ESOP · DOL Form 5500 · 2023

Allterra Central, Inc ESOP

Data updated 2026-08-25

$78M
Total assets Below avg plan size
90
Participants Small participant base
89th
Percentile by assets National rank
$861,937
Avg per participant High balance/head
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Official DOL plan name: Allterra Central, Inc. Employee Stock Ownership Plan · Sponsored by Allterra Central, Inc · Texas · Real Estate

$78M in assets, 90 participants

Allterra Central, Inc's Allterra Central, Inc. Employee Stock Ownership Plan reported $78M in total assets and 90 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #4,573 in Real Estate (4,727 peers)

Where Allterra Central, Inc. Employee Stock Ownership Plan sits by assets

Allterra Central, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $78M for 90 participants (~$861,937/participant), up 3.6% in 2023.

#4,573
in Real Estate (4,727 peers)
+3.6%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Allterra Central, Inc. Employee Stock Ownership Plan's outsized position by total assets

Allterra Central, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$77,574,287 Top 11% higher than 89% 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

Allterra Central, 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. Allterra Central, Inc. Employee Stock Ownership Plan is a small filing (90 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allterra Central, Inc. Employee Stock Ownership Plan reported net income fell from $7M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Allterra Central, Inc. Employee Stock Ownership Plan reported participants rose from 76 in the plan year 2022 filing to 90 in the plan year 2023 filing.
  • Allterra Central, Inc. Employee Stock Ownership Plan end-of-year assets rose from $75M in the plan year 2022 filing to $78M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 823882727 · Allterra Central, Inc PY 2023 · ESOP

Allterra Central, Inc. Employee Stock Ownership Plan · $78M · 90 · 89th

  • SCH $78M
  • EBSA 90
  • PART 89th
  • TYPE ESOP
  • NET near Aerotech, Inc. Employee Stock Ownership Plan and Trust
  • BOOK ind #4573

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 →

Allterra Central, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Graydaze Contracting, Inc. Employee Stock Ownership PlanGraydaze Contracting, Inc. E…$78MAerotech, Inc. Employee Stock Ownership Plan and TrustAerotech, Inc. Employee Stoc…$78MAllterra Central, Inc. Employee Stock Ownership PlanAllterra Central, Inc. Emplo…$78MCoast Citrus Distributors Employee Stock Ownership PlanCoast Citrus Distributors Em…$77MI&s Group, Inc. Employee Stock Ownership PlanI&s Group, Inc. Employee Sto…$77M
End-of-year total assets ($M) among Allterra Central, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$75M
Net Assets (End of Year)$75M
Net Income$2M
Employer EIN823882727
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allterra Central, Inc)

Sponsor-wide plan assets over time

All Allterra Central, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$86M 15.554896665419458% vs 2022
2024 filing year
$70M$75M$80M$85M$90M 202220232024 $74.9M $86.5M ▲ +15.6%
Year Plans Participants Total Assets
2022 1 76 $75M
2023 1 90 $78M
2024 1 105 $86M

Nearby ESOP Plans in Texas

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

Allterra Central, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Allterra Central, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.077574287 · Participants: 90Allterra Central, Inc. 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
Allterra Central, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Allterra Central, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Allterra Central, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Aerotech, Inc. Employee Stock Ownership Plan and Trust in PA ($78M); by covered participants it is Peoples Financial Corporation Employee Stock Ownership Plan in MS (90 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 Allterra Central, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Allterra Central, Inc. Employee Stock Ownership Plan edged up modestly - up 3.6% during 2023, from $75M to $78M. Reported net income was $2M.
How have Allterra Central, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allterra Central, Inc's sponsor-wide assets grew 15.6%, from $75M to $86M.
Where does Allterra Central, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Allterra Central, Inc. Employee Stock Ownership Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Allterra Central, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Aerotech, Inc. Employee Stock Ownership Plan and Trust in PA ($78M, 479 participants).
Which ESOP plans cover a similar participant headcount to Allterra Central, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Peoples Financial Corporation Employee Stock Ownership Plan in MS (90 participants, $3M 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 823882727.

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.