ESOP · DOL Form 5500 · 2022

Mathematica Group Holding Inc. ESOP

Data updated 2026-08-25

$303M
Total assets Above avg plan size
1,383
Participants Near avg headcount
97th
Percentile by assets National rank
$219,357
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#21,066
in Professional & Technical Services (21,562 peers)
+4.6%
assets growth YoY
3.0×
vs typical plan assets (national mean)

Mathematica Group Holding Inc. Employee Stock Ownership Plan's outsized position 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 $2,050,000,000 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

Mathematica Group Holding Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mathematica Group Holding Inc. Employee Stock Ownership Plan lands in the large band (1,383 participants).

Published 5500 schedule card

Filing strip 222675420 · Mathematica Group Holding Inc. PY 2022 · ESOP

Mathematica Group Holding Inc. Employee Stock Ownership Plan · $303M · 1,383 · 97th

  • BOY $303M
  • BOY 1,383
  • BOY 97th
  • BOY ESOP
  • BOY near Harps Food Stores, Inc. Employee Stock Ownership Plan
  • BOY ind #21066

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 New Jersey →

Mathematica Group Holding Inc. Employee Stock Ownership Plan in the asset neighbourhood

Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanSpencer's Air Conditioning &…$309MAllied Mineral Products Employee Stock Ownership PlanAllied Mineral Products Empl…$308MHarps Food Stores, Inc. Employee Stock Ownership PlanHarps Food Stores, Inc. Empl…$304MMathematica Group Holding Inc. Employee Stock Ownership PlanMathematica Group Holding In…$303MThe Resorts Companies, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. …$301M
End-of-year total assets ($M) among Mathematica Group Holding Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Mathematica Group Holding Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$758M 16.343949814606916% vs 2022
2024 filing year
$600M$650M$700M$750M$800M 202220232024 $652M $758M ▲ +16.3%
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 ($M) Participants Mathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 303.370516 · Participants: 1383Mathematica Group Holding Inc. Employee Stock Ownership PlanJohnson and Johnson Retirement Savings Plan, Total assets ($M): 511.419208 · Participants: 3858Johnson and Johnson Retirement Savings PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 375.8 · Participants: 1111Okonite Company Employees Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 298.596718 · Participants: 1131Conair LLC Savings and Investment PlanInvestors Bank Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 126.859258 · Participants: 1287Investors Bank Amended and Restated Employee Stock Ownership PlanAmboy Bancorporation Employee Stock Ownership Plan, Total assets ($M): 96.920269 · Participants: 193Amboy Bancorporation Employee Stock Ownership Plan
Mathematica Group Holding Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare Mathematica Group Holding Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Mathematica Group Holding Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New Jersey, the nearest ESOP by assets is Harps Food Stores, Inc. Employee Stock Ownership Plan in AR ($304M); by covered participants it is Epsilon Systems Solutions, Inc. ESOP in CA (1,384 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,383 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 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).
Which ESOP plans cover a similar participant headcount to Mathematica Group Holding Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Epsilon Systems Solutions, Inc. ESOP in CA (1,384 participants, $108M 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 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.