ESOP · DOL Form 5500 · 2023

Mhts Associates, LLC ESOP

Data updated 2026-08-25

$7K
Total assets Small plan by assets
22
Participants Small participant base
1st
Percentile by assets National rank
$318
Avg per participant Low balance/head
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Official DOL plan name: Mhts Employee Benefit Plan · Sponsored by Mhts Associates, LLC · Florida · Administrative & Support Services

$7K in assets, 22 participants

Mhts Associates, LLC's Mhts Employee Benefit Plan reported $7K in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 1st 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.

  • #114 in Administrative & Support Services (4,372 peers)

Mhts Associates, LLC multi-year trail

Mhts Associates, LLC's plans moved -14.5% in assets from 2022 to 2024; this filing shows Mhts Employee Benefit Plan at $7K / 22 participants.

#114
in Administrative & Support Services (4,372 peers)
-91.6%
assets change YoY

The plan reported a net loss of $76K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mhts Employee Benefit Plan among the smaller filed plans by assets

Mhts Employee Benefit Plan vs every filed plan by assets

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

$7,000 1st percentile higher than 1% 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

Mhts Employee Benefit 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. Mhts Employee Benefit Plan is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mhts Employee Benefit Plan reported net income fell from $54K in the plan year 2022 filing to -$76K in the plan year 2023 filing.
  • Mhts Employee Benefit Plan end-of-year assets fell from $83K in the plan year 2022 filing to $7K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 822775024 · Mhts Associates, LLC PY 2023 · ESOP

Mhts Employee Benefit Plan · $7K · 22 · 1st

  • SCH $7K
  • SCH 22
  • SCH 1st
  • SCH ESOP
  • SCH near Itek Holding, Inc. Employee Stock Ownership Plan
  • SCH ind #114

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 Florida →

Mhts Employee Benefit Plan in the asset neighbourhood

Mhts Employee Benefit Plan$7KItek Holding, Inc. Employee Stock Ownership PlanItek Holding, Inc. Employee …$7KLgs Management Group, Inc. Employee Stock Ownership PlanLgs Management Group, Inc. E…$6KEmployees' Stock Ownership Plan of Chas. Lunsford Sons & AssociatesEmployees' Stock Ownership P…$6KData Industries, Ltd. Employee Stock Ownership Plan and TrustData Industries, Ltd. Employ…$6K
End-of-year total assets ($M) among Mhts Employee Benefit Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Mhts Associates, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Mhts Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$71K 14.457831325301203% vs 2022
2024 filing year
$0M$0.05M$0.1M 202220232024 $0.08M $0.07M ▼ -12.5%
Year Plans Participants Total Assets
2022 1 22 $83K
2023 1 22 $7K
2024 1 22 $71K

Mhts Associates, LLC filing trail (2023)

Total Assets (Beginning of Year)$83K
Net Assets (End of Year)$7K
Net Income-$76K
Employer EIN822775024
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

Mhts Employee Benefit Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Mhts Employee Benefit Plan, Total assets ($B): 0.000007 · Participants: 22Mhts Employee Benefit PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.810430673 · Participants: 141229Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.836004639 · Participants: 15500Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.390019755 · Participants: 382Rsr Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.367604547 · Participants: 233Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.324400117 · Participants: 5365Thirty Fifteen Employee Stock Ownership Plan
Mhts Employee Benefit Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Mhts Employee Benefit Plan side-by-side with 3 peers →

Mhts Employee Benefit Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Itek Holding, Inc. Employee Stock Ownership Plan in CA ($7K); by covered participants it is Davy Architecture, Inc. Employee Stock Ownership Plan in CA (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Mhts Employee Benefit Plan assets move in 2023? ▼
Mhts Employee Benefit Plan contracted severely - down 91.6% during 2023, from $83K to $7K. Reported net income was -$76K.
How have Mhts Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mhts Associates, LLC's sponsor-wide assets declined 14.5%, from $83K to $71K.
Where does Mhts Employee Benefit Plan rank by assets among Form 5500 filers? ▼
Mhts Employee Benefit Plan ranks in the 1st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Mhts Employee Benefit Plan? ▼
Among ESOP plans in other states, the closest by assets is Itek Holding, Inc. Employee Stock Ownership Plan in CA ($7K, 38 participants).
Which ESOP plans cover a similar participant headcount to Mhts Employee Benefit Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Davy Architecture, Inc. Employee Stock Ownership Plan in CA (22 participants, N/A 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 822775024.

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.