ESOP · DOL Form 5500 · 2022

Alterman Group, Inc. ESOP

Data updated 2026-08-25

$93M
Total assets Below avg plan size
247
Participants Below avg headcount
92nd
Percentile by assets National rank
$378,085
Avg per participant High balance/head
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Official DOL plan name: Alterman Group, Inc. Employee Stock Ownership Plan · Sponsored by Alterman Group, Inc. · Texas · Construction

$93M in assets, 247 participants

Alterman Group, Inc.'s Alterman Group, Inc. Employee Stock Ownership Plan reported $93M in total assets and 247 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #9,042 in Construction (9,927 peers)

Coverage in Texas

Alterman Group, Inc. Employee Stock Ownership Plan covers 247 participants in Texas, about 36% of the average Texas filer (state average ~688 per filing). Assets: $93M.

#9,042
in Construction (9,927 peers)
+16.8%
assets growth YoY
0.9×
vs typical plan assets (national mean)

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

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

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

$93,387,024 Top 8% higher than 92% 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

Alterman 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. Alterman Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (247 participants).

DOL schedule card

Filing strip 742316654 · Alterman Group, Inc. PY 2022 · ESOP

Alterman Group, Inc. Employee Stock Ownership Plan · $93M · 247 · 92nd

  • SCH $93M
  • EBSA 247
  • PART 92nd
  • TYPE ESOP
  • NET near Gpf Life and Health Benefits Co. Employee Stock Ownership Plan
  • BOOK ind #9042

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 →

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

Gpf Life and Health Benefits Co. Employee Stock Ownership PlanGpf Life and Health Benefits…$93MAlterman Group, Inc. Employee Stock Ownership PlanAlterman Group, Inc. Employe…$93MCcmsi Holdings, Inc. Employee Stock Ownership PlanCcmsi Holdings, Inc. Employe…$93MChurchill Holdings, Inc. Employee Stock Ownership PlanChurchill Holdings, Inc. Emp…$93MMdr Construction, Inc. Employee Stock Ownership PlanMdr Construction, Inc. Emplo…$93M
End-of-year total assets ($M) among Alterman Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$82M
Net Income$7M
Employer EIN742316654
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alterman Group, Inc.)

Sponsor-wide plan assets over time

All Alterman Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$156M 35.27123604665384% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $115M $156M ▲ +35.3%
Year Plans Participants Total Assets
2022 2 509 $115M
2023 2 591 $139M
2024 2 599 $156M

Nearby ESOP Plans in Texas

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

Alterman Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50510152025 Total assets ($B) Participants Alterman Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.093387024 · Participants: 247Alterman Group, Inc. 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
Alterman Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Alterman Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Texas, the nearest ESOP by assets is Gpf Life and Health Benefits Co. Employee Stock Ownership Plan in HI ($93M); by covered participants it is Qps Employee Stock Ownership Plan in WI (247 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (247 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 Alterman Group, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Alterman Group, Inc. Employee Stock Ownership Plan grew sharply - up 16.8% during 2022, from $80M to $93M. Reported net income was $7M.
How have Alterman Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alterman Group, Inc.'s sponsor-wide assets grew 35.3%, from $115M to $156M.
Where does Alterman Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Alterman Group, Inc. Employee Stock Ownership Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Alterman Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Gpf Life and Health Benefits Co. Employee Stock Ownership Plan in HI ($93M, 109 participants).
Which ESOP plans cover a similar participant headcount to Alterman Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Qps Employee Stock Ownership Plan in WI (247 participants, $36M 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 742316654.

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.