ESOP · DOL Form 5500 · 2023

The Original Mattress Factory, Inc. ESOP

Data updated 2026-08-11

$52M
Total assets: 311
Participants: 86th
Percentile by assets: $166,750
Avg per participant

Official DOL plan name: The Original Mattress Factory Employee Stock Ownership Plan · Sponsored by The Original Mattress Factory, Inc. · Ohio · Manufacturing

$52M in assets, 311 participants

The Original Mattress Factory, Inc.'s The Original Mattress Factory Employee Stock Ownership Plan reported $52M in total assets and 311 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

86th percentile by assets (of 127,072 plans)
#14,906 in Manufacturing (18,722 peers)

Coverage in Ohio

The Original Mattress Factory Employee Stock Ownership Plan covers 311 participants in Ohio, about 41% of the average Ohio filer (state average ~765 per filing). Assets: $52M.

$52M
total plan assets (2023 EOY): 311
covered participants: 86th
percentile by assets (of 127,072 plans): $166,750
avg assets per participant

The Original Mattress Factory Employee Stock Ownership Plan reported net income rose from -$11M in the plan year 2022 filing to $7M in the plan year 2023 filing.
The Original Mattress Factory Employee Stock Ownership Plan end-of-year assets rose from $48M in the plan year 2022 filing to $52M in the plan year 2023 filing.
The Original Mattress Factory Employee Stock Ownership Plan reported participants fell from 330 in the plan year 2022 filing to 311 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Ohio

Industry

Manufacturing

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. The Original Mattress Factory Employee Stock Ownership Plan reports 311 participants - about 41% of that state average ($52M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)	$48M
Net Assets (End of Year)	$1M
Net Income	$7M
Employer EIN	320537745
Plan Effective Date	2011-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (The Original Mattress Factory, Inc.)

Total plan assets by year, all The Original Mattress Factory, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	330	$48M
2023	1	311	$52M
2024	1	328	$57M

Nearby ESOP Plans in Ohio

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

The Original Mattress Factory Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants

Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $23.1B · 32,152
The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $1.7B · 1,019
Messer Inc. Employee Stock Ownership Plan $622M · 873
Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $504M · 4,110
Cleveland Steel Container Corporation Employee Stock Ownership Plan $452M · 434

Compare The Original Mattress Factory Employee S… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to The Original Mattress Factory Employee Stock Ownership Plan by total assets, not by location.

American Equity Investment Employee Stock Ownership Plan (IA) $52M · 726
Concrete Supply Co. Inc. Employee Stock Ownership Plan (GA) $52M · 219
Lockheed Martin Corporation Basic Benefit Plan for Hourly Employees (MD) $52M · 10,489
Fishback Financial Corporation Employee Stock Ownership Plan (SD) $52M · 713

Frequently Asked Questions

How did The Original Mattress Factory Employee Stock Ownership Plan assets move in 2023? ▼

The Original Mattress Factory Employee Stock Ownership Plan grew at a solid clip - up 9.0% during 2023, from $48M to $52M. Reported net income was $7M.

How have The Original Mattress Factory, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Original Mattress Factory, Inc.'s sponsor-wide assets grew 18.9%, from $48M to $57M.

Where does The Original Mattress Factory Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

The Original Mattress Factory Employee Stock Ownership Plan ranks in the 86th 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 The Original Mattress Factory Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is American Equity Investment Employee Stock Ownership Plan in IA ($52M, 726 participants).

Next read for The Original Mattress Factory Employee S…

Filing takeaways

Ways to act on The Original Mattress Factory Employee Stock Ownership Plan's numbers.

By total assets, The Original Mattress Factory Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Ohio. Compare plans
The Original Mattress Factory, Inc.'s sponsor-wide assets have grown 18.9% since 2022 across 3 plan years on file. More Manufacturing plans

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 320537745.