ESOP · DOL Form 5500 · 2024

Marina Mechanical Services ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
25
Participants Small participant base
50th
Percentile by assets National rank
$300,741
Avg per participant High balance/head
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Official DOL plan name: Marina Mechanical Services Employee Stock Ownership Plan · Sponsored by Marina Mechanical Services · California · Construction

$8M in assets, 25 participants

Marina Mechanical Services's Marina Mechanical Services Employee Stock Ownership Plan reported $8M in total assets and 25 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #4,371 in Construction (9,039 peers)

Marina Mechanical Services multi-year trail

Marina Mechanical Services's plans moved +34.3% in assets from 2022 to 2024; this filing shows Marina Mechanical Services Employee Stock Ownership Plan at $8M / 25 participants.

#4,371
in Construction (9,039 peers)
+32.5%
assets growth YoY

Marina Mechanical Services Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Marina Mechanical Services Employee Stock Ownership Plan vs every filed plan by assets

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

$7,518,531 Top 50% higher than 50% 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

Marina Mechanical Services 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. Marina Mechanical Services Employee Stock Ownership Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Marina Mechanical Services Employee Stock Ownership Plan reported net income rose from $321K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Marina Mechanical Services Employee Stock Ownership Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Marina Mechanical Services Employee Stock Ownership Plan reported participants rose from 20 in the plan year 2023 filing to 25 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 942667797 · Marina Mechanical Services PY 2024 · ESOP

Marina Mechanical Services Employee Stock Ownership Plan · $8M · 25 · 50th

  • BOY $8M
  • SCH 25
  • EBSA 50th
  • PART ESOP
  • TYPE near Security State Bancshares, Inc. Employee Stock Ownership Plan
  • NET ind #4371

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 →

Marina Mechanical Services Employee Stock Ownership Plan in the asset neighbourhood

Array Architects Employee Stock Ownership PlanArray Architects Employee St…$8MLbs Employee Stock Ownership PlanLbs Employee Stock Ownership…$8MMarina Mechanical Services Employee Stock Ownership PlanMarina Mechanical Services E…$8MSecurity State Bancshares, Inc. Employee Stock Ownership PlanSecurity State Bancshares, I…$8MCrescent Industries Employee Stock Ownership PlanCrescent Industries Employee…$8M
End-of-year total assets ($M) among Marina Mechanical Services Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Marina Mechanical Services multi-year asset trail

Sponsor-wide plan assets over time

All Marina Mechanical Services plans reported in each filing year

Latest sponsor-wide plan assets
$8M 34.3411423658238% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.6M $7.52M ▲ +34.3%
Year Plans Participants Total Assets
2022 1 21 $6M
2023 1 20 $6M
2024 1 25 $8M

Marina Mechanical Services filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$4M
Net Income$2M
Employer EIN942667797
Plan Effective Date2015-11-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Marina Mechanical Services Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Marina Mechanical Services Employee Stock Ownership Plan, Total assets ($B): 0.007518531 · Participants: 25Marina Mechanical Services 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
Marina Mechanical Services Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

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

Outside California, the nearest ESOP by assets is Security State Bancshares, Inc. Employee Stock Ownership Plan in MO ($8M); by covered participants it is Panhandle Implement Company, Inc. Employee Stock Ownership Plan in TX (25 participants). Same-state nearby plans are listed separately above.

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 Marina Mechanical Services Employee Stock Ownership Plan assets move in 2024?
Marina Mechanical Services Employee Stock Ownership Plan surged - up 32.5% during 2024, from $6M to $8M. Reported net income was $2M.
How have Marina Mechanical Services plan assets changed over time?
Across 3 plan years on file (2022-2024), Marina Mechanical Services's sponsor-wide assets grew 34.3%, from $6M to $8M.
Which ESOP plans are similar in size to Marina Mechanical Services Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Security State Bancshares, Inc. Employee Stock Ownership Plan in MO ($8M, 180 participants).
Which ESOP plans cover a similar participant headcount to Marina Mechanical Services Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Panhandle Implement Company, Inc. Employee Stock Ownership Plan in TX (25 participants, $2M in assets).