ESOP · DOL Form 5500 · 2024

Marx/Okubo Associates, Ltd. ESOP

Data updated 2026-08-25

$25M
Total assets Below avg plan size
198
Participants Below avg headcount
74th
Percentile by assets National rank
$127,019
Avg per participant Near avg balance/head
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Official DOL plan name: Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan · Sponsored by Marx/Okubo Associates, Ltd. · Colorado · Professional & Technical Services

$25M in assets, 198 participants

Marx/Okubo Associates, Ltd.'s Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan reported $25M in total assets and 198 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #14,981 in Professional & Technical Services (20,173 peers)

Marx/Okubo Associates, Ltd. multi-year trail

Marx/Okubo Associates, Ltd.'s plans moved +24.5% in assets from 2022 to 2024; this filing shows Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan at $25M / 198 participants.

#14,981
in Professional & Technical Services (20,173 peers)
+5.8%
assets growth YoY

Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan's outsized position by total assets

Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan vs every filed plan by assets

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

$25,149,688 Top 26% higher than 74% 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

Marx/Okubo Associates, Ltd. 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. Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan sits mid-pack in the medium band (198 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan reported participants rose from 178 in the plan year 2023 filing to 198 in the plan year 2024 filing.
  • Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan end-of-year assets rose from $24M in the plan year 2023 filing to $25M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 840887811 · Marx/Okubo Associates, Ltd. PY 2024 · ESOP

Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan · $25M · 198 · 74th

  • TYPE $25M
  • NET 198
  • BOOK 74th
  • VS-ST ESOP
  • BOY near Teleion Employee Stock Ownership Plan
  • SCH ind #14981

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 Colorado →

Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan in the asset neighbourhood

Bogh Holdings, Inc. (F/K/a Bogh Engineering, Inc.)Bogh Holdings, Inc. (F/K/a B…$25MTeleion Employee Stock Ownership PlanTeleion Employee Stock Owner…$25MMarx/Okubo Associates, Ltd. Employee Stock Ownership PlanMarx/Okubo Associates, Ltd. …$25MCommercial Sheetmetal Co., Inc. Employee Stock Ownership PlanCommercial Sheetmetal Co., I…$25MLife Cycle Engineering, Inc. Employee Stock Ownership PlanLife Cycle Engineering, Inc.…$25M
End-of-year total assets ($M) among Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Marx/Okubo Associates, Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All Marx/Okubo Associates, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$64M 24.48314911679732% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $51.8M $64.4M ▲ +24.5%
Year Plans Participants Total Assets
2022 2 357 $52M
2023 2 418 $57M
2024 2 420 $64M

Marx/Okubo Associates, Ltd. filing trail (2024)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN840887811
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Colorado

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

Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. 050010001500 -2000200400600800 Total assets ($M) Participants Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan, Total assets ($M): 25.149688 · Participants: 198Marx/Okubo Associates, Ltd. Employee Stock Ownership PlanAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 624.906178 · Participants: 597Alpine Lumber Company Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 341.079585 · Participants: 1027Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 284.259 · Participants: 1205Envision Management Holding, Inc. Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 160.44316 · Participants: 233Brown Strauss, Inc. Employee Stock Ownership PlanHercules Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 107.554924 · Participants: 463Hercules Industries, Inc. Employee Stock Ownership Plan
Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan side-by-side with 3 peers →

Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Colorado, the nearest ESOP by assets is Teleion Employee Stock Ownership Plan in WA ($25M); by covered participants it is National Bankshares, Inc. Employee Stock Ownership Plan in VA (198 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (198 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 Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan assets move in 2024? ▼
Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan grew at a solid clip - up 5.8% during 2024, from $24M to $25M. Reported net income was $2M.
How have Marx/Okubo Associates, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marx/Okubo Associates, Ltd.'s sponsor-wide assets grew 24.5%, from $52M to $64M.
Which ESOP plans are similar in size to Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Teleion Employee Stock Ownership Plan in WA ($25M, 115 participants).
Which ESOP plans cover a similar participant headcount to Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is National Bankshares, Inc. Employee Stock Ownership Plan in VA (198 participants, $6M 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 840887811.

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.