ESOP · DOL Form 5500 · 2022
Mate Inc ESOP
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $422,895
- Avg per participant High balance/head
Official DOL plan name: Mate Inc Stock Bonus Plan & Trust with ESOP Provisions · Sponsored by Mate Inc · Texas · Manufacturing
$3M in assets, 8 participants
Mate Inc's Mate Inc Stock Bonus Plan & Trust with ESOP Provisions reported $3M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.
- #5,360 in Manufacturing (20,602 peers)
Mate Inc multi-year trail
Mate Inc's plans moved +100.6% in assets from 2022 to 2024; this filing shows Mate Inc Stock Bonus Plan & Trust with ESOP Provisions at $3M / 8 participants.
- #5,360
- in Manufacturing (20,602 peers)
- -0.8%
- assets change YoY
The plan reported a net loss of $28K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mate Inc Stock Bonus Plan & Trust with ESOP Provisions's mid-pack asset rank among Manufacturing and all filers
Mate Inc Stock Bonus Plan & Trust with ESOP Provisions vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,383,157 43rd percentile higher than 43% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Mate Inc Stock Bonus Plan & Trust with ESOP Provisions among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mate Inc Stock Bonus Plan & Trust with ESOP Provisions is a micro filing (8 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 741841397 · Mate Inc PY 2022 · ESOP
Mate Inc Stock Bonus Plan & Trust with ESOP Provisions · $3M · 8 · 43rd
- NET $3M
- NET 8
- NET 43rd
- NET ESOP
- NET near Cem Machine, Inc. Employee Stock Ownership Plan and Trust
- NET ind #5360
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 →
Mate Inc Stock Bonus Plan & Trust with ESOP Provisions in the asset neighbourhood
Mate Inc multi-year asset trail
Sponsor-wide plan assets over time
All Mate Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 100.64117627411319% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $3M |
| 2023 | 1 | 8 | $3M |
| 2024 | 2 | 19 | $7M |
Mate Inc filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$28K |
| Employer EIN | 741841397 |
| Plan Effective Date | 1978-11-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Texas
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Sammons Enterprises, Inc. Employee Stock Ownership Plan $20.6B · 2,620
- Highland Homes Employee Stock Ownership Plan $520M · 690
- Cactus Feeders, Inc. Employee Stock Ownership Plan $495M · 818
- Austin Industries Employee Stock Ownership Plan $422M · 5,325
- Lja Engineering ESOP $353M · 1,298
Mate Inc Stock Bonus Plan & Trust with ESOP Provisions's out-of-state ESOP peers by assets and headcount
Outside Texas, the nearest ESOP by assets is Cem Machine, Inc. Employee Stock Ownership Plan and Trust in NY ($3M); by covered participants it is Ament, Inc. Employee Stock Ownership Plan in IA (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.