Profit Sharing · DOL Form 5500 · 2023

Mattern & Craig, Inc. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
62
Participants Small participant base
45th
Percentile by assets National rank
$85,466
Avg per participant Below avg balance/head
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Official DOL plan name: Mattern & Craig, Inc. Employee Stock Ownership Plan · Sponsored by Mattern & Craig, Inc. · Virginia · Professional & Technical Services

$5M in assets, 62 participants

Mattern & Craig, Inc.'s Mattern & Craig, Inc. Employee Stock Ownership Plan reported $5M in total assets and 62 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,815 in Professional & Technical Services (20,321 peers)

Mattern & Craig, Inc. multi-year trail

Mattern & Craig, Inc.'s plans moved +11.1% in assets from 2022 to 2024; this filing shows Mattern & Craig, Inc. Employee Stock Ownership Plan at $5M / 62 participants.

#8,815
in Professional & Technical Services (20,321 peers)
+4.0%
assets growth YoY

Mattern & Craig, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Mattern & Craig, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,298,894 45th percentile higher than 45% of 127,068 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 2023

Mattern & Craig, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mattern & Craig, Inc. Employee Stock Ownership Plan is a small filing (62 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mattern & Craig, Inc. Employee Stock Ownership Plan reported net income fell from $489K in the plan year 2022 filing to $203K in the plan year 2023 filing.
  • Mattern & Craig, Inc. Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Mattern & Craig, Inc. Employee Stock Ownership Plan reported participants fell from 63 in the plan year 2022 filing to 62 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 541206720 · Mattern & Craig, Inc. PY 2023 · Profit Sharing

Mattern & Craig, Inc. Employee Stock Ownership Plan · $5M · 62 · 45th

  • PHOTO $5M
  • IND 62
  • EOY 45th
  • 5500 Profit Sharing
  • ASSETS near Charter Oak Health Center, Inc. 403(b) Profit Sharing Plan
  • PCT ind #8815

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 Professional & Technical Services retirement plans → · Plans in Virginia →

Mattern & Craig, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Highland Resources, Inc. Retirement PlanHighland Resources, Inc. Ret…$5MAnodyne, Inc. Profit Sharing PlanAnodyne, Inc. Profit Sharing…$5MMattern & Craig, Inc. Employee Stock Ownership PlanMattern & Craig, Inc. Employ…$5MCharter Oak Health Center, Inc. 403(b) Profit Sharing PlanCharter Oak Health Center, I…$5MDaniel R. Conlin Md & Robert J. Elsen Md, Amc Profit Sharing PlanDaniel R. Conlin Md & Robert…$5M
End-of-year total assets ($M) among Mattern & Craig, Inc. Employee Stock Ownership Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Mattern & Craig, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mattern & Craig, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 11.06239036114125% vs 2022
2024 filing year
$5M$5.2M$5.4M$5.6M$5.8M 202220232024 $5.1M $5.66M ▲ +11.0%
Year Plans Participants Total Assets
2022 1 63 $5M
2023 1 62 $5M
2024 1 77 $6M

Mattern & Craig, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$203K
Employer EIN541206720
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Virginia

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

Mattern & Craig, Inc. Employee Stock Ownership Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants Mattern & Craig, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.005298894 · Participants: 62Mattern & Craig, Inc. Employee Stock Ownership PlanSection 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($B): 1.065508171 · Participants: 5192Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($B): 0.299252968 · Participants: 2085Carpenter Co. Profit-Sharing PlanAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($B): 0.277296224 · Participants: 1521American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.205110846 · Participants: 584Analytic Services Inc. Defined Contribution Retirement PlanAssociated Universities Inc. Retirement Plan, Total assets ($B): 0.193232355 · Participants: 541Associated Universities Inc. Retirement Plan
Mattern & Craig, Inc. Employee Stock Ownership Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants
Compare Mattern & Craig, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Mattern & Craig, Inc. Employee Stock Ownership Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Virginia, the nearest Profit Sharing by assets is Charter Oak Health Center, Inc. 403(b) Profit Sharing Plan in CT ($5M); by covered participants it is Bml, Inc. Profit Sharing Plan in TX (62 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (62 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mattern & Craig, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Mattern & Craig, Inc. Employee Stock Ownership Plan edged up modestly - up 4.0% during 2023, from $5M to $5M. Reported net income was $203K.
How have Mattern & Craig, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mattern & Craig, Inc.'s sponsor-wide assets grew 11.1%, from $5M to $6M.
Which Profit Sharing plans are similar in size to Mattern & Craig, Inc. Employee Stock Ownership Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Charter Oak Health Center, Inc. 403(b) Profit Sharing Plan in CT ($5M, 182 participants).
Which Profit Sharing plans cover a similar participant headcount to Mattern & Craig, Inc. Employee Stock Ownership Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Bml, Inc. Profit Sharing Plan in TX (62 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 541206720.

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.