ESOP · DOL Form 5500 · 2023
Mitchell/Martin Inc. ESOP
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 566
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $56,537
- Avg per participant Low balance/head
Official DOL plan name: Mitchell/Martin Inc. Employee Stock Ownership Plan · Sponsored by Mitchell/Martin Inc. · New York · Administrative & Support Services
$32M in assets, 566 participants
Mitchell/Martin Inc.'s Mitchell/Martin Inc. Employee Stock Ownership Plan reported $32M in total assets and 566 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- #3,929 in Administrative & Support Services (4,372 peers)
Where Mitchell/Martin Inc. Employee Stock Ownership Plan sits by assets
Mitchell/Martin Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $32M for 566 participants (~$56,537/participant), up 966.7% in 2023.
- #3,929
- in Administrative & Support Services (4,372 peers)
- +966.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mitchell/Martin Inc. Employee Stock Ownership Plan's outsized position by total assets
Mitchell/Martin Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$32,000,000 Top 20% higher than 80% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Mitchell/Martin Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mitchell/Martin Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (566 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mitchell/Martin Inc. Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2022 filing to $32M in the plan year 2023 filing.
- Mitchell/Martin Inc. Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2022 filing to -$9M in the plan year 2023 filing.
- Mitchell/Martin Inc. Employee Stock Ownership Plan reported participants rose from 337 in the plan year 2022 filing to 566 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 133591013 · Mitchell/Martin Inc. PY 2023 · ESOP
Mitchell/Martin Inc. Employee Stock Ownership Plan · $32M · 566 · 80th
- NET $32M
- BOOK 566
- VS-ST 80th
- BOY ESOP
- SCH near Generant Company, Inc. Employee Stock Ownership Plan
- EBSA ind #3929
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 New York →
Mitchell/Martin Inc. Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | -$6M |
| Net Income | -$9M |
| Employer EIN | 133591013 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mitchell/Martin Inc.)
Sponsor-wide plan assets over time
All Mitchell/Martin Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $87M 116.55193039463434% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,343 | $40M |
| 2023 | 2 | 1,831 | $81M |
| 2024 | 2 | 1,660 | $87M |
Nearby ESOP Plans in New York
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Stewart's Shops Corp Employee Stock Ownership Plan $877M · 3,439
- North Coast Holdings Employee Stock Ownership Plan $406M · 4,467
- Griffon Corporation Employee Stock Ownership Plan $299M · 3,674
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $248M · 1,704
- H.C. Wainwright & Co. Employee Stock Ownership Plan $242M · 93
Mitchell/Martin Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside New York, the nearest ESOP by assets is Generant Company, Inc. Employee Stock Ownership Plan in NJ ($32M); by covered participants it is Ea Engineering, Science, and Technology, Inc., Pbc Employee Stock Ownership Plan in MD (566 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
Similar participant headcount
Nearest other-state filings by covered participants (566 participants); asset peers above are excluded.
- Ea Engineering, Science, and Technology, Inc., Pbc Employee Stock Ownership Plan (MD) 566 · 0 off
- Immi Holdings, Inc. Employee Stock Ownership Plan (IN) 564 · 2 off
- Van Horn Automotive Group, Inc. Employee Stock Ownership Plan (WI) 564 · 2 off
- Cobb, Fendley & Associates, Inc. Employee Stock Ownership Plan (TX) 568 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.