ESOP · DOL Form 5500 · 2023
Alterman Group, Inc. ESOP
Data updated 2026-08-11
- $115M
- Total assets
- 287
- Participants
- 92nd
- Percentile by assets
- $400,188
- Avg per participant
Official DOL plan name: Alterman Group, Inc. Employee Stock Ownership Plan · Sponsored by Alterman Group, Inc. · Texas · Construction
$115M in assets, 287 participants
Alterman Group, Inc.'s Alterman Group, Inc. Employee Stock Ownership Plan reported $115M in total assets and 287 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 127,072 plans)
- #8,174 in Construction (9,030 peers)
Coverage in Texas
Alterman Group, Inc. Employee Stock Ownership Plan covers 287 participants in Texas, about 42% of the average Texas filer (state average ~688 per filing). Assets: $115M.
- $115M
- total plan assets (2023 EOY)
- 287
- covered participants
- 92nd
- percentile by assets (of 127,072 plans)
- $400,188
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Alterman Group, Inc. Employee Stock Ownership Plan reported net income rose from $7M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Alterman Group, Inc. Employee Stock Ownership Plan end-of-year assets rose from $93M in the plan year 2022 filing to $115M in the plan year 2023 filing.
- Alterman Group, Inc. Employee Stock Ownership Plan reported participants rose from 247 in the plan year 2022 filing to 287 in the plan year 2023 filing.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Alterman Group, Inc. Employee Stock Ownership Plan reports 287 participants - about 42% of that state average ($115M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $93M |
|---|---|
| Net Assets (End of Year) | $101M |
| Net Income | $18M |
| Employer EIN | 742316654 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Alterman Group, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 509 | $115M |
| 2023 | 2 | 591 | $139M |
| 2024 | 2 | 599 | $156M |
Nearby ESOP Plans in Texas
Peer ESOP plans, same state, same plan type, ranked by total assets.
Alterman Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
- Sammons Enterprises, Inc. Employee Stock Ownership Plan $21.2B · 3,000
- Highland Homes Employee Stock Ownership Plan $885M · 791
- Austin Industries Employee Stock Ownership Plan $498M · 4,510
- Cactus Feeders, Inc. Employee Stock Ownership Plan $447M · 831
- Lja Engineering, Inc. Employee Stock Ownership Plan $397M · 1,439
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Alterman Group, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Alterman Group, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Alterman Group, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Texas. Compare plans
- Alterman Group, Inc.'s sponsor-wide assets have grown 35.3% since 2022 across 3 plan years on file. More Construction plans