ESOP · DOL Form 5500 · 2024

Marts & Lundy, Incorporated ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
39
Participants Small participant base
44th
Percentile by assets National rank
$142,307
Avg per participant Near avg balance/head
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Official DOL plan name: Marts & Lundy, Inc. Employee Stock Ownership Plan · Sponsored by Marts & Lundy, Incorporated · New Jersey · Professional & Technical Services

$6M in assets, 39 participants

Marts & Lundy, Incorporated's Marts & Lundy, Inc. Employee Stock Ownership Plan reported $6M in total assets and 39 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,394 in Professional & Technical Services (20,173 peers)

Marts & Lundy, Incorporated multi-year trail

Marts & Lundy, Incorporated's plans moved +40.6% in assets from 2022 to 2024; this filing shows Marts & Lundy, Inc. Employee Stock Ownership Plan at $6M / 39 participants.

#8,394
in Professional & Technical Services (20,173 peers)
+7.6%
assets growth YoY

Marts & Lundy, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Marts & Lundy, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,549,976 44th percentile higher than 44% 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

Marts & Lundy, Inc. 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. Marts & Lundy, Inc. Employee Stock Ownership Plan is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Marts & Lundy, Inc. Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2023 filing to $390K in the plan year 2024 filing.
  • Marts & Lundy, Inc. Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Marts & Lundy, Inc. Employee Stock Ownership Plan reported participants fell from 42 in the plan year 2023 filing to 39 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 222328092 · Marts & Lundy, Incorporated PY 2024 · ESOP

Marts & Lundy, Inc. Employee Stock Ownership Plan · $6M · 39 · 44th

  • BOY $6M
  • SCH 39
  • EBSA 44th
  • PART ESOP
  • TYPE near Opportunities for Positive Growth, Inc. Employee Stock Ownership Plan
  • NET ind #8394

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 New Jersey →

Marts & Lundy, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Marts & Lundy, Inc. Employee Stock Ownership PlanMarts & Lundy, Inc. Employee…$6MOpportunities for Positive Growth, Inc. Employee Stock Ownership PlanOpportunities for Positive G…$6MBank of Oak Ridge Employee Stock Ownership Plan and TrustBank of Oak Ridge Employee S…$6MFlying S, Inc. Employee Stock Ownership PlanFlying S, Inc. Employee Stoc…$6MCurtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and TrustCurtis Restaurant Equipment,…$6M
End-of-year total assets ($M) among Marts & Lundy, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Marts & Lundy, Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Marts & Lundy, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$20M 40.63385724426777% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.3M $20.1M ▲ +40.6%
Year Plans Participants Total Assets
2022 2 90 $14M
2023 2 77 $18M
2024 2 68 $20M

Marts & Lundy, Incorporated filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$390K
Employer EIN222328092
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New Jersey

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

Marts & Lundy, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400500 Total assets ($M) Participants Marts & Lundy, Inc. Employee Stock Ownership Plan, Total assets ($M): 5.549976 · Participants: 39Marts & Lundy, Inc. Employee Stock Ownership PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 446.25 · Participants: 1176Okonite Company Employees Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 302.820247 · Participants: 1275Conair LLC Savings and Investment PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 280.534757 · Participants: 1740Mathematica Group Holding Inc. Employee Stock Ownership PlanAmboy Bancorporation Employee Stock Ownership Plan, Total assets ($M): 105.2481 · Participants: 199Amboy Bancorporation Employee Stock Ownership PlanRailroad Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 87.816327 · Participants: 144Railroad Construction Company, Inc. Employee Stock Ownership Plan
Marts & Lundy, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare Marts & Lundy, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Marts & Lundy, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New Jersey, the nearest ESOP by assets is Opportunities for Positive Growth, Inc. Employee Stock Ownership Plan in IN ($6M); by covered participants it is Sacred Wind Employee Stock Ownership Plan in NM (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 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 Marts & Lundy, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Marts & Lundy, Inc. Employee Stock Ownership Plan grew at a solid clip - up 7.6% during 2024, from $5M to $6M. Reported net income was $390K.
How have Marts & Lundy, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marts & Lundy, Incorporated's sponsor-wide assets grew 40.6%, from $14M to $20M.
Which ESOP plans are similar in size to Marts & Lundy, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Opportunities for Positive Growth, Inc. Employee Stock Ownership Plan in IN ($6M, 131 participants).
Which ESOP plans cover a similar participant headcount to Marts & Lundy, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sacred Wind Employee Stock Ownership Plan in NM (39 participants, $1M 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 222328092.

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.