Top 40% higher than 60% 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

Malk 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. Malk Employee Stock Ownership Plan is a small filing (95 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Malk Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Malk Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Malk Employee Stock Ownership Plan reported participants fell from 112 in the plan year 2022 filing to 95 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 464784414 · Malk Sustainability Partners, LLC PY 2023 · ESOP

Malk Employee Stock Ownership Plan · $11M · 95 · 60th

  • NET $11M
  • BOOK 95
  • VS-ST 60th
  • BOY ESOP
  • SCH near Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust
  • EBSA ind #11966

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

Malk Employee Stock Ownership PlanMalk Employee Stock Ownershi…$11MMbi Direct Mail, Inc. Employee Stock Ownership Plan and TrustMbi Direct Mail, Inc. Employ…$11MProfitmaster Displays, Inc. Employee Stock Ownership PlanProfitmaster Displays, Inc. …$11MOvs Holdings, Inc. Employee Stock Ownership PlanOvs Holdings, Inc. Employee …$11MMcconnell & Associates Employee Stock Ownership PlanMcconnell & Associates Emplo…$11M
End-of-year total assets ($M) among Malk Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Malk Sustainability Partners, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Malk Sustainability Partners, LLC 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

Malk Sustainability Partners, LLC filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income$3M
Employer EIN464784414
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

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): 0.01069805 · Participants: 95Malk 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
Malk Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Malk Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust in FL ($11M); by covered participants it is Waconia Manufacturing, Inc. Employee Stock Ownership Plan in MN (95 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (95 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 Malk Employee Stock Ownership Plan assets move in 2023? ▼
Malk Employee Stock Ownership Plan grew sharply - up 18.3% during 2023, from $9M to $11M. Reported net income was $3M.
How have Malk Sustainability Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Malk Sustainability Partners, LLC'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 Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust in FL ($11M, 47 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 Waconia Manufacturing, Inc. Employee Stock Ownership Plan in MN (95 participants, $377K 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 464784414.

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.