ESOP · DOL Form 5500 · 2023

The Original Mattress Factory, Inc. ESOP

Data updated 2026-08-25

$52M
Total assets Below avg plan size
311
Participants Below avg headcount
86th
Percentile by assets National rank
$166,750
Avg per participant Above avg balance/head
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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.

  • #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.

#14,906
in Manufacturing (18,722 peers)
+9.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

The Original Mattress Factory Employee Stock Ownership Plan's outsized position by total assets

The Original Mattress Factory Employee Stock Ownership Plan vs every filed plan by assets

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

$51,859,112 Top 14% higher than 86% 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

The Original Mattress Factory 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. The Original Mattress Factory Employee Stock Ownership Plan sits mid-pack in the medium band (311 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

Published 5500 schedule card

Filing strip 320537745 · The Original Mattress Factory, Inc. PY 2023 · ESOP

The Original Mattress Factory Employee Stock Ownership Plan · $52M · 311 · 86th

  • PART $52M
  • PART 311
  • PART 86th
  • PART ESOP
  • PART near American Equity Investment Employee Stock Ownership Plan
  • PART ind #14906

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 Ohio →

The Original Mattress Factory Employee Stock Ownership Plan in the asset neighbourhood

The Original Mattress Factory Employee Stock Ownership PlanThe Original Mattress Factor…$52MAmerican Equity Investment Employee Stock Ownership PlanAmerican Equity Investment E…$52MConcrete Supply Co. Inc. Employee Stock Ownership PlanConcrete Supply Co. Inc. Emp…$52MLockheed Martin Corporation Basic Benefit Plan for Hourly EmployeesLockheed Martin Corporation …$52MFishback Financial Corporation Employee Stock Ownership PlanFishback Financial Corporati…$52M
End-of-year total assets ($M) among The Original Mattress Factory Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$1M
Net Income$7M
Employer EIN320537745
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All The Original Mattress Factory, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$57M 18.9112499154796% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $47.6M $56.6M ▲ +18.9%
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 Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants The Original Mattress Factory Employee Stock Ownership Plan, Total assets ($B): 0.051859112 · Participants: 311The Original Mattress Factory Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
The Original Mattress Factory Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants

The Original Mattress Factory Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is American Equity Investment Employee Stock Ownership Plan in IA ($52M); by covered participants it is Casino Queen Employee Stock Ownership Plan in MO (312 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 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).
Which ESOP plans cover a similar participant headcount to The Original Mattress Factory Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Casino Queen Employee Stock Ownership Plan in MO (312 participants, N/A in assets).