ESOP · DOL Form 5500 · 2024

Metropolitan Planning Group ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
42
Participants Small participant base
30th
Percentile by assets National rank
$49,868
Avg per participant Low balance/head
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Official DOL plan name: Metropolitan Planning Group · Sponsored by Metropolitan Planning Group · California · Professional & Technical Services

$2M in assets, 42 participants

Metropolitan Planning Group's Metropolitan Planning Group reported $2M in total assets and 42 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,182 in Professional & Technical Services (20,173 peers)

Metropolitan Planning Group multi-year trail

Metropolitan Planning Group's plans moved +101.0% in assets from 2023 to 2024; this filing shows Metropolitan Planning Group at $2M / 42 participants.

#5,182
in Professional & Technical Services (20,173 peers)
+101.0%
assets growth YoY

Metropolitan Planning Group among the smaller filed plans by assets

Metropolitan Planning Group vs every filed plan by assets

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

$2,094,462 30th percentile higher than 30% 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

Metropolitan Planning Group among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Metropolitan Planning Group is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Metropolitan Planning Group end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Metropolitan Planning Group reported participants rose from N/A in the plan year 2023 filing to 42 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 205205208 · Metropolitan Planning Group PY 2024 · ESOP

Metropolitan Planning Group · $2M · 42 · 30th

  • SCH $2M
  • EBSA 42
  • PART 30th
  • TYPE ESOP
  • NET near C.C. Sharrow Co. Inc. Employee Stock Ownership Plan
  • BOOK ind #5182

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 →

Metropolitan Planning Group in the asset neighbourhood

C.C. Sharrow Co. Inc. Employee Stock Ownership PlanC.C. Sharrow Co. Inc. Employ…$2MMetropolitan Planning Group$2MFirst Union Financial Corporation Employee Stock Ownership PlanFirst Union Financial Corpor…$2MS.J. Morse Company Employee Stock Ownership PlanS.J. Morse Company Employee …$2MTactical Rehabilitation Employee Stock Ownership PlanTactical Rehabilitation Empl…$2M
End-of-year total assets ($M) among Metropolitan Planning Group and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Metropolitan Planning Group multi-year asset trail

Sponsor-wide plan assets over time

All Metropolitan Planning Group plans reported in each filing year

Latest sponsor-wide plan assets
$2M 100.99438606592774% vs 2023
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 20232024 $1.04M $2.09M ▲ +101.0%
Year Plans Participants Total Assets
2023 1 N/A $1M
2024 1 42 $2M

Metropolitan Planning Group filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$1M
Employer EIN205205208
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Metropolitan Planning Group vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Metropolitan Planning Group, Total assets ($B): 0.002094462 · Participants: 42Metropolitan Planning GroupParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Metropolitan Planning Group vs. nearby ESOP plans in California, assets vs. participants
Compare Metropolitan Planning Group side-by-side with 3 peers →

Metropolitan Planning Group's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is C.C. Sharrow Co. Inc. Employee Stock Ownership Plan in MN ($2M); by covered participants it is Wayne Bank Employee Stock Ownership Plan in IN (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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 Metropolitan Planning Group assets move in 2024? ▼
Metropolitan Planning Group surged - up 101.0% during 2024, from $1M to $2M. Reported net income was $1M.
How have Metropolitan Planning Group plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Metropolitan Planning Group's sponsor-wide assets grew 101.0%, from $1M to $2M.
Which ESOP plans are similar in size to Metropolitan Planning Group? ▼
Among ESOP plans in other states, the closest by assets is C.C. Sharrow Co. Inc. Employee Stock Ownership Plan in MN ($2M, 22 participants).
Which ESOP plans cover a similar participant headcount to Metropolitan Planning Group? ▼
Among ESOP plans in other states, the closest by covered participants is Wayne Bank Employee Stock Ownership Plan in IN (42 participants, $3M 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 205205208.

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.