ESOP · DOL Form 5500 · 2024

Marshall & Sterling Enterprises, Inc. ESOP

Data updated 2026-08-25

$234M
Total assets Near avg plan size
518
Participants Below avg headcount
95th
Percentile by assets National rank
$452,405
Avg per participant High balance/head
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Official DOL plan name: Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan · Sponsored by Marshall & Sterling Enterprises, Inc. · New York · Management of Enterprises

$234M in assets, 518 participants

Marshall & Sterling Enterprises, Inc.'s Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan reported $234M in total assets and 518 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #964 in Management of Enterprises (1,133 peers)

Where Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan sits by assets

Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $234M for 518 participants (~$452,405/participant), up 16.2% in 2024.

#964
in Management of Enterprises (1,133 peers)
+16.2%
assets growth YoY
2.4×
vs typical plan assets (national mean)

Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan's outsized position by total assets

Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$234,345,888 Top 5% higher than 95% 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

Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (518 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan reported net income rose from $26M in the plan year 2023 filing to $32M in the plan year 2024 filing.
  • Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan end-of-year assets rose from $202M in the plan year 2023 filing to $234M in the plan year 2024 filing.
  • Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan reported participants rose from 494 in the plan year 2023 filing to 518 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 141769290 · Marshall & Sterling Enterprises, Inc. PY 2024 · ESOP

Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan · $234M · 518 · 95th

  • EBSA $234M
  • EBSA 518
  • EBSA 95th
  • EBSA ESOP
  • EBSA near Pace Supply Corporation Employee Stock Ownership Plan
  • EBSA ind #964

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 York →

Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan in the asset neighbourhood

National Nail Corp. Employee Stock Ownership PlanNational Nail Corp. Employee…$235MMarshall & Sterling Enterprises, Inc. Employee Stock Ownership PlanMarshall & Sterling Enterpri…$234MPace Supply Corporation Employee Stock Ownership PlanPace Supply Corporation Empl…$234MLmh ESOP Holdco, Inc. Employee Stock Ownership PlanLmh ESOP Holdco, Inc. Employ…$232MDixie Plywood and Lumber Company Employee Stock Ownership PlanDixie Plywood and Lumber Com…$231M
End-of-year total assets ($M) among Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$202M
Net Assets (End of Year)$209M
Net Income$32M
Employer EIN141769290
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marshall & Sterling Enterprises, Inc.)

Sponsor-wide plan assets over time

All Marshall & Sterling Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$303M 33.39556377902239% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $227M $303M ▲ +33.4%
Year Plans Participants Total Assets
2022 2 1,011 $227M
2023 2 1,021 $263M
2024 2 1,057 $303M

Nearby ESOP Plans in New York

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

Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 02004006008001000 Total assets ($M) Participants Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 234.345888 · Participants: 518Marshall & Sterling Enterprises, Inc. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 896.840227 · Participants: 3483Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 450.776522 · Participants: 3042North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 306.094988 · Participants: 3209Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 254.362741 · Participants: 1716Greenman-Pedersen, Inc. Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 228.037979 · Participants: 97H.C. Wainwright & Co. Employee Stock Ownership Plan
Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New York, the nearest ESOP by assets is Pace Supply Corporation Employee Stock Ownership Plan in CA ($234M); by covered participants it is Rancho Mesquite Casino, Inc. Employee Stock Ownership Plan in NV (519 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (518 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 Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan grew sharply - up 16.2% during 2024, from $202M to $234M. Reported net income was $32M.
How have Marshall & Sterling Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marshall & Sterling Enterprises, Inc.'s sponsor-wide assets grew 33.4%, from $227M to $303M.
Where does Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Pace Supply Corporation Employee Stock Ownership Plan in CA ($234M, 1,276 participants).
Which ESOP plans cover a similar participant headcount to Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Rancho Mesquite Casino, Inc. Employee Stock Ownership Plan in NV (519 participants, $187M 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 141769290.

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.