ESOP · DOL Form 5500 · 2023

M.B. Herzog Electric, Inc. ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
33
Participants Small participant base
72nd
Percentile by assets National rank
$574,302
Avg per participant High balance/head
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Official DOL plan name: M.B. Herzog Electric, Inc. Employee Stock Ownership Plan · Sponsored by M.B. Herzog Electric, Inc. · California · Manufacturing

$19M in assets, 33 participants

M.B. Herzog Electric, Inc.'s M.B. Herzog Electric, Inc. Employee Stock Ownership Plan reported $19M in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #11,465 in Manufacturing (18,722 peers)

M.B. Herzog Electric, Inc. multi-year trail

M.B. Herzog Electric, Inc.'s plans moved +41.3% in assets from 2022 to 2024; this filing shows M.B. Herzog Electric, Inc. Employee Stock Ownership Plan at $19M / 33 participants.

#11,465
in Manufacturing (18,722 peers)
+5.3%
assets growth YoY

M.B. Herzog Electric, Inc. Employee Stock Ownership Plan's outsized position by total assets

M.B. Herzog Electric, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$18,951,981 Top 28% higher than 72% 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

M.B. Herzog Electric, Inc. 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. M.B. Herzog Electric, Inc. Employee Stock Ownership Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • M.B. Herzog Electric, Inc. Employee Stock Ownership Plan end-of-year assets rose from $18M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 953261407 · M.B. Herzog Electric, Inc. PY 2023 · ESOP

M.B. Herzog Electric, Inc. Employee Stock Ownership Plan · $19M · 33 · 72nd

  • SCH $19M
  • EBSA 33
  • PART 72nd
  • TYPE ESOP
  • NET near Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust
  • BOOK ind #11465

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 →

M.B. Herzog Electric, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Commerce Bancshares of Roswell, Inc. Employee Stock Ownership PlanCommerce Bancshares of Roswe…$19MMathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and TrustMathtech Holding Corp. & Aff…$19MM.B. Herzog Electric, Inc. Employee Stock Ownership PlanM.B. Herzog Electric, Inc. E…$19MManar Employee Stock Ownership PlanManar Employee Stock Ownersh…$19MTbm Consulting Group, Inc. Employee Stock Ownership PlanTbm Consulting Group, Inc. E…$19M
End-of-year total assets ($M) among M.B. Herzog Electric, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

M.B. Herzog Electric, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All M.B. Herzog Electric, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 41.34819125316454% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18M $25.4M ▲ +41.3%
Year Plans Participants Total Assets
2022 1 33 $18M
2023 1 33 $19M
2024 1 30 $25M

M.B. Herzog Electric, Inc. filing trail (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$14M
Net Income$1M
Employer EIN953261407
Plan Effective Date1997-08-31
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

M.B. Herzog Electric, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants M.B. Herzog Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.018951981 · Participants: 33M.B. Herzog Electric, Inc. 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
M.B. Herzog Electric, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare M.B. Herzog Electric, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

M.B. Herzog Electric, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust in VA ($19M); by covered participants it is Mcfarling Foods, Inc. Employee Stock Ownership Plan II in IN (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 M.B. Herzog Electric, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
M.B. Herzog Electric, Inc. Employee Stock Ownership Plan grew at a solid clip - up 5.3% during 2023, from $18M to $19M. Reported net income was $1M.
How have M.B. Herzog Electric, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), M.B. Herzog Electric, Inc.'s sponsor-wide assets grew 41.3%, from $18M to $25M.
Which ESOP plans are similar in size to M.B. Herzog Electric, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust in VA ($19M, 49 participants).
Which ESOP plans cover a similar participant headcount to M.B. Herzog Electric, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mcfarling Foods, Inc. Employee Stock Ownership Plan II in IN (33 participants, N/A 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 953261407.

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.