ESOP · DOL Form 5500 · 2023

Masters Supply, Inc. ESOP

Data updated 2026-08-25

$51M
Total assets Below avg plan size
129
Participants Small participant base
86th
Percentile by assets National rank
$393,150
Avg per participant High balance/head
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Official DOL plan name: Masters Supply, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Masters Supply, Inc. · Kentucky · Wholesale Trade

$51M in assets, 129 participants

Masters Supply, Inc.'s Masters Supply, Inc. Employee Stock Ownership Plan and Trust reported $51M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #5,491 in Wholesale Trade (6,309 peers)

Coverage in Kentucky

Masters Supply, Inc. Employee Stock Ownership Plan and Trust covers 129 participants in Kentucky, about 20% of the average Kentucky filer (state average ~647 per filing). Assets: $51M.

#5,491
in Wholesale Trade (6,309 peers)
+12.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Masters Supply, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Masters Supply, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$50,716,290 Top 14% higher than 86% 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

Masters Supply, 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. Masters Supply, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (129 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Masters Supply, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $3M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Masters Supply, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $45M in the plan year 2022 filing to $51M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 610550047 · Masters Supply, Inc. PY 2023 · ESOP

Masters Supply, Inc. Employee Stock Ownership Plan and Trust · $51M · 129 · 86th

  • SCH $51M
  • SCH 129
  • SCH 86th
  • SCH ESOP
  • SCH near Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust
  • SCH ind #5491

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 Kentucky →

Masters Supply, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Darvin Holding Company Employee Stock Ownership PlanDarvin Holding Company Emplo…$51MElite Associates Holding, Inc. Employee Stock Ownership Plan and TrustElite Associates Holding, In…$51MMasters Supply, Inc. Employee Stock Ownership Plan and TrustMasters Supply, Inc. Employe…$51MQps Employee Stock Ownership PlanQps Employee Stock Ownership…$51MBuilding Plastics, Inc. Employee Stock Ownership PlanBuilding Plastics, Inc. Empl…$51M
End-of-year total assets ($M) among Masters Supply, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$32M
Net Income$7M
Employer EIN610550047
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Masters Supply, Inc.)

Sponsor-wide plan assets over time

All Masters Supply, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$64M 28.70704768013635% vs 2022
2024 filing year
$45M$50M$55M$60M$65M$70M 202220232024 $49.7M $64M ▲ +28.7%
Year Plans Participants Total Assets
2022 2 263 $50M
2023 2 265 $57M
2024 2 283 $64M

Nearby ESOP Plans in Kentucky

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

Masters Supply, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -10123 Total assets ($B) Participants Masters Supply, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.05071629 · Participants: 129Masters Supply, Inc. Employee Stock Ownership Plan and TrustHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.325722921 · Participants: 6764Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.14680249 · Participants: 1080Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.126524729 · Participants: 1362Gray, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.104682343 · Participants: 489H & R Agri-Power Employee Stock Ownership PlanKentuckiana Comfort Center, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.094072192 · Participants: 650Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan
Masters Supply, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Masters Supply, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Masters Supply, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust in CA ($51M); by covered participants it is Mosaic Employee Stock Ownership Plan in WA (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Masters Supply, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Masters Supply, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip - up 12.8% during 2023, from $45M to $51M. Reported net income was $7M.
How have Masters Supply, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Masters Supply, Inc.'s sponsor-wide assets grew 28.7%, from $50M to $64M.
Where does Masters Supply, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Masters Supply, Inc. Employee Stock Ownership Plan and Trust ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Masters Supply, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Elite Associates Holding, Inc. Employee Stock Ownership Plan and Trust in CA ($51M, 98 participants).
Which ESOP plans cover a similar participant headcount to Masters Supply, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Mosaic Employee Stock Ownership Plan in WA (129 participants, $13M 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 610550047.

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.