ESOP · DOL Form 5500 · 2023
Mathematica Group Holding Inc. ESOP
Data updated 2026-08-25
- $309M
- Total assets Above avg plan size
- 1,571
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $196,760
- Avg per participant Above avg balance/head
Official DOL plan name: Mathematica Group Holding Inc. Employee Stock Ownership Plan · Sponsored by Mathematica Group Holding Inc. · New Jersey · Professional & Technical Services
$309M in assets, 1,571 participants
Mathematica Group Holding Inc.'s Mathematica Group Holding Inc. Employee Stock Ownership Plan reported $309M in total assets and 1,571 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #19,754 in Professional & Technical Services (20,321 peers)
Where Mathematica Group Holding Inc. Employee Stock Ownership Plan sits by assets
Mathematica Group Holding Inc. Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $309M for 1,571 participants (~$196,760/participant), up 1.9% in 2023.
- #19,754
- in Professional & Technical Services (20,321 peers)
- +1.9%
- assets growth YoY
- 3.1×
- vs typical plan assets (national mean)
Mathematica Group Holding Inc. Employee Stock Ownership Plan's outsized position by total assets
Mathematica Group Holding Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$309,109,417 Top 4% higher than 96% 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
Mathematica Group Holding Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mathematica Group Holding Inc. Employee Stock Ownership Plan lands in the large band (1,571 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mathematica Group Holding Inc. Employee Stock Ownership Plan reported net income fell from $13M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Mathematica Group Holding Inc. Employee Stock Ownership Plan reported participants rose from 1,383 in the plan year 2022 filing to 1,571 in the plan year 2023 filing.
- Mathematica Group Holding Inc. Employee Stock Ownership Plan end-of-year assets rose from $303M in the plan year 2022 filing to $309M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 222675420 · Mathematica Group Holding Inc. PY 2023 · ESOP
Mathematica Group Holding Inc. Employee Stock Ownership Plan · $309M · 1,571 · 96th
- ASSETS $309M
- ASSETS 1,571
- ASSETS 96th
- ASSETS ESOP
- ASSETS near Locke Supply Co. Employee Stock Ownership Plan
- ASSETS ind #19754
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 New Jersey →
Mathematica Group Holding Inc. Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $303M |
|---|---|
| Net Assets (End of Year) | $309M |
| Net Income | $6M |
| Employer EIN | 222675420 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mathematica Group Holding Inc.)
Sponsor-wide plan assets over time
All Mathematica Group Holding Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $758M 16.343949814606916% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,878 | $652M |
| 2023 | 2 | 3,257 | $734M |
| 2024 | 2 | 3,525 | $758M |
Nearby ESOP Plans in New Jersey
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Okonite Company Employees Stock Ownership Plan $421M · 1,127
- Conair LLC Savings and Investment Plan $301M · 1,050
- Amboy Bancorporation Employee Stock Ownership Plan $107M · 193
- Columbia Bank Employee Stock Ownership Plan $86M · 729
- Employees' Stock Ownership Plan of Cenlar Capital Corporation $62M · 2,710
Mathematica Group Holding Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside New Jersey, the nearest ESOP by assets is Locke Supply Co. Employee Stock Ownership Plan in OK ($311M); by covered participants it is Hytrol Conveyor Co., Inc. Employee Stock Ownership Plan in AR (1,570 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($309M here).
- Locke Supply Co. Employee Stock Ownership Plan (OK) $311M · 1,300
- Morton Buildings, Inc. Leveraged Employee Stock Ownership Plan (IL) $308M · 1,774
- Harps Food Stores, Inc. Employee Stock Ownership Plan (AR) $306M · 2,833
- Emery Sapp Employee Stock Ownership Plan (MO) $313M · 1,947
Similar participant headcount
Nearest other-state filings by covered participants (1,571 participants); asset peers above are excluded.
- Hytrol Conveyor Co., Inc. Employee Stock Ownership Plan (AR) 1,570 · 1 off
- Src Employee Stock Ownership Plan and Trust (MO) 1,561 · 10 off
- Telapex, Inc. Employee Stock Ownership Plan (MS) 1,610 · 39 off
- Yoke's Foods, Inc. Employee Stock Ownership Plan (WA) 1,532 · 39 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.