ESOP · DOL Form 5500 · 2023

Menke & Associates, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
44
Participants Small participant base
57th
Percentile by assets National rank
$210,063
Avg per participant Above avg balance/head
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Official DOL plan name: The Menke Group Employee Stock Ownership Plan · Sponsored by Menke & Associates, Inc. · California · Professional & Technical Services

$9M in assets, 44 participants

Menke & Associates, Inc.'s The Menke Group Employee Stock Ownership Plan reported $9M in total assets and 44 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,246 in Professional & Technical Services (20,321 peers)

Menke & Associates, Inc. multi-year trail

Menke & Associates, Inc.'s plans moved +13.8% in assets from 2022 to 2024; this filing shows The Menke Group Employee Stock Ownership Plan at $9M / 44 participants.

#11,246
in Professional & Technical Services (20,321 peers)
+14.7%
assets growth YoY

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

The Menke Group Employee Stock Ownership Plan vs every filed plan by assets

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

$9,242,793 Top 43% higher than 57% 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

The Menke Group 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. The Menke Group Employee Stock Ownership Plan is a small filing (44 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Menke Group Employee Stock Ownership Plan reported net income rose from -$353K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Menke Group Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • The Menke Group Employee Stock Ownership Plan reported participants rose from 42 in the plan year 2022 filing to 44 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 942349093 · Menke & Associates, Inc. PY 2023 · ESOP

The Menke Group Employee Stock Ownership Plan · $9M · 44 · 57th

  • VS-ST $9M
  • VS-ST 44
  • VS-ST 57th
  • VS-ST ESOP
  • VS-ST near Renkim Corporation Employee Stock Ownership Plan
  • VS-ST ind #11246

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 →

The Menke Group Employee Stock Ownership Plan in the asset neighbourhood

Kumar & Associates, Inc. Employee Stock Ownership PlanKumar & Associates, Inc. Emp…$9MMve Group, Inc. Employee Stock Ownership PlanMve Group, Inc. Employee Sto…$9MThe Menke Group Employee Stock Ownership PlanThe Menke Group Employee Sto…$9MRenkim Corporation Employee Stock Ownership PlanRenkim Corporation Employee …$9MColumbia Chemical Corporation Employee Stock Ownership PlanColumbia Chemical Corporatio…$9M
End-of-year total assets ($M) among The Menke Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Menke & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Menke & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 13.816240052587267% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M$9.5M 202220232024 $8.06M $9.18M ▲ +13.9%
Year Plans Participants Total Assets
2022 1 42 $8M
2023 1 44 $9M
2024 1 41 $9M

Menke & Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN942349093
Plan Effective Date1983-12-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

The Menke Group Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants The Menke Group Employee Stock Ownership Plan, Total assets ($B): 0.009242793 · Participants: 44The Menke Group 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
The Menke Group Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare The Menke Group Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Renkim Corporation Employee Stock Ownership Plan in MI ($9M); by covered participants it is Sanibel Captiva Holdings, Inc. Employee Stock Ownership Plan in FL (44 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (44 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 The Menke Group Employee Stock Ownership Plan assets move in 2023? ▼
The Menke Group Employee Stock Ownership Plan grew at a solid clip - up 14.7% during 2023, from $8M to $9M. Reported net income was $1M.
How have Menke & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Menke & Associates, Inc.'s sponsor-wide assets grew 13.8%, from $8M to $9M.
Which ESOP plans are similar in size to The Menke Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Renkim Corporation Employee Stock Ownership Plan in MI ($9M, 134 participants).
Which ESOP plans cover a similar participant headcount to The Menke Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sanibel Captiva Holdings, Inc. Employee Stock Ownership Plan in FL (44 participants, $6M 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 942349093.

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.