ESOP · DOL Form 5500 · 2024

Malk Sustainability Partners, LLC ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
69
Participants Small participant base
60th
Percentile by assets National rank
$179,132
Avg per participant Above avg balance/head
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Official DOL plan name: Malk Employee Stock Ownership Plan · Sponsored by Malk Sustainability Partners, LLC · California · Professional & Technical Services

$12M in assets, 69 participants

Malk Sustainability Partners, LLC's Malk Employee Stock Ownership Plan reported $12M in total assets and 69 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,889 in Professional & Technical Services (20,173 peers)

Malk Sustainability Partners, LLC multi-year trail

Malk Sustainability Partners, LLC's plans moved +36.7% in assets from 2022 to 2024; this filing shows Malk Employee Stock Ownership Plan at $12M / 69 participants.

#11,889
in Professional & Technical Services (20,173 peers)
+15.5%
assets growth YoY

Malk Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Malk Employee Stock Ownership Plan vs every filed plan by assets

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

$12,360,090 Top 40% higher than 60% 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

Malk Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Malk Employee Stock Ownership Plan is a small filing (69 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Malk Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Malk Employee Stock Ownership Plan reported participants fell from 95 in the plan year 2023 filing to 69 in the plan year 2024 filing.
  • Malk Employee Stock Ownership Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 464784414 · Malk Sustainability Partners, LLC PY 2024 · ESOP

Malk Employee Stock Ownership Plan · $12M · 69 · 60th

  • VS-ST $12M
  • BOY 69
  • SCH 60th
  • EBSA ESOP
  • PART near Thompson Solutions Group Employee Stock Ownership Plan
  • TYPE ind #11889

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 →

Malk Employee Stock Ownership Plan in the asset neighbourhood

Comgraphics, Inc. Employee Stock Ownership PlanComgraphics, Inc. Employee S…$12MMesa Verde Enterprises Holdings, Inc. ESOPMesa Verde Enterprises Holdi…$12MMalk Employee Stock Ownership PlanMalk Employee Stock Ownershi…$12MThompson Solutions Group Employee Stock Ownership PlanThompson Solutions Group Emp…$12MNkw, Inc. Employee Stock Ownership PlanNkw, Inc. Employee Stock Own…$12M
End-of-year total assets ($M) among Malk Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Malk Sustainability Partners, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Malk Sustainability Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 36.68117953672053% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $9.04M $12.4M ▲ +36.7%
Year Plans Participants Total Assets
2022 1 112 $9M
2023 1 95 $11M
2024 1 69 $12M

Malk Sustainability Partners, LLC filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$6M
Employer EIN464784414
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Malk Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Malk Employee Stock Ownership Plan, Total assets ($B): 0.01236009 · Participants: 69Malk 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
Malk Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Malk Employee Stock Ownership Plan side-by-side with 3 peers →

Malk Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Thompson Solutions Group Employee Stock Ownership Plan in IA ($12M); by covered participants it is R. C. Lurie Company, Inc. Employee Stock Ownership Plan in AZ (69 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (69 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 Malk Employee Stock Ownership Plan assets move in 2024? ▼
Malk Employee Stock Ownership Plan grew sharply - up 15.5% during 2024, from $11M to $12M. Reported net income was $6M.
How have Malk Sustainability Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Malk Sustainability Partners, LLC's sponsor-wide assets grew 36.7%, from $9M to $12M.
Which ESOP plans are similar in size to Malk Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Thompson Solutions Group Employee Stock Ownership Plan in IA ($12M, 173 participants).
Which ESOP plans cover a similar participant headcount to Malk Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is R. C. Lurie Company, Inc. Employee Stock Ownership Plan in AZ (69 participants, $103M 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 464784414.

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.