ESOP · DOL Form 5500 · 2023

Mallory Industries, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
25
Participants Small participant base
52nd
Percentile by assets National rank
$292,791
Avg per participant High balance/head
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Official DOL plan name: Mallory Industries, Inc. Employee Stock Ownership Plan · Sponsored by Mallory Industries, Inc. · Connecticut · Manufacturing

$7M in assets, 25 participants

Mallory Industries, Inc.'s Mallory Industries, Inc. Employee Stock Ownership Plan reported $7M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #6,821 in Manufacturing (18,722 peers)

Mallory Industries, Inc. multi-year trail

Mallory Industries, Inc.'s plans moved +38.1% in assets from 2022 to 2024; this filing shows Mallory Industries, Inc. Employee Stock Ownership Plan at $7M / 25 participants.

#6,821
in Manufacturing (18,722 peers)
+30.2%
assets growth YoY

Mallory Industries, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Mallory Industries, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$7,319,786 Top 48% higher than 52% 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

Mallory Industries, 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. Mallory Industries, Inc. Employee Stock Ownership Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mallory Industries, Inc. Employee Stock Ownership Plan reported net income rose from -$661K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Mallory Industries, Inc. Employee Stock Ownership Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Mallory Industries, Inc. Employee Stock Ownership Plan reported participants fell from 29 in the plan year 2022 filing to 25 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 060715770 · Mallory Industries, Inc. PY 2023 · ESOP

Mallory Industries, Inc. Employee Stock Ownership Plan · $7M · 25 · 52nd

  • RANK $7M
  • PHOTO 25
  • IND 52nd
  • EOY ESOP
  • 5500 near Dolan Concrete Construction Employee Stock Ownership Plan
  • ASSETS ind #6821

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 Connecticut →

Mallory Industries, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Mallory Industries, Inc. Employee Stock Ownership PlanMallory Industries, Inc. Emp…$7MDolan Concrete Construction Employee Stock Ownership PlanDolan Concrete Construction …$7MOpportunity Bank of Montana Employee Stock Ownership PlanOpportunity Bank of Montana …$7MH. a. Guden Company, Inc. Employee Stock Ownership PlanH. a. Guden Company, Inc. Em…$7MBergen Plumbing, Inc. Employee Stock Ownership PlanBergen Plumbing, Inc. Employ…$7M
End-of-year total assets ($M) among Mallory Industries, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Mallory Industries, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mallory Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 38.0731947728386% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.62M $7.76M ▲ +38.1%
Year Plans Participants Total Assets
2022 1 29 $6M
2023 1 25 $7M
2024 1 24 $8M

Mallory Industries, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$3M
Net Income$2M
Employer EIN060715770
Plan Effective Date1999-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Connecticut

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

Mallory Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -2000200400600 -1000100200300400 Total assets ($M) Participants Mallory Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 7.319786 · Participants: 25Mallory Industries, Inc. Employee Stock Ownership PlanMott Corporation Employee Stock Ownership Plan, Total assets ($M): 360.458407 · Participants: 269Mott Corporation Employee Stock Ownership PlanSonalysts, Inc. Employee Stock Ownership Plan, Total assets ($M): 125.286205 · Participants: 418Sonalysts, Inc. Employee Stock Ownership PlanBl Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 113.226057 · Participants: 323Bl Companies, Inc. Employee Stock Ownership PlanEurpac Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 96.349012 · Participants: 529Eurpac Service, Inc. Employee Stock Ownership PlanTwin Mro Employee Stock Ownership Plan, Total assets ($M): 82.993881 · Participants: 93Twin Mro Employee Stock Ownership Plan
Mallory Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants
Compare Mallory Industries, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Mallory Industries, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Connecticut, the nearest ESOP by assets is Dolan Concrete Construction Employee Stock Ownership Plan in CA ($7M); by covered participants it is Wvs Financial Corp. Employee Stock Ownership Plan in PA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Mallory Industries, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Mallory Industries, Inc. Employee Stock Ownership Plan surged - up 30.2% during 2023, from $6M to $7M. Reported net income was $2M.
How have Mallory Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mallory Industries, Inc.'s sponsor-wide assets grew 38.1%, from $6M to $8M.
Which ESOP plans are similar in size to Mallory Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dolan Concrete Construction Employee Stock Ownership Plan in CA ($7M, 92 participants).
Which ESOP plans cover a similar participant headcount to Mallory Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wvs Financial Corp. Employee Stock Ownership Plan in PA (25 participants, $3M 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 060715770.

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.