ESOP · DOL Form 5500 · 2024

Allterra Central, Inc ESOP

Data updated 2026-08-25

$86M
Total assets Below avg plan size
105
Participants Small participant base
89th
Percentile by assets National rank
$823,739
Avg per participant High balance/head
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Official DOL plan name: Allterra Central, Inc. Employee Stock Ownership Plan · Sponsored by Allterra Central, Inc · Texas · Real Estate

$86M in assets, 105 participants

Allterra Central, Inc's Allterra Central, Inc. Employee Stock Ownership Plan reported $86M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #4,437 in Real Estate (4,605 peers)

Coverage in Texas

Allterra Central, Inc. Employee Stock Ownership Plan covers 105 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $86M.

#4,437
in Real Estate (4,605 peers)
+11.5%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Allterra Central, Inc. Employee Stock Ownership Plan's outsized position by total assets

Allterra Central, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$86,492,579 Top 11% higher than 89% of 123,620 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 2024

Allterra Central, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allterra Central, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Allterra Central, Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Allterra Central, Inc. Employee Stock Ownership Plan reported participants rose from 90 in the plan year 2023 filing to 105 in the plan year 2024 filing.
  • Allterra Central, Inc. Employee Stock Ownership Plan end-of-year assets rose from $78M in the plan year 2023 filing to $86M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 823882727 · Allterra Central, Inc PY 2024 · ESOP

Allterra Central, Inc. Employee Stock Ownership Plan · $86M · 105 · 89th

  • PCT $86M
  • PCT 105
  • PCT 89th
  • PCT ESOP
  • PCT near Carestar, Inc. Employee Stock Ownership Plan
  • PCT ind #4437

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 →

Allterra Central, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Russ Davis Wholesale, Inc. Employee Stock Ownership PlanRuss Davis Wholesale, Inc. E…$87MBartlett & West, Inc. Employee Stock Ownership PlanBartlett & West, Inc. Employ…$87MSletten, Inc. Employee Stock Ownership PlanSletten, Inc. Employee Stock…$87MCarestar, Inc. Employee Stock Ownership PlanCarestar, Inc. Employee Stoc…$87MAllterra Central, Inc. Employee Stock Ownership PlanAllterra Central, Inc. Emplo…$86M
End-of-year total assets ($M) among Allterra Central, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$85M
Net Income$9M
Employer EIN823882727
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allterra Central, Inc)

Sponsor-wide plan assets over time

All Allterra Central, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$86M 15.554896665419458% vs 2022
2024 filing year
$70M$75M$80M$85M$90M 202220232024 $74.9M $86.5M ▲ +15.6%
Year Plans Participants Total Assets
2022 1 76 $75M
2023 1 90 $78M
2024 1 105 $86M

Nearby ESOP Plans in Texas

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

Allterra Central, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Allterra Central, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.086492579 · Participants: 105Allterra Central, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
Allterra Central, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Allterra Central, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Texas, the nearest ESOP by assets is Carestar, Inc. Employee Stock Ownership Plan in OH ($87M); by covered participants it is Peninsula Insurance Bureau Employee Stock Ownership Plan in FL (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Allterra Central, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Allterra Central, Inc. Employee Stock Ownership Plan grew at a solid clip - up 11.5% during 2024, from $78M to $86M. Reported net income was $9M.
How have Allterra Central, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allterra Central, Inc's sponsor-wide assets grew 15.6%, from $75M to $86M.
Where does Allterra Central, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Allterra Central, Inc. Employee Stock Ownership Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Allterra Central, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Carestar, Inc. Employee Stock Ownership Plan in OH ($87M, 396 participants).
Which ESOP plans cover a similar participant headcount to Allterra Central, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Peninsula Insurance Bureau Employee Stock Ownership Plan in FL (105 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 823882727.

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.