ESOP · DOL Form 5500 · 2022

Mathtech Holding Corp ESOP

Data updated 2026-08-25

$18M
Total assets Small plan by assets
49
Participants Small participant base
76th
Percentile by assets National rank
$364,795
Avg per participant High balance/head
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Official DOL plan name: Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust · Sponsored by Mathtech Holding Corp · Virginia · Professional & Technical Services

$18M in assets, 49 participants

Mathtech Holding Corp's Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust reported $18M in total assets and 49 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #16,290 in Professional & Technical Services (21,562 peers)

Where Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust sits by assets

Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $18M for 49 participants (~$364,795/participant), down 5.0% in 2022.

#16,290
in Professional & Technical Services (21,562 peers)
-5.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $840K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust's outsized position by total assets

Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$17,874,965 Top 24% higher than 76% 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

Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust is a small filing (49 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 222675418 · Mathtech Holding Corp PY 2022 · ESOP

Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust · $18M · 49 · 76th

  • BOY $18M
  • BOY 49
  • BOY 76th
  • BOY ESOP
  • BOY near Thermoanalytics, Inc. Employee Stock Ownership Plan
  • BOY ind #16290

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 Virginia →

Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust in the asset neighbourhood

Thermoanalytics, Inc. Employee Stock Ownership PlanThermoanalytics, Inc. Employ…$18MMathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and TrustMathtech Holding Corp. & Aff…$18MTyler Rental, Inc. Employee Stock Ownership Plan and TrustTyler Rental, Inc. Employee …$18MCogent, Inc. Employee Stock Ownership PlanCogent, Inc. Employee Stock …$18MWest-Camp Press, Inc. Employee Stock Ownership PlanWest-Camp Press, Inc. Employ…$18M
End-of-year total assets ($M) among Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$18M
Net Income-$840K
Employer EIN222675418
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mathtech Holding Corp)

Sponsor-wide plan assets over time

All Mathtech Holding Corp plans reported in each filing year

Latest sponsor-wide plan assets
$20M 14.510920720683929% vs 2022
2024 filing year
$17M$18M$19M$20M$21M 202220232024 $17.9M $20.5M ▲ +14.5%
Year Plans Participants Total Assets
2022 1 49 $18M
2023 1 49 $19M
2024 1 49 $20M

Nearby ESOP Plans in Virginia

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

Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust, Total assets ($M): 17.874965 · Participants: 49Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and TrustNvr, Inc. Employee Stock Ownership Plan, Total assets ($M): 862.945849 · Participants: 6910Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 301.066368 · Participants: 1695The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($M): 291.782297 · Participants: 1828American Systems Corporation Employee Stock Ownership PlanNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($M): 287.62409 · Participants: 424New River Electrical Corporation Employee Stock Ownership PlanDavis H. Elliot Company, Incorporated Employee Stock Ownership Plan, Total assets ($M): 237.22873 · Participants: 1882Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan
Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Thermoanalytics, Inc. Employee Stock Ownership Plan in MI ($18M); by covered participants it is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (49 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (49 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 Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust edged down modestly - down 5.0% during 2022, from $19M to $18M. Reported net income was -$840K.
How have Mathtech Holding Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mathtech Holding Corp's sponsor-wide assets grew 14.5%, from $18M to $20M.
Where does Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Thermoanalytics, Inc. Employee Stock Ownership Plan in MI ($18M, 61 participants).
Which ESOP plans cover a similar participant headcount to Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (49 participants, $10M 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 222675418.

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.