ESOP · DOL Form 5500 · 2024

The Myers-Briggs Company ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
103
Participants Small participant base
31st
Percentile by assets National rank
$23,493
Avg per participant Low balance/head
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Official DOL plan name: The Myers-Briggs Company Employee Stock Ownership Plan and Trust · Sponsored by The Myers-Briggs Company · California · Information & Media

$2M in assets, 103 participants

The Myers-Briggs Company's The Myers-Briggs Company Employee Stock Ownership Plan and Trust reported $2M in total assets and 103 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #477 in Information & Media (2,822 peers)

Coverage in California

The Myers-Briggs Company Employee Stock Ownership Plan and Trust covers 103 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $2M.

#477
in Information & Media (2,822 peers)
-62.3%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Myers-Briggs Company Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

The Myers-Briggs Company Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$2,419,786 31st percentile higher than 31% 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 Myers-Briggs Company Employee Stock Ownership Plan and Trust 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. The Myers-Briggs Company Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Myers-Briggs Company Employee Stock Ownership Plan and Trust reported net income fell from -$962K in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • The Myers-Briggs Company Employee Stock Ownership Plan and Trust end-of-year assets fell from $6M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • The Myers-Briggs Company Employee Stock Ownership Plan and Trust reported participants fell from 111 in the plan year 2023 filing to 103 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 941337736 · The Myers-Briggs Company PY 2024 · ESOP

The Myers-Briggs Company Employee Stock Ownership Plan and Trust · $2M · 103 · 31st

  • IND $2M
  • IND 103
  • IND 31st
  • IND ESOP
  • IND near Itamco, Inc. Employee Stock Ownership Plan
  • IND ind #477

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 Myers-Briggs Company Employee Stock Ownership Plan and Trust in the asset neighbourhood

The Myers-Briggs Company Employee Stock Ownership Plan and TrustThe Myers-Briggs Company Emp…$2MItamco, Inc. Employee Stock Ownership PlanItamco, Inc. Employee Stock …$2MSports Info Solutions Employee Stock Ownership PlanSports Info Solutions Employ…$2MSchaumburg & Polk, Inc. Employee Stock Ownership PlanSchaumburg & Polk, Inc. Empl…$2MMolded Products, Inc. Employee Stock Ownership Plan and TrustMolded Products, Inc. Employ…$2M
End-of-year total assets ($M) among The Myers-Briggs Company Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$2M
Net Income-$4M
Employer EIN941337736
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Myers-Briggs Company)

Sponsor-wide plan assets over time

All The Myers-Briggs Company plans reported in each filing year

Latest sponsor-wide plan assets
$32M 4.495707019862731% vs 2022
2024 filing year
$32M$33M$34M$35M$36M 202220232024 $34M $32.5M ▼ -4.5%
Year Plans Participants Total Assets
2022 2 199 $34M
2023 2 223 $35M
2024 2 206 $32M

Nearby ESOP Plans in California

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

The Myers-Briggs Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants The Myers-Briggs Company Employee Stock Ownership Plan and Trust, Total assets ($B): 0.002419786 · Participants: 103The Myers-Briggs Company Employee Stock Ownership Plan and TrustParsons 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 Myers-Briggs Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants
Compare The Myers-Briggs Company Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

The Myers-Briggs Company Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Itamco, Inc. Employee Stock Ownership Plan in IN ($2M); by covered participants it is Cci Holdings, Inc. Employee Stock Ownership Plan in IN (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Myers-Briggs Company Employee Stock Ownership Plan and Trust assets move in 2024? ▼
The Myers-Briggs Company Employee Stock Ownership Plan and Trust contracted severely - down 62.3% during 2024, from $6M to $2M. Reported net income was -$4M.
How have The Myers-Briggs Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Myers-Briggs Company's sponsor-wide assets declined 4.5%, from $34M to $32M.
Which ESOP plans are similar in size to The Myers-Briggs Company Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Itamco, Inc. Employee Stock Ownership Plan in IN ($2M, 122 participants).
Which ESOP plans cover a similar participant headcount to The Myers-Briggs Company Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Cci Holdings, Inc. Employee Stock Ownership Plan in IN (103 participants, $91M 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 941337736.

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.