ESOP · DOL Form 5500 · 2024
Holbrook & Manter, Inc. ESOP
Data updated 2026-07-24
- $20M
- Total assets
- 42
- Participants
- 70th
- Percentile by assets
- $481,035
- Avg per participant
Official DOL plan name: Holbrook & Manter Employee Stock Ownership Plan · Sponsored by Holbrook & Manter, Inc. · · Professional & Technical Services
$20M in assets, 42 participants
Holbrook & Manter, Inc.'s Holbrook & Manter Employee Stock Ownership Plan reported $20M in total assets and 42 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.
- 70th percentile by assets (of 116,472 plans)
Holbrook & Manter, Inc. multi-year trail
Holbrook & Manter, Inc.'s plans moved +95.9% in assets from 2022 to 2024; this filing shows Holbrook & Manter Employee Stock Ownership Plan at $20M / 42 participants.
- $20M
- total plan assets (2024 EOY)
- 42
- covered participants
- 70th
- percentile by assets (of 116,472 plans)
- $481,035
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Holbrook & Manter Employee Stock Ownership Plan reported net income fell from $7M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Holbrook & Manter Employee Stock Ownership Plan end-of-year assets rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- Holbrook & Manter Employee Stock Ownership Plan reported participants rose from 40 in the plan year 2023 filing to 42 in the plan year 2024 filing.
Holbrook & Manter, Inc. across 3 plan years on file
Across the 3 plan years Holbrook & Manter, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $10M to $20M, a gain of 95.9%, while reported participants moved from 33 to 42 (+27.3%). Peak year by sponsor assets: 2024 ($20M); trough: 2022 ($10M).
Holbrook & Manter, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 33 | $10M |
| 2023 | 1 | 40 | $17M |
| 2024 | 1 | 42 | $20M |
Holbrook & Manter, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $3M |
| Employer EIN | 310998651 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in
Peer ESOP plans, same state, same plan type, ranked by total assets.
Holbrook & Manter Employee Stock Ownership Plan vs. nearby ESOP plans in , assets vs. participants
- Letner Roofing Company Employee Stock Ownership Plan $141M · 71
- Godshall's Quality Meats Employee Stock Ownership Plan $78M · 273
- Onin Holdings, Inc. Employee Stock Ownership Plan $42M · 422
- Papich Construction Company, Inc. Employee Stock Ownership Plan $34M · 85
- Hc Employee Stock Ownership Plan $26M · 430
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Holbrook & Manter Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Holbrook & Manter Employee Stock Ownership Plan assets move in 2024? ▼
How have Holbrook & Manter, Inc. plan assets changed over time? ▼
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Next read for Holbrook & Manter Employee Stock Ownersh…
Multi-year trail
Ways to act on Holbrook & Manter Employee Stock Ownership Plan's numbers.
- By total assets, Holbrook & Manter Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in . Compare plans
- Holbrook & Manter, Inc.'s sponsor-wide assets have grown 95.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans
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 310998651.
Read our methodology - how this data is sourced, computed, and verified.