ESOP · DOL Form 5500 · 2023
Matrix Hg Inc. ESOP
Data updated 2026-08-25
- $450K
- Total assets Small plan by assets
- 64
- Participants Small participant base
- 17th
- Percentile by assets National rank
- $7,031
- Avg per participant Low balance/head
Official DOL plan name: Matrix Hg Inc. Employee Stock Ownership Plan · Sponsored by Matrix Hg Inc. · California · Construction
$450K in assets, 64 participants
Matrix Hg Inc.'s Matrix Hg Inc. Employee Stock Ownership Plan reported $450K in total assets and 64 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.
- #1,401 in Construction (9,030 peers)
Matrix Hg Inc. multi-year trail
Matrix Hg Inc.'s plans moved -23.5% in assets from 2023 to 2024; this filing shows Matrix Hg Inc. Employee Stock Ownership Plan at $450K / 64 participants.
- #1,401
- in Construction (9,030 peers)
- -$30M
- reported net income
The plan reported a net loss of $30M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Matrix Hg Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Matrix Hg Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$450,000 17th percentile higher than 17% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Matrix Hg 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. Matrix Hg Inc. Employee Stock Ownership Plan is a small filing (64 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 030418444 · Matrix Hg Inc. PY 2023 · ESOP
Matrix Hg Inc. Employee Stock Ownership Plan · $450K · 64 · 17th
- NET $450K
- BOOK 64
- VS-ST 17th
- BOY ESOP
- SCH near Widelity, Inc. Employee Stock Ownership Plan
- EBSA ind #1401
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 California →
Matrix Hg Inc. Employee Stock Ownership Plan in the asset neighbourhood
Matrix Hg Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Matrix Hg Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $344K 23.473555555555556% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 64 | $450K |
| 2024 | 1 | 72 | $344K |
Matrix Hg Inc. filing trail (2023)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | -$30M |
| Net Income | -$30M |
| Employer EIN | 030418444 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Parsons Employee Stock Ownership Plan $3.8B · 7,871
- Acco Employee Stock Ownership Plan $1.4B · 1,397
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.1B · 1,700
- Agron, Inc. Employee Stock Ownership Plan $533M · 72
- Recology Employee Stock Ownership Plan $497M · 3,656
Matrix Hg Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside California, the nearest ESOP by assets is Widelity, Inc. Employee Stock Ownership Plan in VA ($448K); by covered participants it is Minn-Dak, Co. Employee Stock Ownership Plan in ND (64 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($450K here).
Similar participant headcount
Nearest other-state filings by covered participants (64 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.