ESOP · DOL Form 5500 · 2023
Martin & Bayley, Inc. ESOP
Data updated 2026-08-25
- $144M
- Total assets Near avg plan size
- 698
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $206,173
- Avg per participant Above avg balance/head
Official DOL plan name: Martin & Bayley, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Martin & Bayley, Inc. · Illinois · Retail Trade
$144M in assets, 698 participants
Martin & Bayley, Inc.'s Martin & Bayley, Inc. Employee Stock Ownership Plan and Trust reported $144M in total assets and 698 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #8,099 in Retail Trade (8,414 peers)
Where Martin & Bayley, Inc. Employee Stock Ownership Plan and Trust sits by assets
Martin & Bayley, Inc. Employee Stock Ownership Plan and Trust sits in the top 10% of all filed plans by assets, $144M for 698 participants (~$206,173/participant), up 3.6% in 2023.
- #8,099
- in Retail Trade (8,414 peers)
- +3.6%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Martin & Bayley, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets
Martin & Bayley, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$143,909,064 Top 7% higher than 93% 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
Martin & Bayley, Inc. Employee Stock Ownership Plan and Trust 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. Martin & Bayley, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (698 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Martin & Bayley, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $22M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Martin & Bayley, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $139M in the plan year 2022 filing to $144M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 370948752 · Martin & Bayley, Inc. PY 2023 · ESOP
Martin & Bayley, Inc. Employee Stock Ownership Plan and Trust · $144M · 698 · 93rd
- EOY $144M
- EOY 698
- EOY 93rd
- EOY ESOP
- EOY near National Health Corp Leveraged Employee Stock Ownership Plan
- EOY ind #8099
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 Illinois →
Martin & Bayley, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $139M |
|---|---|
| Net Assets (End of Year) | $116M |
| Net Income | $6M |
| Employer EIN | 370948752 |
| Plan Effective Date | 1984-03-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Martin & Bayley, Inc.)
Sponsor-wide plan assets over time
All Martin & Bayley, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $167M 14.226485003213776% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,008 | $146M |
| 2023 | 2 | 2,034 | $151M |
| 2024 | 2 | 2,250 | $167M |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Amsted Industries Incorporated Employees' Stock Ownership Plan $4.4B · 4,738
- Kehe Distributors, Inc. Employee Stock Ownership Plan $1.6B · 4,251
- Scot Forge Company Employee Stock Ownership Plan $1.2B · 486
- Bdo USA Employee Stock Ownership Plan $915M · 10,168
- Bdo USA Employee Stock Ownership Plan $915M · 10,168
Martin & Bayley, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Illinois, the nearest ESOP by assets is National Health Corp Leveraged Employee Stock Ownership Plan in TN ($144M); by covered participants it is Whitaker Construction Co., Inc. Employee Stock Ownership Plan in UT (697 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($144M here).
- National Health Corp Leveraged Employee Stock Ownership Plan (TN) $144M · 1,470
- Cmg, Inc. (WI) $143M · 72
- Mcelroy Metal Mill, Inc. Employee Stock Ownership Plan (LA) $143M · 570
- Armstrong Garden Centers, Inc. Employee Stock Ownership Plan (CA) $143M · 965
Similar participant headcount
Nearest other-state filings by covered participants (698 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.