ESOP · DOL Form 5500 · 2022

Matrix Design Group, Inc. ESOP

Data updated 2026-08-25

$18M
Total assets Small plan by assets
147
Participants Small participant base
75th
Percentile by assets National rank
$119,984
Avg per participant Near avg balance/head
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Official DOL plan name: Matrix Design Group, Inc. Employee Stock Ownership Plan · Sponsored by Matrix Design Group, Inc. · Colorado · Professional & Technical Services

$18M in assets, 147 participants

Matrix Design Group, Inc.'s Matrix Design Group, Inc. Employee Stock Ownership Plan reported $18M in total assets and 147 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #16,239 in Professional & Technical Services (21,562 peers)

Coverage in Colorado

Matrix Design Group, Inc. Employee Stock Ownership Plan covers 147 participants in Colorado, about 39% of the average Colorado filer (state average ~376 per filing). Assets: $18M.

#16,239
in Professional & Technical Services (21,562 peers)
+16.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Matrix Design Group, Inc. Employee Stock Ownership Plan's outsized position by total assets

Matrix Design Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$17,637,660 Top 25% higher than 75% 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

Matrix Design Group, Inc. 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. Matrix Design Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (147 participants).

Published 5500 schedule card

Filing strip 841515767 · Matrix Design Group, Inc. PY 2022 · ESOP

Matrix Design Group, Inc. Employee Stock Ownership Plan · $18M · 147 · 75th

  • 5500 $18M
  • ASSETS 147
  • PCT 75th
  • EIN ESOP
  • RANK near Shioi Construction, Inc. Employee Stock Ownership Plan
  • PHOTO ind #16239

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 Colorado →

Matrix Design Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Software Solutions, Inc. Employee Stock Ownership PlanSoftware Solutions, Inc. Emp…$18MMatrix Design Group, Inc. Employee Stock Ownership PlanMatrix Design Group, Inc. Em…$18MShioi Construction, Inc. Employee Stock Ownership PlanShioi Construction, Inc. Emp…$18MOlum's of Binghamton, Inc. Employee Stock Ownership PlanOlum's of Binghamton, Inc. E…$18MElliott Machine Shop, Inc. Employee Stock Ownership PlanElliott Machine Shop, Inc. E…$18M
End-of-year total assets ($M) among Matrix Design Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Colorado filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN841515767
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Matrix Design Group, Inc.)

Sponsor-wide plan assets over time

All Matrix Design Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 35.52974591549258% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.6M $38.7M ▲ +35.5%
Year Plans Participants Total Assets
2022 2 299 $29M
2023 2 356 $33M
2024 2 439 $39M

Nearby ESOP Plans in Colorado

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

Matrix Design Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. 020040060080010001200 0100200300 Total assets ($M) Participants Matrix Design Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 17.63766 · Participants: 147Matrix Design Group, Inc. Employee Stock Ownership PlanAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 285.815279 · Participants: 597Alpine Lumber Company Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 232.984751 · Participants: 206Brown Strauss, Inc. Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 217.557758 · Participants: 1013Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 170.68 · Participants: 932Envision Management Holding, Inc. Employee Stock Ownership PlanCatamount Constructors, Inc. Employee Stock Ownership Plan, Total assets ($M): 112.205631 · Participants: 181Catamount Constructors, Inc. Employee Stock Ownership Plan
Matrix Design Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Matrix Design Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Matrix Design Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Colorado, the nearest ESOP by assets is Shioi Construction, Inc. Employee Stock Ownership Plan in HI ($18M); by covered participants it is Viasun Corporation Employee Stock Ownership Plan in AZ (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 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 Matrix Design Group, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Matrix Design Group, Inc. Employee Stock Ownership Plan grew sharply - up 16.1% during 2022, from $15M to $18M. Reported net income was $2M.
How have Matrix Design Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Matrix Design Group, Inc.'s sponsor-wide assets grew 35.5%, from $29M to $39M.
Where does Matrix Design Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Matrix Design Group, Inc. Employee Stock Ownership Plan ranks in the 75th 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 Matrix Design Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Shioi Construction, Inc. Employee Stock Ownership Plan in HI ($18M, 46 participants).
Which ESOP plans cover a similar participant headcount to Matrix Design Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Viasun Corporation Employee Stock Ownership Plan in AZ (147 participants, $1M 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 841515767.

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.