ESOP · DOL Form 5500 · 2024

Marshall Industries, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
66
Participants Small participant base
49th
Percentile by assets National rank
$107,831
Avg per participant Below avg balance/head
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Official DOL plan name: Marshall Industries, Inc. Employee Stock Ownership Plan · Sponsored by Marshall Industries, Inc. · Utah · Construction

$7M in assets, 66 participants

Marshall Industries, Inc.'s Marshall Industries, Inc. Employee Stock Ownership Plan reported $7M in total assets and 66 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #4,252 in Construction (9,039 peers)

Marshall Industries, Inc. multi-year trail

Marshall Industries, Inc.'s plans moved +23.8% in assets from 2022 to 2024; this filing shows Marshall Industries, Inc. Employee Stock Ownership Plan at $7M / 66 participants.

#4,252
in Construction (9,039 peers)
+15.7%
assets growth YoY

Marshall Industries, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Marshall Industries, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$7,116,836 49th percentile higher than 49% 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 Industries, 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. Marshall Industries, Inc. Employee Stock Ownership Plan is a small filing (66 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Marshall Industries, Inc. Employee Stock Ownership Plan reported net income rose from $402K in the plan year 2023 filing to $965K in the plan year 2024 filing.
  • Marshall Industries, Inc. Employee Stock Ownership Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Marshall Industries, Inc. Employee Stock Ownership Plan reported participants fell from 77 in the plan year 2023 filing to 66 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 870310328 · Marshall Industries, Inc. PY 2024 · ESOP

Marshall Industries, Inc. Employee Stock Ownership Plan · $7M · 66 · 49th

  • RANK $7M
  • RANK 66
  • RANK 49th
  • RANK ESOP
  • RANK near High Touch Holdings, Inc Employees Stock Ownership Plan
  • RANK ind #4252

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 Utah →

Marshall Industries, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Marshall Industries, Inc. Employee Stock Ownership PlanMarshall Industries, Inc. Em…$7MHigh Touch Holdings, Inc Employees Stock Ownership PlanHigh Touch Holdings, Inc Emp…$7MEmpire Valuation Consultants, Inc. Employee Stock Ownership PlanEmpire Valuation Consultants…$7MSuburban Steel Employee Stock Ownership PlanSuburban Steel Employee Stoc…$7MGiroux Glass, Inc. Employee Stock Ownership PlanGiroux Glass, Inc. Employee …$7M
End-of-year total assets ($M) among Marshall Industries, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Marshall Industries, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Marshall Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 23.783955928626305% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.75M $7.12M ▲ +23.8%
Year Plans Participants Total Assets
2022 2 78 $6M
2023 1 77 $6M
2024 1 66 $7M

Marshall Industries, Inc. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$965K
Employer EIN870310328
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Utah

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

Marshall Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants Scatter plot of 6 data points. -20002004006008001000 -50050100150200 Total assets ($M) Participants Marshall Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 7.116836 · Participants: 66Marshall Industries, Inc. Employee Stock Ownership PlanWhitaker Construction Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 185.484245 · Participants: 772Whitaker Construction Co., Inc. Employee Stock Ownership PlanRocky Mountain Atv, Inc. Employee Stock Ownership Plan, Total assets ($M): 119.773571 · Participants: 495Rocky Mountain Atv, Inc. Employee Stock Ownership PlanJacobsen Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 119.739328 · Participants: 605Jacobsen Construction Company, Inc. Employee Stock Ownership PlanFj Management Inc. Employee Stock Ownership Plan, Total assets ($M): 93.831351 · Participants: 28Fj Management Inc. Employee Stock Ownership PlanKenny Seng Construction Employee Stock Ownership Plan, Total assets ($M): 73.805536 · Participants: 170Kenny Seng Construction Employee Stock Ownership Plan
Marshall Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants
Compare Marshall Industries, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Utah, the nearest ESOP by assets is High Touch Holdings, Inc Employees Stock Ownership Plan in KS ($7M); by covered participants it is Msa Consulting, Inc. Employee Stock Ownership Plan in CA (66 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (66 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 Industries, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Marshall Industries, Inc. Employee Stock Ownership Plan grew sharply - up 15.7% during 2024, from $6M to $7M. Reported net income was $965K.
How have Marshall Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marshall Industries, Inc.'s sponsor-wide assets grew 23.8%, from $6M to $7M.
Which ESOP plans are similar in size to Marshall Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is High Touch Holdings, Inc Employees Stock Ownership Plan in KS ($7M, 143 participants).
Which ESOP plans cover a similar participant headcount to Marshall Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Msa Consulting, Inc. Employee Stock Ownership Plan in CA (66 participants, $8M 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 870310328.

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.