ESOP · DOL Form 5500 · 2024

Mbi Direct Mail, Inc. ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
44
Participants Small participant base
70th
Percentile by assets National rank
$442,833
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Mbi Direct Mail, Inc. · Florida · Manufacturing

$19M in assets, 44 participants

Mbi Direct Mail, Inc.'s Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust reported $19M in total assets and 44 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #10,512 in Manufacturing (17,777 peers)

Mbi Direct Mail, Inc. multi-year trail

Mbi Direct Mail, Inc.'s plans moved +366.9% in assets from 2022 to 2024; this filing shows Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust at $19M / 44 participants.

#10,512
in Manufacturing (17,777 peers)
+82.2%
assets growth YoY

Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$19,484,636 Top 30% higher than 70% 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

Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust is a small filing (44 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $11M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 47 in the plan year 2023 filing to 44 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 592944301 · Mbi Direct Mail, Inc. PY 2024 · ESOP

Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust · $19M · 44 · 70th

  • ASSETS $19M
  • PCT 44
  • EIN 70th
  • RANK ESOP
  • PHOTO near Beck Oil Company of Illinois Employee Stock Ownership Plan
  • IND ind #10512

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 Florida →

Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Mbi Direct Mail, Inc. Employee Stock Ownership Plan and TrustMbi Direct Mail, Inc. Employ…$19MBeck Oil Company of Illinois Employee Stock Ownership PlanBeck Oil Company of Illinois…$19MPacific States Petroleum Employee Stock Ownership PlanPacific States Petroleum Emp…$19MNahs Employee Stock Ownership PlanNahs Employee Stock Ownershi…$19MSynergy Enterprises, Inc. 401(k) Employee Stock Ownership PlanSynergy Enterprises, Inc. 40…$19M
End-of-year total assets ($M) among Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Mbi Direct Mail, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mbi Direct Mail, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 366.8956978417921% vs 2022
2024 filing year
$0M$5M$10M$15M$20M$25M 202220232024 $4.17M $19.5M ▲ +367.1%
Year Plans Participants Total Assets
2022 1 50 $4M
2023 1 47 $11M
2024 1 44 $19M

Mbi Direct Mail, Inc. filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$17M
Net Income$9M
Employer EIN592944301
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -5051015 Total assets ($B) Participants Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.019484636 · Participants: 44Mbi Direct Mail, Inc. Employee Stock Ownership Plan and TrustPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 14.286420169 · Participants: 149213Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 1.130328955 · Participants: 16036Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.75388536 · Participants: 354Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.724566492 · Participants: 4730Thirty Fifteen Employee Stock Ownership PlanWestern Global Airlines, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.441212218 · Participants: 353Western Global Airlines, Inc. Employee Stock Ownership Plan
Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Florida, assets vs. participants
Compare Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Beck Oil Company of Illinois Employee Stock Ownership Plan in IL ($19M); by covered participants it is Dmb Corporation, Inc. ESOP in WI (44 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (44 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 Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust surged - up 82.2% during 2024, from $11M to $19M. Reported net income was $9M.
How have Mbi Direct Mail, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mbi Direct Mail, Inc.'s sponsor-wide assets grew 366.9%, from $4M to $19M.
Which ESOP plans are similar in size to Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Beck Oil Company of Illinois Employee Stock Ownership Plan in IL ($19M, 168 participants).
Which ESOP plans cover a similar participant headcount to Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Dmb Corporation, Inc. ESOP in WI (44 participants, $5M 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 592944301.

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.