ESOP · DOL Form 5500 · 2024

Menke & Associates, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
41
Participants Small participant base
54th
Percentile by assets National rank
$223,781
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Menke Group Employee Stock Ownership Plan · Sponsored by Menke & Associates, Inc. · California · Professional & Technical Services

$9M in assets, 41 participants

Menke & Associates, Inc.'s The Menke Group Employee Stock Ownership Plan reported $9M in total assets and 41 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,510 in Professional & Technical Services (20,173 peers)

Menke & Associates, Inc. multi-year trail

Menke & Associates, Inc.'s plans moved +13.8% in assets from 2022 to 2024; this filing shows The Menke Group Employee Stock Ownership Plan at $9M / 41 participants.

#10,510
in Professional & Technical Services (20,173 peers)
-0.7%
assets change YoY

The plan reported a net loss of $101K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Menke Group Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

The Menke Group Employee Stock Ownership Plan vs every filed plan by assets

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

$9,175,031 Top 46% higher than 54% 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

The Menke Group 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. The Menke Group 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

  • The Menke Group Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2023 filing to -$101K in the plan year 2024 filing.
  • The Menke Group Employee Stock Ownership Plan reported participants fell from 44 in the plan year 2023 filing to 41 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 942349093 · Menke & Associates, Inc. PY 2024 · ESOP

The Menke Group Employee Stock Ownership Plan · $9M · 41 · 54th

  • PART $9M
  • TYPE 41
  • NET 54th
  • BOOK ESOP
  • VS-ST near Seaside Farm, Inc. Employee Stock Ownership Plan
  • BOY ind #10510

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 California →

The Menke Group Employee Stock Ownership Plan in the asset neighbourhood

Hmn Financial, Inc. Employee Stock Ownership PlanHmn Financial, Inc. Employee…$9MThe Menke Group Employee Stock Ownership PlanThe Menke Group Employee Sto…$9MSeaside Farm, Inc. Employee Stock Ownership PlanSeaside Farm, Inc. Employee …$9MGreen International Affiliates, Inc. Employee Stock Ownership PlanGreen International Affiliat…$9MNational Bureau of Property Administration, Inc. Employee Stock Ownership PlanNational Bureau of Property …$9M
End-of-year total assets ($M) among The Menke Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Menke & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Menke & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 13.816240052587267% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M$9.5M 202220232024 $8.06M $9.18M ▲ +13.9%
Year Plans Participants Total Assets
2022 1 42 $8M
2023 1 44 $9M
2024 1 41 $9M

Menke & Associates, Inc. filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income-$101K
Employer EIN942349093
Plan Effective Date1983-12-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

The Menke Group Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants The Menke Group Employee Stock Ownership Plan, Total assets ($B): 0.009175031 · Participants: 41The Menke Group Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
The Menke Group Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare The Menke Group Employee Stock Ownership Plan side-by-side with 3 peers →

The Menke Group Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Seaside Farm, Inc. Employee Stock Ownership Plan in SC ($9M); 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.

Similar participant headcount

Nearest other-state filings by covered participants (41 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 The Menke Group Employee Stock Ownership Plan assets move in 2024? ▼
The Menke Group Employee Stock Ownership Plan held essentially flat - down 0.7% during 2024, from $9M to $9M. Reported net income was -$101K.
How have Menke & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Menke & Associates, Inc.'s sponsor-wide assets grew 13.8%, from $8M to $9M.
Which ESOP plans are similar in size to The Menke Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Seaside Farm, Inc. Employee Stock Ownership Plan in SC ($9M, 13 participants).
Which ESOP plans cover a similar participant headcount to The Menke Group 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).

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 942349093.

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.