ESOP · DOL Form 5500 · 2023

Matrix Design Group, Inc. ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
175
Participants Small participant base
72nd
Percentile by assets National rank
$110,488
Avg per participant Below avg balance/head
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Official DOL plan name: Matrix Design Group, Inc. Employee Stock Ownership Plan · Sponsored by Matrix Design Group, Inc. · Colorado · Professional & Technical Services

$19M in assets, 175 participants

Matrix Design Group, Inc.'s Matrix Design Group, Inc. Employee Stock Ownership Plan reported $19M in total assets and 175 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.

  • #14,579 in Professional & Technical Services (20,321 peers)

Coverage in Colorado

Matrix Design Group, Inc. Employee Stock Ownership Plan covers 175 participants in Colorado, about 47% of the average Colorado filer (state average ~376 per filing). Assets: $19M.

#14,579
in Professional & Technical Services (20,321 peers)
+9.6%
assets growth YoY

Matrix Design Group, Inc. Employee Stock Ownership Plan's outsized position by total assets

Matrix Design Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$19,335,406 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

Matrix Design Group, Inc. 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. Matrix Design Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (175 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Matrix Design Group, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Matrix Design Group, Inc. Employee Stock Ownership Plan reported participants rose from 147 in the plan year 2022 filing to 175 in the plan year 2023 filing.
  • Matrix Design Group, Inc. Employee Stock Ownership Plan 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 →

Published 5500 schedule card

Filing strip 841515767 · Matrix Design Group, Inc. PY 2023 · ESOP

Matrix Design Group, Inc. Employee Stock Ownership Plan · $19M · 175 · 72nd

  • PCT $19M
  • PCT 175
  • PCT 72nd
  • PCT ESOP
  • PCT near Your Building Centers, Inc. Employee Stock Ownership Plan
  • PCT ind #14579

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 Colorado →

Matrix Design Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Vern Eide Motorcars Employee Stock Ownership PlanVern Eide Motorcars Employee…$19MErs Industries, Inc. Employee Stock Ownership Retirement PlanErs Industries, Inc. Employe…$19MTex-Oma Builders Supply Company Employee Stock Ownership PlanTex-Oma Builders Supply Comp…$19MYour Building Centers, Inc. Employee Stock Ownership PlanYour Building Centers, Inc. …$19MMatrix Design Group, Inc. Employee Stock Ownership PlanMatrix Design Group, Inc. Em…$19M
End-of-year total assets ($M) among Matrix Design Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN841515767
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Matrix Design Group, Inc.)

Sponsor-wide plan assets over time

All Matrix Design Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 35.52974591549258% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.6M $38.7M ▲ +35.5%
Year Plans Participants Total Assets
2022 2 299 $29M
2023 2 356 $33M
2024 2 439 $39M

Nearby ESOP Plans in Colorado

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

Matrix Design Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. 020040060080010001200 0100200300400500 Total assets ($M) Participants Matrix Design Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 19.335406 · Participants: 175Matrix Design Group, Inc. Employee Stock Ownership PlanAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 385.149702 · Participants: 581Alpine Lumber Company Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 266.310908 · Participants: 776Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 211.311494 · Participants: 1075Envision Management Holding, Inc. Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 209.447754 · Participants: 206Brown Strauss, Inc. Employee Stock Ownership PlanHercules Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 106.310439 · Participants: 444Hercules Industries, Inc. Employee Stock Ownership Plan
Matrix Design Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Matrix Design Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Matrix Design Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Colorado, the nearest ESOP by assets is Your Building Centers, Inc. Employee Stock Ownership Plan in PA ($19M); by covered participants it is Coast to Coast Computer Products, Inc. Employee Stock Ownership Plan in CA (175 participants). Same-state nearby plans are listed separately above.

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 Matrix Design Group, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Matrix Design Group, Inc. Employee Stock Ownership Plan grew at a solid clip - up 9.6% during 2023, from $18M to $19M. Reported net income was $2M.
How have Matrix Design Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Matrix Design Group, Inc.'s sponsor-wide assets grew 35.5%, from $29M to $39M.
Which ESOP plans are similar in size to Matrix Design Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Your Building Centers, Inc. Employee Stock Ownership Plan in PA ($19M, 258 participants).
Which ESOP plans cover a similar participant headcount to Matrix Design Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Coast to Coast Computer Products, Inc. Employee Stock Ownership Plan in CA (175 participants, $11M 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 841515767.

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.