ESOP · DOL Form 5500 · 2022

Materials Transportation Company ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
116
Participants Small participant base
76th
Percentile by assets National rank
$163,106
Avg per participant Above avg balance/head
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Official DOL plan name: Materials Transportation Company Employee Stock Ownership Plan · Sponsored by Materials Transportation Company · Texas · Transportation & Warehousing

$19M in assets, 116 participants

Materials Transportation Company's Materials Transportation Company Employee Stock Ownership Plan reported $19M in total assets and 116 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.

  • #2,984 in Transportation & Warehousing (3,876 peers)

Coverage in Texas

Materials Transportation Company Employee Stock Ownership Plan covers 116 participants in Texas, about 17% of the average Texas filer (state average ~688 per filing). Assets: $19M.

#2,984
in Transportation & Warehousing (3,876 peers)
-16.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Materials Transportation Company Employee Stock Ownership Plan's outsized position by total assets

Materials Transportation Company Employee Stock Ownership Plan vs every filed plan by assets

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

$18,920,323 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

Materials Transportation Company Employee Stock Ownership Plan 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. Materials Transportation Company Employee Stock Ownership Plan sits mid-pack in the medium band (116 participants).

Plan-year Form 5500 strip

Filing strip 741310809 · Materials Transportation Company PY 2022 · ESOP

Materials Transportation Company Employee Stock Ownership Plan · $19M · 116 · 76th

  • EIN $19M
  • RANK 116
  • PHOTO 76th
  • IND ESOP
  • EOY near Kirkham-Michael, Inc Employee Stock Ownership Plan
  • 5500 ind #2984

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 Texas →

Materials Transportation Company Employee Stock Ownership Plan in the asset neighbourhood

Pioneer Technical Services, Inc. Employee Stock Ownership Plan and TrustPioneer Technical Services, …$19MTimberworks Employee Stock Ownership PlanTimberworks Employee Stock O…$19MKirkham-Michael, Inc Employee Stock Ownership PlanKirkham-Michael, Inc Employe…$19MMaterials Transportation Company Employee Stock Ownership PlanMaterials Transportation Com…$19MUnderground Systems, Inc. Employee Stock Ownership PlanUnderground Systems, Inc. Em…$19M
End-of-year total assets ($M) among Materials Transportation Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$19M
Net Income-$4M
Employer EIN741310809
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Materials Transportation Company)

Sponsor-wide plan assets over time

All Materials Transportation Company plans reported in each filing year

Latest sponsor-wide plan assets
$31M 29.57479667883376% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.6M $30.6M ▲ +29.6%
Year Plans Participants Total Assets
2022 2 242 $24M
2023 2 264 $25M
2024 2 250 $31M

Nearby ESOP Plans in Texas

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

Materials Transportation Company Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50510152025 Total assets ($B) Participants Materials Transportation Company Employee Stock Ownership Plan, Total assets ($B): 0.018920323 · Participants: 116Materials Transportation Company Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 20.550345006 · Participants: 2620Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.519630506 · Participants: 690Highland Homes Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.495132236 · Participants: 818Cactus Feeders, Inc. Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.421653441 · Participants: 5325Austin Industries Employee Stock Ownership PlanLja Engineering ESOP, Total assets ($B): 0.352817177 · Participants: 1298Lja Engineering ESOP
Materials Transportation Company Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Materials Transportation Company Employee Stock Ownership Plan side-by-side with 3 peers →

Materials Transportation Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Kirkham-Michael, Inc Employee Stock Ownership Plan in NE ($19M); by covered participants it is Abco Automation, Inc. Employee Stock Ownership Plan in NC (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Materials Transportation Company Employee Stock Ownership Plan assets move in 2022? ▼
Materials Transportation Company Employee Stock Ownership Plan declined sharply - down 16.5% during 2022, from $23M to $19M. Reported net income was -$4M.
How have Materials Transportation Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Materials Transportation Company's sponsor-wide assets grew 29.6%, from $24M to $31M.
Where does Materials Transportation Company Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Materials Transportation Company Employee Stock Ownership Plan 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 Materials Transportation Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Kirkham-Michael, Inc Employee Stock Ownership Plan in NE ($19M, 80 participants).
Which ESOP plans cover a similar participant headcount to Materials Transportation Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Abco Automation, Inc. Employee Stock Ownership Plan in NC (116 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 741310809.

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.