ESOP · DOL Form 5500 · 2022

The Motz Corporation ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
99
Participants Small participant base
65th
Percentile by assets National rank
$101,465
Avg per participant Below avg balance/head
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Official DOL plan name: The Motz Corporation Employee Stock Ownership Plan · Sponsored by The Motz Corporation · Ohio · Agriculture, Forestry & Fishing

$10M in assets, 99 participants

The Motz Corporation's The Motz Corporation Employee Stock Ownership Plan reported $10M in total assets and 99 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #1,097 in Agriculture, Forestry & Fishing (1,523 peers)

The Motz Corporation multi-year trail

The Motz Corporation's plans moved +69.4% in assets from 2022 to 2024; this filing shows The Motz Corporation Employee Stock Ownership Plan at $10M / 99 participants.

#1,097
in Agriculture, Forestry & Fishing (1,523 peers)
+7.2%
assets growth YoY

The Motz Corporation Employee Stock Ownership Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

The Motz Corporation Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$10,045,057 Top 35% higher than 65% of 139,123 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 2022

The Motz Corporation Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Motz Corporation Employee Stock Ownership Plan is a small filing (99 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 311025223 · The Motz Corporation PY 2022 · ESOP

The Motz Corporation Employee Stock Ownership Plan · $10M · 99 · 65th

  • NET $10M
  • NET 99
  • NET 65th
  • NET ESOP
  • NET near Lc Services Employee Stock Ownership Plan
  • NET ind #1097

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 Ohio →

The Motz Corporation Employee Stock Ownership Plan in the asset neighbourhood

Indus Technology, Inc Employee Stock Ownership PlanIndus Technology, Inc Employ…$10MThe Motz Corporation Employee Stock Ownership PlanThe Motz Corporation Employe…$10MLc Services Employee Stock Ownership PlanLc Services Employee Stock O…$10MNortheast Bank Employee Stock Ownership PlanNortheast Bank Employee Stoc…$10MClg Holding, Inc Employee Stock Ownership PlanClg Holding, Inc Employee St…$10M
End-of-year total assets ($M) among The Motz Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

The Motz Corporation multi-year asset trail

Sponsor-wide plan assets over time

All The Motz Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$31M 69.36788004631008% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $18.2M $30.9M ▲ +69.4%
Year Plans Participants Total Assets
2022 2 186 $18M
2023 2 207 $24M
2024 2 231 $31M

The Motz Corporation filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$950K
Employer EIN311025223
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

The Motz Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants The Motz Corporation Employee Stock Ownership Plan, Total assets ($B): 0.010045057 · Participants: 99The Motz Corporation Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.972067387 · Participants: 30782Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.386806135 · Participants: 1000The Garland Industries, Inc. Employee Stock Ownership Plan & TrustAdvanced Drainage Systems, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.559381199 · Participants: 3337Advanced Drainage Systems, Inc. Employee Stock Ownership PlanMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.556639229 · Participants: 808Messer Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.444757925 · Participants: 407Cleveland Steel Container Corporation Employee Stock Ownership Plan
The Motz Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare The Motz Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest ESOP by assets is Lc Services Employee Stock Ownership Plan in CA ($10M); by covered participants it is Scheduling Institute, Inc. Employee Stock Ownership Plan in GA (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Motz Corporation Employee Stock Ownership Plan assets move in 2022? ▼
The Motz Corporation Employee Stock Ownership Plan grew at a solid clip - up 7.2% during 2022, from $9M to $10M. Reported net income was $950K.
How have The Motz Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Motz Corporation's sponsor-wide assets grew 69.4%, from $18M to $31M.
Which ESOP plans are similar in size to The Motz Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lc Services Employee Stock Ownership Plan in CA ($10M, 18 participants).
Which ESOP plans cover a similar participant headcount to The Motz Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Scheduling Institute, Inc. Employee Stock Ownership Plan in GA (99 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 311025223.

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.