401(k) · DOL Form 5500 · 2023

Mtx Group, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
263
Participants Below avg headcount
53rd
Percentile by assets National rank
$29,788
Avg per participant Low balance/head
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Official DOL plan name: Mtx Group 401(k) Plan · Sponsored by Mtx Group, Inc. · Texas · Professional & Technical Services

$8M in assets, 263 participants

Mtx Group, Inc.'s Mtx Group 401(k) Plan reported $8M in total assets and 263 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #10,521 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Mtx Group 401(k) Plan covers 263 participants in Texas, about 38% of the average Texas filer (state average ~688 per filing). Assets: $8M.

#10,521
in Professional & Technical Services (20,321 peers)
+53.6%
assets growth YoY

Mtx Group 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Mtx Group 401(k) Plan vs every filed plan by assets

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

$7,834,130 Top 47% higher than 53% 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

Mtx Group 401(k) 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. Mtx Group 401(k) Plan sits mid-pack in the medium band (263 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mtx Group 401(k) Plan reported net income rose from $209K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Mtx Group 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Mtx Group 401(k) Plan reported participants fell from 515 in the plan year 2022 filing to 263 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 824828973 · Mtx Group, Inc. PY 2023 · 401(k)

Mtx Group 401(k) Plan · $8M · 263 · 53rd

  • EIN $8M
  • EIN 263
  • EIN 53rd
  • EIN 401(k)
  • EIN near Whitworth Tool, Inc. 401(k) Plan
  • EIN ind #10521

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 Professional & Technical Services retirement plans → · Plans in Texas →

Mtx Group 401(k) Plan in the asset neighbourhood

Linear Motion Union 401(k) PlanLinear Motion Union 401(k) P…$8MMtx Group 401(k) Plan$8MWhitworth Tool, Inc. 401(k) PlanWhitworth Tool, Inc. 401(k) …$8MOil Changer, Inc. 401(k) Plan$8MThe Santa Lucia Preserve Co. 401(k) PlanThe Santa Lucia Preserve Co.…$8M
End-of-year total assets ($M) among Mtx Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$8M
Net Income$3M
Employer EIN824828973
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mtx Group, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$11M 113.53920264191804% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.1M $10.9M ▲ +113.5%
Year Plans Participants Total Assets
2022 1 515 $5M
2023 1 263 $8M
2024 1 391 $11M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Mtx Group 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Mtx Group 401(k) Plan, Total assets ($B): 0.00783413 · Participants: 263Mtx Group 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Mtx Group 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Mtx Group 401(k) Plan side-by-side with 3 peers →

Mtx Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Whitworth Tool, Inc. 401(k) Plan in KY ($8M); by covered participants it is Mercer Valve Co., Inc. 401(k) Plan in OK (263 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (263 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 Mtx Group 401(k) Plan assets move in 2023? ▼
Mtx Group 401(k) Plan surged - up 53.6% during 2023, from $5M to $8M. Reported net income was $3M.
How have Mtx Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mtx Group, Inc.'s sponsor-wide assets grew 113.5%, from $5M to $11M.
Which 401(k) plans are similar in size to Mtx Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Whitworth Tool, Inc. 401(k) Plan in KY ($8M, 161 participants).
Which 401(k) plans cover a similar participant headcount to Mtx Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mercer Valve Co., Inc. 401(k) Plan in OK (263 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 824828973.

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.