ESOP · DOL Form 5500 · 2024

Munro Associates, LLC ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
43
Participants Small participant base
34th
Percentile by assets National rank
$70,068
Avg per participant Below avg balance/head
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Official DOL plan name: The Vault Employee Stock Ownership Plan · Sponsored by Munro Associates, LLC · Massachusetts · Retail Trade

$3M in assets, 43 participants

Munro Associates, LLC's The Vault Employee Stock Ownership Plan reported $3M in total assets and 43 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #3,691 in Retail Trade (8,048 peers)

Munro Associates, LLC multi-year trail

Munro Associates, LLC's plans moved +38.3% in assets from 2023 to 2024; this filing shows The Vault Employee Stock Ownership Plan at $3M / 43 participants.

#3,691
in Retail Trade (8,048 peers)
+38.3%
assets growth YoY

The Vault Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

The Vault Employee Stock Ownership Plan vs every filed plan by assets

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

$3,012,910 34th percentile higher than 34% 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

The Vault 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. The Vault Employee Stock Ownership Plan is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Vault Employee Stock Ownership Plan reported net income rose from -$7M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • The Vault Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • The Vault Employee Stock Ownership Plan reported participants rose from N/A in the plan year 2023 filing to 43 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 832236376 · Munro Associates, LLC PY 2024 · ESOP

The Vault Employee Stock Ownership Plan · $3M · 43 · 34th

  • 5500 $3M
  • 5500 43
  • 5500 34th
  • 5500 ESOP
  • 5500 near Oates Associates, Inc. Employee Stock Ownership Plan
  • 5500 ind #3691

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 Massachusetts →

The Vault Employee Stock Ownership Plan in the asset neighbourhood

The Vault Employee Stock Ownership PlanThe Vault Employee Stock Own…$3MOates Associates, Inc. Employee Stock Ownership PlanOates Associates, Inc. Emplo…$3MP.T. Services Rehabilitation, Inc. Employee Stock Ownership PlanP.T. Services Rehabilitation…$3MA Technological Advantage, Inc. Employee Stock Ownership PlanA Technological Advantage, I…$3MTank Industry Consultants, Inc. Employee Stock Ownership PlanTank Industry Consultants, I…$3M
End-of-year total assets ($M) among The Vault Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Munro Associates, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Munro Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 38.333792470156105% vs 2023
2024 filing year
$2M$2.5M$3M$3.5M 20232024 $2.18M $3.01M ▲ +38.1%
Year Plans Participants Total Assets
2023 1 N/A $2M
2024 1 43 $3M

Munro Associates, LLC filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$6M
Net Income$1M
Employer EIN832236376
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Massachusetts

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

The Vault Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants The Vault Employee Stock Ownership Plan, Total assets ($M): 3.01291 · Participants: 43The Vault Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 729.34706 · Participants: 1684Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 367.792322 · Participants: 139The Gillette Company Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 253.372727 · Participants: 445First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanDavid Clark Employee Stock Ownership Plan, Total assets ($M): 182.6375 · Participants: 236David Clark Employee Stock Ownership PlanNew England Biolabs, Inc. Non-Voting Stock Ownership Plan, Total assets ($M): 162.974294 · Participants: 424New England Biolabs, Inc. Non-Voting Stock Ownership Plan
The Vault Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare The Vault Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest ESOP by assets is Oates Associates, Inc. Employee Stock Ownership Plan in IL ($3M); by covered participants it is Zsi Employee Stock Ownership Plan in WI (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 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 The Vault Employee Stock Ownership Plan assets move in 2024? ▼
The Vault Employee Stock Ownership Plan surged - up 38.3% during 2024, from $2M to $3M. Reported net income was $1M.
How have Munro Associates, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Munro Associates, LLC's sponsor-wide assets grew 38.3%, from $2M to $3M.
Which ESOP plans are similar in size to The Vault Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Oates Associates, Inc. Employee Stock Ownership Plan in IL ($3M, 80 participants).
Which ESOP plans cover a similar participant headcount to The Vault Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Zsi Employee Stock Ownership Plan in WI (43 participants, $4M 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 832236376.

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.