ESOP · DOL Form 5500 · 2024

Mallory Industries, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
24
Participants Small participant base
50th
Percentile by assets National rank
$323,464
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mallory Industries, Inc. Employee Stock Ownership Plan · Sponsored by Mallory Industries, Inc. · Connecticut · Manufacturing

$8M in assets, 24 participants

Mallory Industries, Inc.'s Mallory Industries, Inc. Employee Stock Ownership Plan reported $8M in total assets and 24 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #6,192 in Manufacturing (17,777 peers)

Mallory Industries, Inc. multi-year trail

Mallory Industries, Inc.'s plans moved +38.1% in assets from 2022 to 2024; this filing shows Mallory Industries, Inc. Employee Stock Ownership Plan at $8M / 24 participants.

#6,192
in Manufacturing (17,777 peers)
+6.1%
assets growth YoY

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

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

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

$7,763,135 Top 50% higher than 50% 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

Mallory 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. Mallory Industries, Inc. Employee Stock Ownership Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mallory Industries, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to $526K in the plan year 2024 filing.
  • Mallory Industries, Inc. Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Mallory Industries, Inc. Employee Stock Ownership Plan reported participants fell from 25 in the plan year 2023 filing to 24 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 060715770 · Mallory Industries, Inc. PY 2024 · ESOP

Mallory Industries, Inc. Employee Stock Ownership Plan · $8M · 24 · 50th

  • PCT $8M
  • EIN 24
  • RANK 50th
  • PHOTO ESOP
  • IND near Gear Motions, Inc. Employee Stock Ownership Plan
  • EOY ind #6192

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 Connecticut →

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

Hatfield and Company, Inc. Employee Stock Ownership PlanHatfield and Company, Inc. E…$8MMallory Industries, Inc. Employee Stock Ownership PlanMallory Industries, Inc. Emp…$8MGear Motions, Inc. Employee Stock Ownership PlanGear Motions, Inc. Employee …$8MBanctenn Corp. Employee Stock Ownership PlanBanctenn Corp. Employee Stoc…$8MTeoc, Inc. Employee Stock Ownership PlanTeoc, Inc. Employee Stock Ow…$8M
End-of-year total assets ($M) among Mallory Industries, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Mallory Industries, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$8M 38.0731947728386% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.62M $7.76M ▲ +38.1%
Year Plans Participants Total Assets
2022 1 29 $6M
2023 1 25 $7M
2024 1 24 $8M

Mallory Industries, Inc. filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$4M
Net Income$526K
Employer EIN060715770
Plan Effective Date1999-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Connecticut

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

Mallory Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -2000200400600 -1000100200300400 Total assets ($M) Participants Mallory Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 7.763135 · Participants: 24Mallory Industries, Inc. Employee Stock Ownership PlanMott Corporation Employee Stock Ownership Plan, Total assets ($M): 304.806344 · Participants: 327Mott Corporation Employee Stock Ownership PlanBl Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 127.985465 · Participants: 309Bl Companies, Inc. Employee Stock Ownership PlanSonalysts, Inc. Employee Stock Ownership Plan, Total assets ($M): 125.874922 · Participants: 417Sonalysts, Inc. Employee Stock Ownership PlanEurpac Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 107.815259 · Participants: 572Eurpac Service, Inc. Employee Stock Ownership PlanTwin Mro Employee Stock Ownership Plan, Total assets ($M): 106.406355 · Participants: 110Twin Mro Employee Stock Ownership Plan
Mallory Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants
Compare Mallory Industries, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest ESOP by assets is Gear Motions, Inc. Employee Stock Ownership Plan in NY ($8M); by covered participants it is Southern Rubber Company, Inc. Employee Stock Ownership Plan in NC (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Mallory Industries, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Mallory Industries, Inc. Employee Stock Ownership Plan grew at a solid clip - up 6.1% during 2024, from $7M to $8M. Reported net income was $526K.
How have Mallory Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mallory Industries, Inc.'s sponsor-wide assets grew 38.1%, from $6M to $8M.
Which ESOP plans are similar in size to Mallory Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Gear Motions, Inc. Employee Stock Ownership Plan in NY ($8M, 75 participants).
Which ESOP plans cover a similar participant headcount to Mallory Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Southern Rubber Company, Inc. Employee Stock Ownership Plan in NC (24 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 060715770.

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.