ESOP · DOL Form 5500 · 2024
Mathematica Group Holding Inc. ESOP
Data updated 2026-08-25
- $281M
- Total assets Near avg plan size
- 1,740
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $161,227
- Avg per participant Above avg balance/head
Official DOL plan name: Mathematica Group Holding Inc. Employee Stock Ownership Plan · Sponsored by Mathematica Group Holding Inc. · New Jersey · Professional & Technical Services
$281M in assets, 1,740 participants
Mathematica Group Holding Inc.'s Mathematica Group Holding Inc. Employee Stock Ownership Plan reported $281M in total assets and 1,740 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #19,485 in Professional & Technical Services (20,173 peers)
Coverage in New Jersey
Mathematica Group Holding Inc. Employee Stock Ownership Plan covers 1,740 participants in New Jersey, 2.1x the typical New Jersey plan (state average ~844 per filing). Assets: $281M.
- #19,485
- in Professional & Technical Services (20,173 peers)
- -9.2%
- assets change YoY
- 2.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $29M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mathematica Group Holding Inc. Employee Stock Ownership Plan's outsized position by total assets
Mathematica Group Holding Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$280,534,757 Top 4% higher than 96% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Mathematica Group Holding Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mathematica Group Holding Inc. Employee Stock Ownership Plan lands in the large band (1,740 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mathematica Group Holding Inc. Employee Stock Ownership Plan reported net income fell from $6M in the plan year 2023 filing to -$29M in the plan year 2024 filing.
- Mathematica Group Holding Inc. Employee Stock Ownership Plan reported participants rose from 1,571 in the plan year 2023 filing to 1,740 in the plan year 2024 filing.
- Mathematica Group Holding Inc. Employee Stock Ownership Plan end-of-year assets fell from $309M in the plan year 2023 filing to $281M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 222675420 · Mathematica Group Holding Inc. PY 2024 · ESOP
Mathematica Group Holding Inc. Employee Stock Ownership Plan · $281M · 1,740 · 96th
- ASSETS $281M
- ASSETS 1,740
- ASSETS 96th
- ASSETS ESOP
- ASSETS near Aubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan
- ASSETS ind #19485
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 New Jersey →
Mathematica Group Holding Inc. Employee Stock Ownership Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $309M |
|---|---|
| Net Assets (End of Year) | $281M |
| Net Income | -$29M |
| Employer EIN | 222675420 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mathematica Group Holding Inc.)
Sponsor-wide plan assets over time
All Mathematica Group Holding Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $758M 16.343949814606916% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,878 | $652M |
| 2023 | 2 | 3,257 | $734M |
| 2024 | 2 | 3,525 | $758M |
Nearby ESOP Plans in New Jersey
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Okonite Company Employees Stock Ownership Plan $446M · 1,176
- Conair LLC Savings and Investment Plan $303M · 1,275
- Amboy Bancorporation Employee Stock Ownership Plan $105M · 199
- Railroad Construction Company, Inc. Employee Stock Ownership Plan $88M · 144
- Columbia Bank Employee Stock Ownership Plan $69M · 715
Mathematica Group Holding Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside New Jersey, the nearest ESOP by assets is Aubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan in GA ($281M); by covered participants it is Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan in GA (1,745 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($281M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,740 participants); asset peers above are excluded.
- Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan (GA) 1,745 · 5 off
- American Systems Corporation Employee Stock Ownership Plan (VA) 1,759 · 19 off
- Bridges Health Employee Stock Ownership Plan (OK) 1,717 · 23 off
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan (NY) 1,716 · 24 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.