ESOP · DOL Form 5500 · 2023

Materials Transportation Company ESOP

Data updated 2026-08-25

$20M
Total assets Small plan by assets
125
Participants Small participant base
73rd
Percentile by assets National rank
$159,332
Avg per participant Above avg balance/head
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Official DOL plan name: Materials Transportation Company Employee Stock Ownership Plan · Sponsored by Materials Transportation Company · Texas · Transportation & Warehousing

$20M in assets, 125 participants

Materials Transportation Company's Materials Transportation Company Employee Stock Ownership Plan reported $20M in total assets and 125 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #2,425 in Transportation & Warehousing (3,362 peers)

Coverage in Texas

Materials Transportation Company Employee Stock Ownership Plan covers 125 participants in Texas, about 18% of the average Texas filer (state average ~688 per filing). Assets: $20M.

#2,425
in Transportation & Warehousing (3,362 peers)
+5.3%
assets growth YoY

Materials Transportation Company Employee Stock Ownership Plan's outsized position by total assets

Materials Transportation Company Employee Stock Ownership Plan vs every filed plan by assets

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

$19,916,469 Top 27% higher than 73% 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

Materials Transportation Company 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. Materials Transportation Company Employee Stock Ownership Plan sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Materials Transportation Company Employee Stock Ownership Plan reported net income rose from -$4M in the plan year 2022 filing to $996K in the plan year 2023 filing.
  • Materials Transportation Company Employee Stock Ownership Plan reported participants rose from 116 in the plan year 2022 filing to 125 in the plan year 2023 filing.
  • Materials Transportation Company Employee Stock Ownership Plan end-of-year assets rose from $19M in the plan year 2022 filing to $20M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 741310809 · Materials Transportation Company PY 2023 · ESOP

Materials Transportation Company Employee Stock Ownership Plan · $20M · 125 · 73rd

  • BOOK $20M
  • BOOK 125
  • BOOK 73rd
  • BOOK ESOP
  • BOOK near De Maximis, Inc. Employee Stock Ownership Plan
  • BOOK ind #2425

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 Texas →

Materials Transportation Company Employee Stock Ownership Plan in the asset neighbourhood

Cmc Rescue, Inc. Employee Stock Ownership PlanCmc Rescue, Inc. Employee St…$20MS.M. Wilson & Co. Employee Stock Ownership PlanS.M. Wilson & Co. Employee S…$20MMaterials Transportation Company Employee Stock Ownership PlanMaterials Transportation Com…$20MDe Maximis, Inc. Employee Stock Ownership PlanDe Maximis, Inc. Employee St…$20MCsg Consultants, Inc. Employee Stock Ownership PlanCsg Consultants, Inc. Employ…$20M
End-of-year total assets ($M) among Materials Transportation Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$20M
Net Income$996K
Employer EIN741310809
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Materials Transportation Company)

Sponsor-wide plan assets over time

All Materials Transportation Company plans reported in each filing year

Latest sponsor-wide plan assets
$31M 29.57479667883376% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.6M $30.6M ▲ +29.6%
Year Plans Participants Total Assets
2022 2 242 $24M
2023 2 264 $25M
2024 2 250 $31M

Nearby ESOP Plans in Texas

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

Materials Transportation Company Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Materials Transportation Company Employee Stock Ownership Plan, Total assets ($B): 0.019916469 · Participants: 125Materials Transportation Company Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Materials Transportation Company Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Materials Transportation Company Employee Stock Ownership Plan side-by-side with 3 peers →

Materials Transportation Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is De Maximis, Inc. Employee Stock Ownership Plan in TN ($20M); by covered participants it is Wallner Expac Employer Stock Ownership Plan in CA (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Materials Transportation Company Employee Stock Ownership Plan assets move in 2023? ▼
Materials Transportation Company Employee Stock Ownership Plan grew at a solid clip - up 5.3% during 2023, from $19M to $20M. Reported net income was $996K.
How have Materials Transportation Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Materials Transportation Company's sponsor-wide assets grew 29.6%, from $24M to $31M.
Which ESOP plans are similar in size to Materials Transportation Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is De Maximis, Inc. Employee Stock Ownership Plan in TN ($20M, 61 participants).
Which ESOP plans cover a similar participant headcount to Materials Transportation Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wallner Expac Employer Stock Ownership Plan in CA (125 participants, $50M 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 741310809.

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.