ESOP · DOL Form 5500 · 2024

Martell Services Group, Inc. ESOP

Data updated 2026-08-25

$120K
Total assets Small plan by assets
110
Participants Small participant base
7th
Percentile by assets National rank
$1,091
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Martell Services Group, Inc. Employee Stock Ownership Plan · Sponsored by Martell Services Group, Inc. · Indiana · Construction

$120K in assets, 110 participants

Martell Services Group, Inc.'s Martell Services Group, Inc. Employee Stock Ownership Plan reported $120K in total assets and 110 participants in its 2024 DOL Form 5500 filing, ranking in the 7th 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.

  • #596 in Construction (9,039 peers)

Coverage in Indiana

Martell Services Group, Inc. Employee Stock Ownership Plan covers 110 participants in Indiana, about 20% of the average Indiana filer (state average ~541 per filing). Assets: $120K.

#596
in Construction (9,039 peers)
+140.0%
assets growth YoY

Martell Services Group, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Martell Services Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$120,000 7th percentile higher than 7% 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

Martell Services Group, 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. Martell Services Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (110 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Martell Services Group, Inc. Employee Stock Ownership Plan end-of-year assets rose from $50K in the plan year 2023 filing to $120K in the plan year 2024 filing.
  • Martell Services Group, Inc. Employee Stock Ownership Plan reported net income rose from -$6M in the plan year 2023 filing to $79K in the plan year 2024 filing.
  • Martell Services Group, Inc. Employee Stock Ownership Plan reported participants fell from 123 in the plan year 2023 filing to 110 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 061675328 · Martell Services Group, Inc. PY 2024 · ESOP

Martell Services Group, Inc. Employee Stock Ownership Plan · $120K · 110 · 7th

  • RANK $120K
  • PHOTO 110
  • IND 7th
  • EOY ESOP
  • 5500 near Mcg Utilities Employee Stock Ownership Plan
  • ASSETS ind #596

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 Indiana →

Martell Services Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Martell Services Group, Inc. Employee Stock Ownership PlanMartell Services Group, Inc.…$120KMcg Utilities Employee Stock Ownership PlanMcg Utilities Employee Stock…$120KReinhardt Corp. Employee Stock Ownership PlanReinhardt Corp. Employee Sto…$120KMacpherson's Employee Stock Ownership PlanMacpherson's Employee Stock …$119KStoney Creek Employee Stock Ownership TrustStoney Creek Employee Stock …$119K
End-of-year total assets ($M) among Martell Services Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$50K
Net Assets (End of Year)-$300K
Net Income$79K
Employer EIN061675328
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Martell Services Group, Inc.)

Sponsor-wide plan assets over time

All Martell Services Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$120K 98.01324503311258% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $6.04M $0.12M ▼ -98.0%
Year Plans Participants Total Assets
2022 1 277 $6M
2023 1 123 $50K
2024 1 110 $120K

Nearby ESOP Plans in Indiana

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

Martell Services Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.522.5 Total assets ($B) Participants Martell Services Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00012 · Participants: 110Martell Services Group, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 2.185109137 · Participants: 4295Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.432438721 · Participants: 509Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.376983564 · Participants: 1370Nibco Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.170278352 · Participants: 622Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership PlanErmco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.151428287 · Participants: 123Ermco, Inc. Employee Stock Ownership Plan
Martell Services Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Martell Services Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Martell Services Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Mcg Utilities Employee Stock Ownership Plan in PA ($120K); by covered participants it is Central Milling Employee Stock Ownership Plan and Trust in UT (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Martell Services Group, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Martell Services Group, Inc. Employee Stock Ownership Plan surged - up 140.0% during 2024, from $50K to $120K. Reported net income was $79K.
How have Martell Services Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Martell Services Group, Inc.'s sponsor-wide assets declined 98.0%, from $6M to $120K.
Where does Martell Services Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Martell Services Group, Inc. Employee Stock Ownership Plan ranks in the 7th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Martell Services Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mcg Utilities Employee Stock Ownership Plan in PA ($120K, 67 participants).
Which ESOP plans cover a similar participant headcount to Martell Services Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Central Milling Employee Stock Ownership Plan and Trust in UT (110 participants, $55M 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 061675328.

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.