ESOP · DOL Form 5500 · 2023

The Motz Corporation ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
106
Participants Small participant base
66th
Percentile by assets National rank
$134,427
Avg per participant Near avg balance/head
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Official DOL plan name: The Motz Corporation Employee Stock Ownership Plan · Sponsored by The Motz Corporation · Ohio · Agriculture, Forestry & Fishing

$14M in assets, 106 participants

The Motz Corporation's The Motz Corporation Employee Stock Ownership Plan reported $14M in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #937 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in Ohio

The Motz Corporation Employee Stock Ownership Plan covers 106 participants in Ohio, about 14% of the average Ohio filer (state average ~765 per filing). Assets: $14M.

#937
in Agriculture, Forestry & Fishing (1,288 peers)
+41.9%
assets growth YoY

The Motz Corporation Employee Stock Ownership Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

The Motz Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$14,249,247 Top 34% higher than 66% 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

The Motz Corporation Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Motz Corporation Employee Stock Ownership Plan sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Motz Corporation Employee Stock Ownership Plan reported net income rose from $950K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • The Motz Corporation Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • The Motz Corporation Employee Stock Ownership Plan reported participants rose from 99 in the plan year 2022 filing to 106 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 311025223 · The Motz Corporation PY 2023 · ESOP

The Motz Corporation Employee Stock Ownership Plan · $14M · 106 · 66th

  • BOOK $14M
  • BOOK 106
  • BOOK 66th
  • BOOK ESOP
  • BOOK near Hazen Research, Inc. Employees' Stock Ownership Plan and Trust
  • BOOK ind #937

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 Ohio →

The Motz Corporation Employee Stock Ownership Plan in the asset neighbourhood

Tri-North Builders, Inc. Employee Stock Ownership PlanTri-North Builders, Inc. Emp…$14MCalsoft Systems Employee Stock Ownership PlanCalsoft Systems Employee Sto…$14MFoundry Products Employee Stock Ownership PlanFoundry Products Employee St…$14MThe Motz Corporation Employee Stock Ownership PlanThe Motz Corporation Employe…$14MHazen Research, Inc. Employees' Stock Ownership Plan and TrustHazen Research, Inc. Employe…$14M
End-of-year total assets ($M) among The Motz Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$4M
Employer EIN311025223
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Motz Corporation)

Sponsor-wide plan assets over time

All The Motz Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$31M 69.36788004631008% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $18.2M $30.9M ▲ +69.4%
Year Plans Participants Total Assets
2022 2 186 $18M
2023 2 207 $24M
2024 2 231 $31M

Nearby ESOP Plans in Ohio

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

The Motz Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants The Motz Corporation Employee Stock Ownership Plan, Total assets ($B): 0.014249247 · Participants: 106The Motz Corporation Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
The Motz Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare The Motz Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

The Motz Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Hazen Research, Inc. Employees' Stock Ownership Plan and Trust in CO ($14M); by covered participants it is Millstone Weber Employee Stock Ownership Plan in MO (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 The Motz Corporation Employee Stock Ownership Plan assets move in 2023? ▼
The Motz Corporation Employee Stock Ownership Plan surged - up 41.9% during 2023, from $10M to $14M. Reported net income was $4M.
How have The Motz Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Motz Corporation's sponsor-wide assets grew 69.4%, from $18M to $31M.
Which ESOP plans are similar in size to The Motz Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hazen Research, Inc. Employees' Stock Ownership Plan and Trust in CO ($14M, 113 participants).
Which ESOP plans cover a similar participant headcount to The Motz Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Millstone Weber Employee Stock Ownership Plan in MO (106 participants, $55M 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 311025223.

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.