ESOP · DOL Form 5500 · 2023

Mathtech Holding Corp ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
49
Participants Small participant base
72nd
Percentile by assets National rank
$386,940
Avg per participant High balance/head
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Official DOL plan name: Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust · Sponsored by Mathtech Holding Corp · Virginia · Professional & Technical Services

$19M in assets, 49 participants

Mathtech Holding Corp's Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust reported $19M in total assets and 49 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,482 in Professional & Technical Services (20,321 peers)

Mathtech Holding Corp multi-year trail

Mathtech Holding Corp's plans moved +14.5% in assets from 2022 to 2024; this filing shows Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust at $19M / 49 participants.

#14,482
in Professional & Technical Services (20,321 peers)
+6.1%
assets growth YoY

Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust's outsized position by total assets

Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$18,960,065 Top 28% higher than 72% 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

Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust is a small filing (49 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust reported net income rose from -$840K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust end-of-year assets rose from $18M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 222675418 · Mathtech Holding Corp PY 2023 · ESOP

Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust · $19M · 49 · 72nd

  • EOY $19M
  • EOY 49
  • EOY 72nd
  • EOY ESOP
  • EOY near M.B. Herzog Electric, Inc. Employee Stock Ownership Plan
  • EOY ind #14482

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 Virginia →

Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust in the asset neighbourhood

Commerce Bancshares of Roswell, Inc. Employee Stock Ownership PlanCommerce Bancshares of Roswe…$19MMathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and TrustMathtech Holding Corp. & Aff…$19MM.B. Herzog Electric, Inc. Employee Stock Ownership PlanM.B. Herzog Electric, Inc. E…$19MManar Employee Stock Ownership PlanManar Employee Stock Ownersh…$19MTbm Consulting Group, Inc. Employee Stock Ownership PlanTbm Consulting Group, Inc. E…$19M
End-of-year total assets ($M) among Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Mathtech Holding Corp multi-year asset trail

Sponsor-wide plan assets over time

All Mathtech Holding Corp plans reported in each filing year

Latest sponsor-wide plan assets
$20M 14.510920720683929% vs 2022
2024 filing year
$17M$18M$19M$20M$21M 202220232024 $17.9M $20.5M ▲ +14.5%
Year Plans Participants Total Assets
2022 1 49 $18M
2023 1 49 $19M
2024 1 49 $20M

Mathtech Holding Corp filing trail (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$1M
Employer EIN222675418
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Virginia

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

Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust, Total assets ($B): 0.018960065 · Participants: 49Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and TrustNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.200416394 · Participants: 6866Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.351932601 · Participants: 1751The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($B): 0.331314714 · Participants: 1782American Systems Corporation Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.321520666 · Participants: 1652Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.320954252 · Participants: 444New River Electrical Corporation Employee Stock Ownership Plan
Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is M.B. Herzog Electric, Inc. Employee Stock Ownership Plan in CA ($19M); by covered participants it is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (49 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (49 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 Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust grew at a solid clip - up 6.1% during 2023, from $18M to $19M. Reported net income was $1M.
How have Mathtech Holding Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mathtech Holding Corp's sponsor-wide assets grew 14.5%, from $18M to $20M.
Which ESOP plans are similar in size to Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is M.B. Herzog Electric, Inc. Employee Stock Ownership Plan in CA ($19M, 33 participants).
Which ESOP plans cover a similar participant headcount to Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (49 participants, $9M 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 222675418.

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.