ESOP · DOL Form 5500 · 2024

Matrix Design Group, Inc. ESOP

Data updated 2026-08-25

$22M
Total assets Small plan by assets
219
Participants Below avg headcount
72nd
Percentile by assets National rank
$99,158
Avg per participant Below avg balance/head
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Official DOL plan name: Matrix Design Group, Inc. Employee Stock Ownership Plan · Sponsored by Matrix Design Group, Inc. · Colorado · Professional & Technical Services

$22M in assets, 219 participants

Matrix Design Group, Inc.'s Matrix Design Group, Inc. Employee Stock Ownership Plan reported $22M in total assets and 219 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,376 in Professional & Technical Services (20,173 peers)

Matrix Design Group, Inc. multi-year trail

Matrix Design Group, Inc.'s plans moved +35.5% in assets from 2022 to 2024; this filing shows Matrix Design Group, Inc. Employee Stock Ownership Plan at $22M / 219 participants.

#14,376
in Professional & Technical Services (20,173 peers)
+12.3%
assets growth YoY

Matrix Design Group, Inc. Employee Stock Ownership Plan's outsized position by total assets

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

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

$21,715,570 Top 28% higher than 72% 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 Design Group, 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. Matrix Design Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (219 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Matrix Design Group, Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Matrix Design Group, Inc. Employee Stock Ownership Plan reported participants rose from 175 in the plan year 2023 filing to 219 in the plan year 2024 filing.
  • Matrix Design Group, Inc. Employee Stock Ownership Plan end-of-year assets rose from $19M in the plan year 2023 filing to $22M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 841515767 · Matrix Design Group, Inc. PY 2024 · ESOP

Matrix Design Group, Inc. Employee Stock Ownership Plan · $22M · 219 · 72nd

  • BOY $22M
  • BOY 219
  • BOY 72nd
  • BOY ESOP
  • BOY near Builtwell Bancorp, Inc. Employee Stock Ownership Plan
  • BOY ind #14376

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 Colorado →

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

Matrix Design Group, Inc. Employee Stock Ownership PlanMatrix Design Group, Inc. Em…$22MBuiltwell Bancorp, Inc. Employee Stock Ownership PlanBuiltwell Bancorp, Inc. Empl…$22MHighlight Technologies, Inc. Employee Stock Ownership Plan and TrustHighlight Technologies, Inc.…$22MArchitectural Nexus, Inc. Employee Stock Ownership Plan and TrustArchitectural Nexus, Inc. Em…$22MBrazos Paving, Inc. Employee Stock Ownership PlanBrazos Paving, Inc. Employee…$22M
End-of-year total assets ($M) among Matrix Design Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Matrix Design Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Matrix Design Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 35.52974591549258% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.6M $38.7M ▲ +35.5%
Year Plans Participants Total Assets
2022 2 299 $29M
2023 2 356 $33M
2024 2 439 $39M

Matrix Design Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN841515767
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Colorado

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

Matrix Design Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. 050010001500 -2000200400600800 Total assets ($M) Participants Matrix Design Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 21.71557 · Participants: 219Matrix Design Group, Inc. Employee Stock Ownership PlanAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 624.906178 · Participants: 597Alpine Lumber Company Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 341.079585 · Participants: 1027Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 284.259 · Participants: 1205Envision Management Holding, Inc. Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 160.44316 · Participants: 233Brown Strauss, Inc. Employee Stock Ownership PlanHercules Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 107.554924 · Participants: 463Hercules Industries, Inc. Employee Stock Ownership Plan
Matrix Design Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Matrix Design Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest ESOP by assets is Builtwell Bancorp, Inc. Employee Stock Ownership Plan in TN ($22M); by covered participants it is L/B Water Service, Inc. Employee Stock Ownership Plan in PA (219 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (219 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 Design Group, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Matrix Design Group, Inc. Employee Stock Ownership Plan grew at a solid clip - up 12.3% during 2024, from $19M to $22M. Reported net income was $2M.
How have Matrix Design Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Matrix Design Group, Inc.'s sponsor-wide assets grew 35.5%, from $29M to $39M.
Which ESOP plans are similar in size to Matrix Design Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Builtwell Bancorp, Inc. Employee Stock Ownership Plan in TN ($22M, 292 participants).
Which ESOP plans cover a similar participant headcount to Matrix Design Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is L/B Water Service, Inc. Employee Stock Ownership Plan in PA (219 participants, $224M 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 841515767.

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.