ESOP · DOL Form 5500 · 2024

The Motz Corporation ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
117
Participants Small participant base
69th
Percentile by assets National rank
$162,431
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Motz Corporation Employee Stock Ownership Plan · Sponsored by The Motz Corporation · Ohio · Agriculture, Forestry & Fishing

$19M in assets, 117 participants

The Motz Corporation's The Motz Corporation Employee Stock Ownership Plan reported $19M in total assets and 117 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #937 in Agriculture, Forestry & Fishing (1,217 peers)

Coverage in Ohio

The Motz Corporation Employee Stock Ownership Plan covers 117 participants in Ohio, about 15% of the average Ohio filer (state average ~765 per filing). Assets: $19M.

#937
in Agriculture, Forestry & Fishing (1,217 peers)
+33.4%
assets growth YoY

The plan reported a net loss of $27M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Motz Corporation Employee Stock Ownership Plan's outsized position by total assets

The Motz Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$19,004,482 Top 31% higher than 69% 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

The Motz Corporation 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. The Motz Corporation Employee Stock Ownership Plan sits mid-pack in the medium band (117 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Motz Corporation Employee Stock Ownership Plan reported net income fell from $4M in the plan year 2023 filing to -$27M in the plan year 2024 filing.
  • The Motz Corporation Employee Stock Ownership Plan end-of-year assets rose from $14M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • The Motz Corporation Employee Stock Ownership Plan reported participants rose from 106 in the plan year 2023 filing to 117 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 311025223 · The Motz Corporation PY 2024 · ESOP

The Motz Corporation Employee Stock Ownership Plan · $19M · 117 · 69th

  • BOOK $19M
  • BOOK 117
  • BOOK 69th
  • BOOK ESOP
  • BOOK near Builder's Bloc Employee Stock Ownership Plan
  • BOOK ind #937

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 Ohio →

The Motz Corporation Employee Stock Ownership Plan in the asset neighbourhood

Helicopters, Inc. Employee Stock Ownership PlanHelicopters, Inc. Employee S…$19MBuilder's Bloc Employee Stock Ownership PlanBuilder's Bloc Employee Stoc…$19MThe Trust Company of Virginia Employee Stock Ownership PlanThe Trust Company of Virgini…$19MThe Motz Corporation Employee Stock Ownership PlanThe Motz Corporation Employe…$19MMid-America Apartment Communities, Inc. Employees' Stock Ownership PlanMid-America Apartment Commun…$19M
End-of-year total assets ($M) among The Motz Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)-$14M
Net Income-$27M
Employer EIN311025223
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Motz Corporation)

Sponsor-wide plan assets over time

All The Motz Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$31M 69.36788004631008% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $18.2M $30.9M ▲ +69.4%
Year Plans Participants Total Assets
2022 2 186 $18M
2023 2 207 $24M
2024 2 231 $31M

Nearby ESOP Plans in Ohio

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

The Motz Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants The Motz Corporation Employee Stock Ownership Plan, Total assets ($B): 0.019004482 · Participants: 117The Motz Corporation Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.965382968 · Participants: 33639Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 2.007916491 · Participants: 1118The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.695889558 · Participants: 903Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.501664561 · Participants: 4264Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.485460635 · Participants: 415Cleveland Steel Container Corporation Employee Stock Ownership Plan
The Motz Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare The Motz Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

The Motz Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Builder's Bloc Employee Stock Ownership Plan in MO ($19M); by covered participants it is Ohnward Bancshares, Inc. Employee Stock Ownership Plan and Trust in IA (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 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 The Motz Corporation Employee Stock Ownership Plan assets move in 2024? ▼
The Motz Corporation Employee Stock Ownership Plan surged - up 33.4% during 2024, from $14M to $19M. Reported net income was -$27M.
How have The Motz Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Motz Corporation's sponsor-wide assets grew 69.4%, from $18M to $31M.
Which ESOP plans are similar in size to The Motz Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Builder's Bloc Employee Stock Ownership Plan in MO ($19M, 22 participants).
Which ESOP plans cover a similar participant headcount to The Motz Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ohnward Bancshares, Inc. Employee Stock Ownership Plan and Trust in IA (117 participants, $13M 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 311025223.

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.