ESOP · DOL Form 5500 · 2023
The Motz Corporation ESOP
Data updated 2026-08-11
- $14M
- Total assets
- 106
- Participants
- 66th
- Percentile by assets
- $134,427
- Avg per participant
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.
- 66th percentile by assets (of 127,072 plans)
- #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.
- $14M
- total plan assets (2023 EOY)
- 106
- covered participants
- 66th
- percentile by assets (of 127,072 plans)
- $134,427
- avg assets per participant
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.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. The Motz Corporation Employee Stock Ownership Plan reports 106 participants - about 14% of that state average ($14M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $4M |
| Employer EIN | 311025223 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Motz Corporation)
| 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
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $23.1B · 32,152
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $1.7B · 1,019
- Messer Inc. Employee Stock Ownership Plan $622M · 873
- Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $504M · 4,110
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $452M · 434
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to The Motz Corporation Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on The Motz Corporation Employee Stock Ownership Plan's numbers.
- By total assets, The Motz Corporation Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Ohio. Compare plans
- The Motz Corporation's sponsor-wide assets have grown 69.4% since 2022 across 3 plan years on file. More Agriculture, Forestry & Fishing plans