ESOP · DOL Form 5500 · 2023

Alterman Group, Inc. ESOP

Data updated 2026-08-25

$115M
Total assets Near avg plan size
287
Participants Below avg headcount
92nd
Percentile by assets National rank
$400,188
Avg per participant High balance/head
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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.

  • #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.

#8,174
in Construction (9,030 peers)
+23.0%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Alterman Group, Inc. Employee Stock Ownership Plan's outsized position by total assets

Alterman Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$114,854,027 Top 8% higher than 92% 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

Alterman Group, Inc. 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. Alterman Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (287 participants).

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 742316654 · Alterman Group, Inc. PY 2023 · ESOP

Alterman Group, Inc. Employee Stock Ownership Plan · $115M · 287 · 92nd

  • EIN $115M
  • EIN 287
  • EIN 92nd
  • EIN ESOP
  • EIN near Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan
  • EIN ind #8174

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 Texas →

Alterman Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Greatland Corporation Employee Stock Ownership PlanGreatland Corporation Employ…$116MWood-Mizer Holdings, Inc. Employee Stock Ownership PlanWood-Mizer Holdings, Inc. Em…$115MAlterman Group, Inc. Employee Stock Ownership PlanAlterman Group, Inc. Employe…$115MPrentke-Romich Company Employee Stock Ownership PlanPrentke-Romich Company Emplo…$115MThe Plexsys Interface Products, Inc. Employee Stock Ownership PlanThe Plexsys Interface Produc…$114M
End-of-year total assets ($M) among Alterman Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$93M
Net Assets (End of Year)$101M
Net Income$18M
Employer EIN742316654
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alterman Group, Inc.)

Sponsor-wide plan assets over time

All Alterman Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$156M 35.27123604665384% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $115M $156M ▲ +35.3%
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 Scatter plot of 6 data points. 010002000300040005000 -50510152025 Total assets ($B) Participants Alterman Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.114854027 · Participants: 287Alterman Group, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Alterman Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Alterman Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Alterman Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan in IN ($115M); by covered participants it is Builtwell Bancorp, Inc. Employee Stock Ownership Plan in TN (287 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (287 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 Alterman Group, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Alterman Group, Inc. Employee Stock Ownership Plan grew sharply - up 23.0% during 2023, from $93M to $115M. Reported net income was $18M.
How have Alterman Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alterman Group, Inc.'s sponsor-wide assets grew 35.3%, from $115M to $156M.
Where does Alterman Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Alterman Group, Inc. Employee Stock Ownership Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Alterman Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan in IN ($115M, 509 participants).
Which ESOP plans cover a similar participant headcount to Alterman Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Builtwell Bancorp, Inc. Employee Stock Ownership Plan in TN (287 participants, $18M 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 742316654.

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.