ESOP · DOL Form 5500 · 2024

The Marshall Financial Group, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
21
Participants Small participant base
56th
Percentile by assets National rank
$479,023
Avg per participant High balance/head
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Official DOL plan name: Marshall Financial Group, Inc. Employee Stock Ownership Plan · Sponsored by The Marshall Financial Group, Inc. · Pennsylvania · Finance & Insurance

$10M in assets, 21 participants

The Marshall Financial Group, Inc.'s Marshall Financial Group, Inc. Employee Stock Ownership Plan reported $10M in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,392 in Finance & Insurance (8,549 peers)

The Marshall Financial Group, Inc. multi-year trail

The Marshall Financial Group, Inc.'s plans moved +77.6% in assets from 2022 to 2024; this filing shows Marshall Financial Group, Inc. Employee Stock Ownership Plan at $10M / 21 participants.

#3,392
in Finance & Insurance (8,549 peers)
+44.4%
assets growth YoY

Marshall Financial Group, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Marshall Financial Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$10,059,487 Top 44% higher than 56% of 123,620 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 2024

Marshall Financial Group, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marshall Financial Group, Inc. Employee Stock Ownership Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Marshall Financial Group, Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Marshall Financial Group, Inc. Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Marshall Financial Group, Inc. Employee Stock Ownership Plan reported participants rose from 19 in the plan year 2023 filing to 21 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 232169141 · The Marshall Financial Group, Inc. PY 2024 · ESOP

Marshall Financial Group, Inc. Employee Stock Ownership Plan · $10M · 21 · 56th

  • RANK $10M
  • PHOTO 21
  • IND 56th
  • EOY ESOP
  • 5500 near Bemidji Aviation Services, Inc. ESOP.
  • ASSETS ind #3392

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 Pennsylvania →

Marshall Financial Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Martin Painting & Coating Company Employee Stock Ownership PlanMartin Painting & Coating Co…$10MAcme Truck Employee Stock Ownership PlanAcme Truck Employee Stock Ow…$10MMarshall Financial Group, Inc. Employee Stock Ownership PlanMarshall Financial Group, In…$10MBemidji Aviation Services, Inc. ESOP.Bemidji Aviation Services, I…$10MSound Financial Bancorp, Inc. Employee Stock Ownership PlanSound Financial Bancorp, Inc…$10M
End-of-year total assets ($M) among Marshall Financial Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

The Marshall Financial Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Marshall Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 77.60817039247934% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.66M $10.1M ▲ +77.7%
Year Plans Participants Total Assets
2022 1 19 $6M
2023 1 19 $7M
2024 1 21 $10M

The Marshall Financial Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$3M
Employer EIN232169141
Plan Effective Date2017-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Marshall Financial Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Marshall Financial Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.010059487 · Participants: 21Marshall Financial Group, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.530536956 · Participants: 37745Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.796343385 · Participants: 544Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.721026406 · Participants: 14939Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.679618162 · Participants: 2444Centimark Corporation Employee Stock Ownership Plan and TrustD & H Employee Stock Ownership Plan, Total assets ($B): 0.313919418 · Participants: 1459D & H Employee Stock Ownership Plan
Marshall Financial Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Marshall Financial Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Marshall Financial Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Bemidji Aviation Services, Inc. ESOP. in MN ($10M); by covered participants it is Bell Stone Granite Employee Stock Ownership Plan in AZ (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Marshall Financial Group, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Marshall Financial Group, Inc. Employee Stock Ownership Plan surged - up 44.4% during 2024, from $7M to $10M. Reported net income was $3M.
How have The Marshall Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Marshall Financial Group, Inc.'s sponsor-wide assets grew 77.6%, from $6M to $10M.
Which ESOP plans are similar in size to Marshall Financial Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bemidji Aviation Services, Inc. ESOP. in MN ($10M, 66 participants).
Which ESOP plans cover a similar participant headcount to Marshall Financial Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bell Stone Granite Employee Stock Ownership Plan in AZ (21 participants, $60K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 232169141.

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.