ESOP · DOL Form 5500 · 2024

Matrix Hg, Inc. ESOP

Data updated 2026-08-25

$344K
Total assets Small plan by assets
72
Participants Small participant base
15th
Percentile by assets National rank
$4,783
Avg per participant Low balance/head
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Official DOL plan name: Matrix Hg, Inc. Employee Stock Ownership Plan · Sponsored by Matrix Hg, Inc. · California · Construction

$344K in assets, 72 participants

Matrix Hg, Inc.'s Matrix Hg, Inc. Employee Stock Ownership Plan reported $344K in total assets and 72 participants in its 2024 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,275 in Construction (9,039 peers)

Matrix Hg, Inc. multi-year trail

Matrix Hg, Inc.'s plans moved -23.5% in assets from 2023 to 2024; this filing shows Matrix Hg, Inc. Employee Stock Ownership Plan at $344K / 72 participants.

#1,275
in Construction (9,039 peers)
-23.5%
assets change YoY

Matrix Hg, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Matrix Hg, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$344,369 15th percentile higher than 15% 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

Matrix Hg, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Matrix Hg, Inc. Employee Stock Ownership Plan is a small filing (72 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Matrix Hg, Inc. Employee Stock Ownership Plan reported net income rose from -$30M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Matrix Hg, Inc. Employee Stock Ownership Plan end-of-year assets fell from $450K in the plan year 2023 filing to $344K in the plan year 2024 filing.
  • Matrix Hg, Inc. Employee Stock Ownership Plan reported participants rose from 64 in the plan year 2023 filing to 72 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 030418444 · Matrix Hg, Inc. PY 2024 · ESOP

Matrix Hg, Inc. Employee Stock Ownership Plan · $344K · 72 · 15th

  • EIN $344K
  • EIN 72
  • EIN 15th
  • EIN ESOP
  • EIN near Vollers Employee Stock Ownership Plan
  • EIN ind #1275

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 California →

Matrix Hg, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Prillaman & Pace, Inc. , Employee Stock Ownership PlanPrillaman & Pace, Inc. , Emp…$346KOne Source Employee Stock Ownership PlanOne Source Employee Stock Ow…$349KMatrix Hg, Inc. Employee Stock Ownership PlanMatrix Hg, Inc. Employee Sto…$344KVollers Employee Stock Ownership PlanVollers Employee Stock Owner…$344KOak Street Manufacturing Employee Stock Ownership PlanOak Street Manufacturing Emp…$340K
End-of-year total assets ($M) among Matrix Hg, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Matrix Hg, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Matrix Hg, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$344K 23.473555555555556% vs 2023
2024 filing year
$0.3M$0.35M$0.4M$0.45M$0.5M 20232024 $0.45M $0.34M ▼ -24.4%
Year Plans Participants Total Assets
2023 1 64 $450K
2024 1 72 $344K

Matrix Hg, Inc. filing trail (2024)

Total Assets (Beginning of Year)$450K
Net Assets (End of Year)-$28M
Net Income$2M
Employer EIN030418444
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Matrix Hg, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Matrix Hg, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000344369 · Participants: 72Matrix Hg, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Matrix Hg, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Matrix Hg, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Vollers Employee Stock Ownership Plan in NJ ($344K); by covered participants it is Cole Lumber Company, Inc. Employee Stock Ownership Plan in KY (72 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (72 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 Matrix Hg, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Matrix Hg, Inc. Employee Stock Ownership Plan declined sharply - down 23.5% during 2024, from $450K to $344K. Reported net income was $2M.
How have Matrix Hg, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Matrix Hg, Inc.'s sponsor-wide assets declined 23.5%, from $450K to $344K.
Where does Matrix Hg, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Matrix Hg, Inc. Employee Stock Ownership Plan ranks in the 15th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Matrix Hg, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Vollers Employee Stock Ownership Plan in NJ ($344K, 99 participants).
Which ESOP plans cover a similar participant headcount to Matrix Hg, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cole Lumber Company, Inc. Employee Stock Ownership Plan in KY (72 participants, $17M 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 030418444.

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.