ESOP · DOL Form 5500 · 2022

The Original Mattress Factory, Inc. ESOP

Data updated 2026-08-25

$48M
Total assets Below avg plan size
330
Participants Below avg headcount
88th
Percentile by assets National rank
$144,174
Avg per participant Near avg balance/head
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Official DOL plan name: The Original Mattress Factory Employee Stock Ownership Plan and Trust · Sponsored by The Original Mattress Factory, Inc. · Ohio · Manufacturing

$48M in assets, 330 participants

The Original Mattress Factory, Inc.'s The Original Mattress Factory Employee Stock Ownership Plan and Trust reported $48M in total assets and 330 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #16,851 in Manufacturing (20,602 peers)

Coverage in Ohio

The Original Mattress Factory Employee Stock Ownership Plan and Trust covers 330 participants in Ohio, about 43% of the average Ohio filer (state average ~765 per filing). Assets: $48M.

#16,851
in Manufacturing (20,602 peers)
-23.0%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Original Mattress Factory Employee Stock Ownership Plan and Trust's outsized position by total assets

The Original Mattress Factory Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$47,577,273 Top 12% higher than 88% 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 Original Mattress Factory Employee Stock Ownership Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Original Mattress Factory Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (330 participants).

Form 5500 schedule snapshot

Filing strip 320537745 · The Original Mattress Factory, Inc. PY 2022 · ESOP

The Original Mattress Factory Employee Stock Ownership Plan and Trust · $48M · 330 · 88th

  • TYPE $48M
  • NET 330
  • BOOK 88th
  • VS-ST ESOP
  • BOY near Anderson Electric, Inc. ESOP
  • SCH ind #16851

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 Original Mattress Factory Employee Stock Ownership Plan and Trust in the asset neighbourhood

Buist Electric Inc Employee Stock Ownership PlanBuist Electric Inc Employee …$48MThe Original Mattress Factory Employee Stock Ownership Plan and TrustThe Original Mattress Factor…$48MAnderson Electric, Inc. ESOP$48MThe Solomon-Page Group Ltd. Employee Stock Ownership PlanThe Solomon-Page Group Ltd. …$48MBonitz, Inc. Employee Stock Ownership PlanBonitz, Inc. Employee Stock …$48M
End-of-year total assets ($M) among The Original Mattress Factory Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)-$6M
Net Income-$11M
Employer EIN320537745
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Original Mattress Factory, Inc.)

Sponsor-wide plan assets over time

All The Original Mattress Factory, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$57M 18.9112499154796% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $47.6M $56.6M ▲ +18.9%
Year Plans Participants Total Assets
2022 1 330 $48M
2023 1 311 $52M
2024 1 328 $57M

Nearby ESOP Plans in Ohio

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

The Original Mattress Factory Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants The Original Mattress Factory Employee Stock Ownership Plan and Trust, Total assets ($B): 0.047577273 · Participants: 330The Original Mattress Factory Employee Stock Ownership Plan and TrustProcter & 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 Original Mattress Factory Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Ohio, assets vs. participants

The Original Mattress Factory Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Anderson Electric, Inc. ESOP in IL ($48M); by covered participants it is Third Coast Bank, Ssb Employee Stock Ownership Plan in TX (330 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (330 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 Original Mattress Factory Employee Stock Ownership Plan and Trust assets move in 2022? ▼
The Original Mattress Factory Employee Stock Ownership Plan and Trust declined sharply - down 23.0% during 2022, from $62M to $48M. Reported net income was -$11M.
How have The Original Mattress Factory, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Original Mattress Factory, Inc.'s sponsor-wide assets grew 18.9%, from $48M to $57M.
Where does The Original Mattress Factory Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
The Original Mattress Factory Employee Stock Ownership Plan and Trust ranks in the 88th 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 The Original Mattress Factory Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Anderson Electric, Inc. ESOP in IL ($48M, 19 participants).
Which ESOP plans cover a similar participant headcount to The Original Mattress Factory Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Third Coast Bank, Ssb Employee Stock Ownership Plan in TX (330 participants, N/A in assets).