ESOP · DOL Form 5500 · 2024

Middleton & Company, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
14
Participants Small participant base
44th
Percentile by assets National rank
$390,595
Avg per participant High balance/head
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Official DOL plan name: Middleton & Company, Inc. Employee Stock Ownership Plan · Sponsored by Middleton & Company, Inc. · Massachusetts · Other Services

$5M in assets, 14 participants

Middleton & Company, Inc.'s Middleton & Company, Inc. Employee Stock Ownership Plan reported $5M in total assets and 14 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.

  • #5,047 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Middleton & Company, Inc. Employee Stock Ownership Plan ranks #5,047 of 7,719 2024 filers by assets (367% of the sector average)-$5M for 14 participants.

#5,047
in Other Services (7,719 peers)
+7.3%
assets growth YoY

Middleton & Company, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Other Services and all filers

Middleton & Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,468,325 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

Middleton & Company, 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. Middleton & Company, Inc. Employee Stock Ownership Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Middleton & Company, Inc. Employee Stock Ownership Plan reported net income rose from $194K in the plan year 2023 filing to $499K in the plan year 2024 filing.
  • Middleton & Company, Inc. Employee Stock Ownership Plan reported participants rose from 12 in the plan year 2023 filing to 14 in the plan year 2024 filing.
  • Middleton & Company, Inc. Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 042941854 · Middleton & Company, Inc. PY 2024 · ESOP

Middleton & Company, Inc. Employee Stock Ownership Plan · $5M · 14 · 44th

  • IND $5M
  • IND 14
  • IND 44th
  • IND ESOP
  • IND near The Fertrell Company Employee Stock Ownership Plan
  • IND ind #5047

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 →

Middleton & Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Middleton & Company, Inc. Employee Stock Ownership PlanMiddleton & Company, Inc. Em…$5MThe Fertrell Company Employee Stock Ownership PlanThe Fertrell Company Employe…$5MPipe Valve Fitting Co Employee Stock Ownership PlanPipe Valve Fitting Co Employ…$5MCorporate Press, Inc. Employee Stock Ownership and Profit Sharing PlanCorporate Press, Inc. Employ…$5MRadian Research, Inc. Employee Stock Ownership PlanRadian Research, Inc. Employ…$5M
End-of-year total assets ($M) among Middleton & Company, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$499K
Employer EIN042941854
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Middleton & Company, Inc.)

Sponsor-wide plan assets over time

All Middleton & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 11.17957198815402% vs 2022
2024 filing year
$4.8M$5M$5.2M$5.4M$5.6M 202220232024 $4.92M $5.47M ▲ +11.2%
Year Plans Participants Total Assets
2022 1 15 $5M
2023 1 12 $5M
2024 1 14 $5M

Nearby ESOP Plans in Massachusetts

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

Middleton & Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Middleton & Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 5.468325 · Participants: 14Middleton & Company, Inc. 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
Middleton & Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Middleton & Company, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest ESOP by assets is The Fertrell Company Employee Stock Ownership Plan in PA ($5M); by covered participants it is Foods for Living, Inc. Employee Stock Ownership Plan and Trust in MI (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Middleton & Company, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Middleton & Company, Inc. Employee Stock Ownership Plan grew at a solid clip - up 7.3% during 2024, from $5M to $5M. Reported net income was $499K.
How have Middleton & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Middleton & Company, Inc.'s sponsor-wide assets grew 11.2%, from $5M to $5M.
Which ESOP plans are similar in size to Middleton & Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Fertrell Company Employee Stock Ownership Plan in PA ($5M, 22 participants).
Which ESOP plans cover a similar participant headcount to Middleton & Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Foods for Living, Inc. Employee Stock Ownership Plan and Trust in MI (14 participants, N/A 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 042941854.

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.