ESOP · DOL Form 5500 · 2022

Mathematica Group Holding Inc. ESOP

Data updated 2026-08-11

$303M
Total assets
1,383
Participants
97th
Percentile by assets
$219,357
Avg per participant
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Official DOL plan name: Mathematica Group Holding Inc. Employee Stock Ownership Plan · Sponsored by Mathematica Group Holding Inc. · New Jersey · Professional & Technical Services

$303M in assets, 1,383 participants

Mathematica Group Holding Inc.'s Mathematica Group Holding Inc. Employee Stock Ownership Plan reported $303M in total assets and 1,383 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 139,126 plans)
  • #21,066 in Professional & Technical Services (21,562 peers)

Where Mathematica Group Holding Inc. Employee Stock Ownership Plan sits by assets

Mathematica Group Holding Inc. Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $303M for 1,383 participants (~$219,357/participant), up 4.6% in 2022.

$303M
total plan assets (2022 EOY)
1,383
covered participants
97th
percentile by assets (of 139,126 plans)
$219,357
avg assets per participant

Where Mathematica Group Holding Inc. Employee Stock Ownership Plan sits by total assets

Mathematica Group Holding Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$303,370,516 Top 3% higher than 97% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
New Jersey
Industry
Professional & Technical Services

Mathematica Group Holding Inc. Employee Stock Ownership Plan vs the 2022 asset distribution

By assets, Mathematica Group Holding Inc. Employee Stock Ownership Plan outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$290M
Net Assets (End of Year)$303M
Net Income$13M
Employer EIN222675420
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mathematica Group Holding Inc.)

$600M$650M$700M$750M$800M 202220232024 $652M $758M ▲ +16.3%
Total plan assets by year, all Mathematica Group Holding Inc. plans on file
Year Plans Participants Total Assets
2022 2 2,878 $652M
2023 2 3,257 $734M
2024 2 3,525 $758M

Nearby ESOP Plans in New Jersey

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

Mathematica Group Holding Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0100200300400500600 Total assets ($M) Participants Mathematica Group Ho…, Total assets ($M): 303.370516 · Participants: 1383Mathematica Group Ho…Johnson and Johnson …, Total assets ($M): 511.419208 · Participants: 3858Johnson and Johnson …Okonite Company Empl…, Total assets ($M): 375.8 · Participants: 1111Okonite Company Empl…Conair LLC Savings a…, Total assets ($M): 298.596718 · Participants: 1131Conair LLC Savings a…Investors Bank Amend…, Total assets ($M): 126.859258 · Participants: 1287Investors Bank Amend…Amboy Bancorporation…, Total assets ($M): 96.920269 · Participants: 193Amboy Bancorporation…
Mathematica Group Holding Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare Mathematica Group Holding Inc. Employee … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Mathematica Group Holding Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Mathematica Group Holding Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Mathematica Group Holding Inc. Employee Stock Ownership Plan edged up modestly - up 4.6% during 2022, from $290M to $303M. Reported net income was $13M.
How have Mathematica Group Holding Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mathematica Group Holding Inc.'s sponsor-wide assets grew 16.3%, from $652M to $758M.
Where does Mathematica Group Holding Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Mathematica Group Holding Inc. Employee Stock Ownership Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Mathematica Group Holding Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Harps Food Stores, Inc. Employee Stock Ownership Plan in AR ($304M, 2,351 participants).

Next read for Mathematica Group Holding Inc. Employee …

Scale reading

Ways to act on Mathematica Group Holding Inc. Employee Stock Ownership Plan's numbers.

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 222675420.

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.