ESOP · DOL Form 5500 · 2024

Materials Transportation Company ESOP

Data updated 2026-08-25

$24M
Total assets Small plan by assets
120
Participants Small participant base
74th
Percentile by assets National rank
$201,813
Avg per participant Above avg balance/head
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Official DOL plan name: Materials Transportation Company Employee Stock Ownership Plan · Sponsored by Materials Transportation Company · Texas · Transportation & Warehousing

$24M in assets, 120 participants

Materials Transportation Company's Materials Transportation Company Employee Stock Ownership Plan reported $24M in total assets and 120 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #2,430 in Transportation & Warehousing (3,299 peers)

Coverage in Texas

Materials Transportation Company Employee Stock Ownership Plan covers 120 participants in Texas, about 17% of the average Texas filer (state average ~688 per filing). Assets: $24M.

#2,430
in Transportation & Warehousing (3,299 peers)
+21.6%
assets growth YoY

Materials Transportation Company Employee Stock Ownership Plan's outsized position by total assets

Materials Transportation Company Employee Stock Ownership Plan vs every filed plan by assets

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

$24,217,614 Top 26% higher than 74% 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

Materials Transportation Company 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. Materials Transportation Company Employee Stock Ownership Plan sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Materials Transportation Company Employee Stock Ownership Plan reported net income rose from $996K in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Materials Transportation Company Employee Stock Ownership Plan end-of-year assets rose from $20M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Materials Transportation Company Employee Stock Ownership Plan reported participants fell from 125 in the plan year 2023 filing to 120 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 741310809 · Materials Transportation Company PY 2024 · ESOP

Materials Transportation Company Employee Stock Ownership Plan · $24M · 120 · 74th

  • EOY $24M
  • 5500 120
  • ASSETS 74th
  • PCT ESOP
  • EIN near Insource Software Solutions, Inc. Employee Stock Ownership Plan
  • RANK ind #2430

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 Texas →

Materials Transportation Company Employee Stock Ownership Plan in the asset neighbourhood

Home Bancorp, Inc. Employee Stock Ownership PlanHome Bancorp, Inc. Employee …$24MMolded Fiber Glass Companies Employees Stock Ownership PlanMolded Fiber Glass Companies…$24MMaterials Transportation Company Employee Stock Ownership PlanMaterials Transportation Com…$24MInsource Software Solutions, Inc. Employee Stock Ownership PlanInsource Software Solutions,…$24MRice Services, Inc. Employee Stock Ownership PlanRice Services, Inc. Employee…$24M
End-of-year total assets ($M) among Materials Transportation Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN741310809
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Materials Transportation Company)

Sponsor-wide plan assets over time

All Materials Transportation Company plans reported in each filing year

Latest sponsor-wide plan assets
$31M 29.57479667883376% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.6M $30.6M ▲ +29.6%
Year Plans Participants Total Assets
2022 2 242 $24M
2023 2 264 $25M
2024 2 250 $31M

Nearby ESOP Plans in Texas

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

Materials Transportation Company Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Materials Transportation Company Employee Stock Ownership Plan, Total assets ($B): 0.024217614 · Participants: 120Materials Transportation Company Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
Materials Transportation Company Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Materials Transportation Company Employee Stock Ownership Plan side-by-side with 3 peers →

Materials Transportation Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Insource Software Solutions, Inc. Employee Stock Ownership Plan in VA ($24M); by covered participants it is Tates Rents, Inc. Employee Stock Ownership Plan and Trust in ID (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Materials Transportation Company Employee Stock Ownership Plan assets move in 2024? ▼
Materials Transportation Company Employee Stock Ownership Plan grew sharply - up 21.6% during 2024, from $20M to $24M. Reported net income was $4M.
How have Materials Transportation Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Materials Transportation Company's sponsor-wide assets grew 29.6%, from $24M to $31M.
Which ESOP plans are similar in size to Materials Transportation Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Insource Software Solutions, Inc. Employee Stock Ownership Plan in VA ($24M, 71 participants).
Which ESOP plans cover a similar participant headcount to Materials Transportation Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Tates Rents, Inc. Employee Stock Ownership Plan and Trust in ID (120 participants, $25M 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 741310809.

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.