ESOP · DOL Form 5500 · 2024

Martin/Brattrud, Inc. ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
163
Participants Small participant base
62nd
Percentile by assets National rank
$83,751
Avg per participant Below avg balance/head
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Official DOL plan name: Martin/Brattrud, Inc. Employee Stock Ownership Plan · Sponsored by Martin/Brattrud, Inc. · California · Manufacturing

$14M in assets, 163 participants

Martin/Brattrud, Inc.'s Martin/Brattrud, Inc. Employee Stock Ownership Plan reported $14M in total assets and 163 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #8,850 in Manufacturing (17,777 peers)

Coverage in California

Martin/Brattrud, Inc. Employee Stock Ownership Plan covers 163 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $14M.

#8,850
in Manufacturing (17,777 peers)
+20.0%
assets growth YoY

Martin/Brattrud, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Martin/Brattrud, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$13,651,483 Top 38% higher than 62% 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

Martin/Brattrud, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Martin/Brattrud, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (163 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Martin/Brattrud, Inc. Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Martin/Brattrud, Inc. Employee Stock Ownership Plan end-of-year assets rose from $11M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Martin/Brattrud, Inc. Employee Stock Ownership Plan reported participants fell from 173 in the plan year 2023 filing to 163 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 953134229 · Martin/Brattrud, Inc. PY 2024 · ESOP

Martin/Brattrud, Inc. Employee Stock Ownership Plan · $14M · 163 · 62nd

  • RANK $14M
  • RANK 163
  • RANK 62nd
  • RANK ESOP
  • RANK near Rpm Group, Inc. Employee Stock Ownership Plan
  • RANK ind #8850

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 →

Martin/Brattrud, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Southeastern Surveying and Mapping Corporation Employee Stock OwnershipSoutheastern Surveying and M…$14MMartin/Brattrud, Inc. Employee Stock Ownership PlanMartin/Brattrud, Inc. Employ…$14MRpm Group, Inc. Employee Stock Ownership PlanRpm Group, Inc. Employee Sto…$14MBank Midwest and Affiliates Employee Stock Ownership PlanBank Midwest and Affiliates …$14MGabriel, Roeder, Smith & Company Holdings, Inc. Employee Stock Ownership PlanGabriel, Roeder, Smith & Com…$14M
End-of-year total assets ($M) among Martin/Brattrud, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN953134229
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Martin/Brattrud, Inc.)

Sponsor-wide plan assets over time

All Martin/Brattrud, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 8.80344199158965% vs 2022
2024 filing year
$11M$12M$13M$14M 202220232024 $12.6M $13.7M ▲ +8.8%
Year Plans Participants Total Assets
2022 2 275 $13M
2023 1 173 $11M
2024 1 163 $14M

Nearby ESOP Plans in California

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

Martin/Brattrud, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Martin/Brattrud, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.013651483 · Participants: 163Martin/Brattrud, Inc. Employee Stock Ownership PlanParsons 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
Martin/Brattrud, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Martin/Brattrud, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Martin/Brattrud, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Rpm Group, Inc. Employee Stock Ownership Plan in NJ ($14M); by covered participants it is The T. H. Rogers Lumber Company Employee Stock Ownership Plan in OK (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 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 Martin/Brattrud, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Martin/Brattrud, Inc. Employee Stock Ownership Plan grew sharply - up 20.0% during 2024, from $11M to $14M. Reported net income was $2M.
How have Martin/Brattrud, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Martin/Brattrud, Inc.'s sponsor-wide assets grew 8.8%, from $13M to $14M.
Which ESOP plans are similar in size to Martin/Brattrud, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Rpm Group, Inc. Employee Stock Ownership Plan in NJ ($14M, 206 participants).
Which ESOP plans cover a similar participant headcount to Martin/Brattrud, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The T. H. Rogers Lumber Company Employee Stock Ownership Plan in OK (163 participants, $21M 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 953134229.

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.