ESOP · DOL Form 5500 · 2024

Marion Mold & Tool, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
41
Participants Small participant base
37th
Percentile by assets National rank
$87,933
Avg per participant Below avg balance/head
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Official DOL plan name: Marion Mold & Tool Employee Stock Ownership Plan · Sponsored by Marion Mold & Tool, Inc. · Virginia · Manufacturing

$4M in assets, 41 participants

Marion Mold & Tool, Inc.'s Marion Mold & Tool Employee Stock Ownership Plan reported $4M in total assets and 41 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #3,549 in Manufacturing (17,777 peers)

Marion Mold & Tool, Inc. multi-year trail

Marion Mold & Tool, Inc.'s plans moved +10.9% in assets from 2022 to 2024; this filing shows Marion Mold & Tool Employee Stock Ownership Plan at $4M / 41 participants.

#3,549
in Manufacturing (17,777 peers)
+6.5%
assets growth YoY

Marion Mold & Tool Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Marion Mold & Tool Employee Stock Ownership Plan vs every filed plan by assets

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

$3,605,259 37th percentile higher than 37% 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

Marion Mold & Tool 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. Marion Mold & Tool Employee Stock Ownership Plan is a small filing (41 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Marion Mold & Tool Employee Stock Ownership Plan reported net income rose from $307K in the plan year 2023 filing to $408K in the plan year 2024 filing.
  • Marion Mold & Tool Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Marion Mold & Tool Employee Stock Ownership Plan reported participants rose from 40 in the plan year 2023 filing to 41 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 541139227 · Marion Mold & Tool, Inc. PY 2024 · ESOP

Marion Mold & Tool Employee Stock Ownership Plan · $4M · 41 · 37th

  • ASSETS $4M
  • PCT 41
  • EIN 37th
  • RANK ESOP
  • PHOTO near Record Press, Inc. Employee Stock Ownership Plan
  • IND ind #3549

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 Virginia →

Marion Mold & Tool Employee Stock Ownership Plan in the asset neighbourhood

Marion Mold & Tool Employee Stock Ownership PlanMarion Mold & Tool Employee …$4MRecord Press, Inc. Employee Stock Ownership PlanRecord Press, Inc. Employee …$4MMr. C Refrigeration, Inc. Employee Stock Ownership Plan and TrustMr. C Refrigeration, Inc. Em…$4MSynergy Enterprises, Inc. Employee Stock Ownership PlanSynergy Enterprises, Inc. Em…$4MBison Engineering, Inc. ESOP$4M
End-of-year total assets ($M) among Marion Mold & Tool Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Marion Mold & Tool, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Marion Mold & Tool, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 10.911252761045722% vs 2022
2024 filing year
$3.2M$3.4M$3.6M$3.8M 202220232024 $3.25M $3.61M ▲ +11.1%
Year Plans Participants Total Assets
2022 1 41 $3M
2023 1 40 $3M
2024 1 41 $4M

Marion Mold & Tool, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$408K
Employer EIN541139227
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Virginia

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

Marion Mold & Tool Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Marion Mold & Tool Employee Stock Ownership Plan, Total assets ($B): 0.003605259 · Participants: 41Marion Mold & Tool Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.333135639 · Participants: 6515Nvr, Inc. Employee Stock Ownership PlanDelta Star Employee Stock Ownership Plan, Total assets ($B): 0.446814442 · Participants: 222Delta Star Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.407104271 · Participants: 1962Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.385752212 · Participants: 1811The Resorts Companies, Inc. Employee Stock Ownership PlanNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.380000537 · Participants: 458New River Electrical Corporation Employee Stock Ownership Plan
Marion Mold & Tool Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants

Marion Mold & Tool Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Record Press, Inc. Employee Stock Ownership Plan in NY ($4M); by covered participants it is Custom Dental Management, Inc. Employee Stock Ownership Plan in MO (41 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 Marion Mold & Tool Employee Stock Ownership Plan assets move in 2024?
Marion Mold & Tool Employee Stock Ownership Plan grew at a solid clip - up 6.5% during 2024, from $3M to $4M. Reported net income was $408K.
How have Marion Mold & Tool, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Marion Mold & Tool, Inc.'s sponsor-wide assets grew 10.9%, from $3M to $4M.
Which ESOP plans are similar in size to Marion Mold & Tool Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Record Press, Inc. Employee Stock Ownership Plan in NY ($4M, 24 participants).
Which ESOP plans cover a similar participant headcount to Marion Mold & Tool Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Custom Dental Management, Inc. Employee Stock Ownership Plan in MO (41 participants, N/A in assets).