ESOP · DOL Form 5500 · 2023

Peter H. Mattson & Co., Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
61
Participants Small participant base
54th
Percentile by assets National rank
$134,428
Avg per participant Near avg balance/head
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Official DOL plan name: Mattson & Co. Employee Stock Ownership Plan · Sponsored by Peter H. Mattson & Co., Inc. · California · Professional & Technical Services

$8M in assets, 61 participants

Peter H. Mattson & Co., Inc.'s Mattson & Co. Employee Stock Ownership Plan reported $8M in total assets and 61 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,726 in Professional & Technical Services (20,321 peers)

Peter H. Mattson & Co., Inc. multi-year trail

Peter H. Mattson & Co., Inc.'s plans moved +24.3% in assets from 2022 to 2024; this filing shows Mattson & Co. Employee Stock Ownership Plan at $8M / 61 participants.

#10,726
in Professional & Technical Services (20,321 peers)
-15.0%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mattson & Co. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Mattson & Co. Employee Stock Ownership Plan vs every filed plan by assets

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

$8,200,129 Top 46% higher than 54% 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

Mattson & Co. 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. Mattson & Co. Employee Stock Ownership Plan is a small filing (61 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mattson & Co. Employee Stock Ownership Plan reported net income fell from -$779K in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Mattson & Co. Employee Stock Ownership Plan end-of-year assets fell from $10M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Mattson & Co. Employee Stock Ownership Plan reported participants rose from 55 in the plan year 2022 filing to 61 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 942456738 · Peter H. Mattson & Co., Inc. PY 2023 · ESOP

Mattson & Co. Employee Stock Ownership Plan · $8M · 61 · 54th

  • PART $8M
  • PART 61
  • PART 54th
  • PART ESOP
  • PART near Covenant Eyes, Inc. Employee Stock Ownership Plan
  • PART ind #10726

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 California →

Mattson & Co. Employee Stock Ownership Plan in the asset neighbourhood

Mattson & Co. Employee Stock Ownership PlanMattson & Co. Employee Stock…$8MCovenant Eyes, Inc. Employee Stock Ownership PlanCovenant Eyes, Inc. Employee…$8MLeighton Enterprises, Inc. Employee Stock Ownership PlanLeighton Enterprises, Inc. E…$8MConcord General Contracting, Inc. Employee Stock Ownership PlanConcord General Contracting,…$8MEdge Construction Specialties, Inc. Employee Stock Ownership PlanEdge Construction Specialtie…$8M
End-of-year total assets ($M) among Mattson & Co. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Peter H. Mattson & Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Peter H. Mattson & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 24.29576407628043% vs 2022
2024 filing year
$30M$35M$40M 202220232024 $31.1M $38.7M ▲ +24.3%
Year Plans Participants Total Assets
2022 2 116 $31M
2023 2 123 $35M
2024 2 120 $39M

Peter H. Mattson & Co., Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$1M
Employer EIN942456738
Plan Effective Date1978-09-28
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Mattson & Co. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Mattson & Co. Employee Stock Ownership Plan, Total assets ($B): 0.008200129 · Participants: 61Mattson & Co. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Mattson & Co. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Mattson & Co. Employee Stock Ownership Plan side-by-side with 3 peers →

Mattson & Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Covenant Eyes, Inc. Employee Stock Ownership Plan in MI ($8M); by covered participants it is Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. in OK (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 participants); asset peers above are excluded.

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 Mattson & Co. Employee Stock Ownership Plan assets move in 2023? ▼
Mattson & Co. Employee Stock Ownership Plan pulled back noticeably - down 15.0% during 2023, from $10M to $8M. Reported net income was -$1M.
How have Peter H. Mattson & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peter H. Mattson & Co., Inc.'s sponsor-wide assets grew 24.3%, from $31M to $39M.
Which ESOP plans are similar in size to Mattson & Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Covenant Eyes, Inc. Employee Stock Ownership Plan in MI ($8M, 180 participants).
Which ESOP plans cover a similar participant headcount to Mattson & Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. in OK (61 participants, $4M 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 942456738.

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.