ESOP · DOL Form 5500 · 2024

Alterman Group, Inc. ESOP

Data updated 2026-08-11

$128M
Total assets: 293
Participants: 92nd
Percentile by assets: $436,127
Avg per participant

Official DOL plan name: Alterman Group, Inc. Employee Stock Ownership Plan · Sponsored by Alterman Group, Inc. · Texas · Construction

$128M in assets, 293 participants

Alterman Group, Inc.'s Alterman Group, Inc. Employee Stock Ownership Plan reported $128M in total assets and 293 participants in its 2024 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.

92nd percentile by assets (of 123,622 plans)
#8,190 in Construction (9,039 peers)

Coverage in Texas

Alterman Group, Inc. Employee Stock Ownership Plan covers 293 participants in Texas, about 43% of the average Texas filer (state average ~688 per filing). Assets: $128M.

$128M
total plan assets (2024 EOY): 293
covered participants: 92nd
percentile by assets (of 123,622 plans): $436,127
avg assets per participant

Alterman Group, Inc. Employee Stock Ownership Plan reported net income fell from $18M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Alterman Group, Inc. Employee Stock Ownership Plan end-of-year assets rose from $115M in the plan year 2023 filing to $128M in the plan year 2024 filing.
Alterman Group, Inc. Employee Stock Ownership Plan reported participants rose from 287 in the plan year 2023 filing to 293 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Texas

Industry

Construction

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Alterman Group, Inc. Employee Stock Ownership Plan reports 293 participants - about 43% of that state average ($128M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)	$115M
Net Assets (End of Year)	$111M
Net Income	$10M
Employer EIN	742316654
Plan Effective Date	1984-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Alterman Group, Inc.)

Total plan assets by year, all Alterman Group, Inc. plans on file

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

Sammons Enterprises, Inc. Employee Stock Ownership Plan $23.9B · 3,284
Highland Homes Employee Stock Ownership Plan $983M · 891
Austin Industries Employee Stock Ownership Plan $527M · 7,703
Lja Engineering, Inc. Employee Stock Ownership Plan $493M · 1,799
Air Tractor Holdings, Inc. Employee Stock Ownership Plan $401M · 350

Compare Alterman Group, Inc. Employee Stock Owne… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Alterman Group, Inc. Employee Stock Ownership Plan by total assets, not by location.

Bl Companies, Inc. Employee Stock Ownership Plan (CT) $128M · 309
West Coast C & C Management, Inc. ESOP (CA) $128M · 1,503
Big Sandy Furniture, Inc. Employee Stock Ownership Plan (OH) $128M · 423
Onecompass Holdings Employee Stock Ownership Plan (OH) $128M · 295

Frequently Asked Questions

How did Alterman Group, Inc. Employee Stock Ownership Plan assets move in 2024? ▼

Alterman Group, Inc. Employee Stock Ownership Plan grew at a solid clip - up 11.3% during 2024, from $115M to $128M. Reported net income was $10M.

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 123,622 plans that reported assets for plan year 2024 (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 Bl Companies, Inc. Employee Stock Ownership Plan in CT ($128M, 309 participants).

Next read for Alterman Group, Inc. Employee Stock Owne…

Filing takeaways

Ways to act on Alterman Group, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Alterman Group, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Texas. Compare plans
Alterman Group, Inc.'s sponsor-wide assets have grown 35.3% since 2022 across 3 plan years on file. More Construction plans

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 742316654.