ESOP · DOL Form 5500 · 2023

M. Nelson Barnes & Sons, Inc. ESOP

Data updated 2026-08-25

$496
Total assets Small plan by assets
36
Participants Small participant base
0th
Percentile by assets National rank
$14
Avg per participant Low balance/head
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Official DOL plan name: M. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan · Sponsored by M. Nelson Barnes & Sons, Inc. · Maryland · Construction

$496 in assets, 36 participants

M. Nelson Barnes & Sons, Inc.'s M. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan reported $496 in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 0th 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.

  • #32 in Construction (9,030 peers)

2023 asset change

M. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan contracted severely 99.9% in 2023 ($991K → $496) for 36 participants.

#32
in Construction (9,030 peers)
-99.9%
assets change YoY

The plan reported a net loss of $990K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

M. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

M. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$496 0th percentile higher than 0% 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. Nelson Barnes & Sons, 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. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • M. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan end-of-year assets fell from $991K in the plan year 2022 filing to $496 in the plan year 2023 filing.
  • M. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2022 filing to -$990K in the plan year 2023 filing.
  • M. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan reported participants rose from 32 in the plan year 2022 filing to 36 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 520630098 · M. Nelson Barnes & Sons, Inc. PY 2023 · ESOP

M. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan · $496 · 36 · 0th

  • VS-ST $496
  • VS-ST 36
  • VS-ST 0th
  • VS-ST ESOP
  • VS-ST near Micro Craft ESOP
  • VS-ST ind #32

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 Maryland →

M. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan in the asset neighbourhood

M. Nelson Barnes & Sons, Inc. Employee Stock Ownership PlanM. Nelson Barnes & Sons, Inc…$496Micro Craft ESOP$457The First National Bank Employee Stock Ownership PlanThe First National Bank Empl…$355Jbk Manufacturing Employee Stock Ownership PlanJbk Manufacturing Employee S…$743Lincoln Park Savings Bank Employee Stock OwnershipLincoln Park Savings Bank Em…$204
End-of-year total assets ($M) among M. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

M. Nelson Barnes & Sons, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All M. Nelson Barnes & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $0.99M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 32 $991K
2023 1 36 $496
2024 1 16 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$991K
Net Assets (End of Year)$496
Net Income-$990K
Employer EIN520630098
Plan Effective Date1996-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Maryland

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

M. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants M. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.96e-7 · Participants: 36M. Nelson Barnes & Sons, Inc. Employee Stock Ownership PlanEvapco, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.118445961 · Participants: 1617Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.406851042 · Participants: 3046Westat, Inc. Employee Stock Ownership PlanKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.335744983 · Participants: 1793Kci Technologies, Inc. Employee Stock Ownership PlanBrown Capital Management ESOP, Total assets ($B): 0.320387257 · Participants: 35Brown Capital Management ESOPLockheed Martin Corporation Capital Accumulation Plan, Total assets ($B): 0.267392826 · Participants: 5839Lockheed Martin Corporation Capital Accumulation Plan
M. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants
Compare M. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

M. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Maryland, the nearest ESOP by assets is Micro Craft ESOP in TN ($457); by covered participants it is Hydro-Chem Systems, Inc. Employee Stock Ownership Plan in MI (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
M. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan contracted severely - down 99.9% during 2023, from $991K to $496. Reported net income was -$990K.
Where does M. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
M. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan ranks in the 0th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to M. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Micro Craft ESOP in TN ($457, 40 participants).
Which ESOP plans cover a similar participant headcount to M. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Hydro-Chem Systems, Inc. Employee Stock Ownership Plan in MI (36 participants, $6M 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 520630098.

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.