ESOP · DOL Form 5500 · 2024

Mathtech Holding Corp ESOP

Data updated 2026-08-25

$20M
Total assets Small plan by assets
49
Participants Small participant base
71st
Percentile by assets National rank
$417,730
Avg per participant High balance/head
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Official DOL plan name: Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan · Sponsored by Mathtech Holding Corp · Virginia · Professional & Technical Services

$20M in assets, 49 participants

Mathtech Holding Corp's Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan reported $20M in total assets and 49 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,124 in Professional & Technical Services (20,173 peers)

Mathtech Holding Corp multi-year trail

Mathtech Holding Corp's plans moved +14.5% in assets from 2022 to 2024; this filing shows Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan at $20M / 49 participants.

#14,124
in Professional & Technical Services (20,173 peers)
+8.0%
assets growth YoY

Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan's outsized position by total assets

Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan vs every filed plan by assets

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

$20,468,787 Top 29% higher than 71% 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

Mathtech Holding Corp. & Affiliates 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. Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan is a small filing (49 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan end-of-year assets rose from $19M in the plan year 2023 filing to $20M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 222675418 · Mathtech Holding Corp PY 2024 · ESOP

Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan · $20M · 49 · 71st

  • EIN $20M
  • EIN 49
  • EIN 71st
  • EIN ESOP
  • EIN near Hilty's Employee Stock Ownership Plan
  • EIN ind #14124

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 Virginia →

Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan in the asset neighbourhood

Food Authority Employee Stock Ownership PlanFood Authority Employee Stoc…$21MMathtech Holding Corp. & Affiliates Employee Stock Ownership PlanMathtech Holding Corp. & Aff…$20MHilty's Employee Stock Ownership PlanHilty's Employee Stock Owner…$20M488 Performance Group, Inc. Employee Stock Ownership Plan488 Performance Group, Inc. …$20MValhalla Holdings, Inc. Employee Stock Ownership Plan and TrustValhalla Holdings, Inc. Empl…$20M
End-of-year total assets ($M) among Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Mathtech Holding Corp multi-year asset trail

Sponsor-wide plan assets over time

All Mathtech Holding Corp plans reported in each filing year

Latest sponsor-wide plan assets
$20M 14.510920720683929% vs 2022
2024 filing year
$17M$18M$19M$20M$21M 202220232024 $17.9M $20.5M ▲ +14.5%
Year Plans Participants Total Assets
2022 1 49 $18M
2023 1 49 $19M
2024 1 49 $20M

Mathtech Holding Corp filing trail (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN222675418
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Virginia

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

Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.020468787 · Participants: 49Mathtech Holding Corp. & Affiliates Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.333135639 · Participants: 6515Nvr, Inc. Employee Stock Ownership PlanDelta Star Employee Stock Ownership Plan, Total assets ($B): 0.446814442 · Participants: 222Delta Star Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.407104271 · Participants: 1962Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.385752212 · Participants: 1811The Resorts Companies, Inc. Employee Stock Ownership PlanNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.380000537 · Participants: 458New River Electrical Corporation Employee Stock Ownership Plan
Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan side-by-side with 3 peers →

Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Hilty's Employee Stock Ownership Plan in AZ ($20M); by covered participants it is X-Cel Tooling, Inc. Employee Stock Ownership Plan in WI (49 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (49 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 Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan assets move in 2024? ▼
Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan grew at a solid clip - up 8.0% during 2024, from $19M to $20M. Reported net income was $2M.
How have Mathtech Holding Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mathtech Holding Corp's sponsor-wide assets grew 14.5%, from $18M to $20M.
Which ESOP plans are similar in size to Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hilty's Employee Stock Ownership Plan in AZ ($20M, 280 participants).
Which ESOP plans cover a similar participant headcount to Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is X-Cel Tooling, Inc. Employee Stock Ownership Plan in WI (49 participants, $23M 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 222675418.

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.