ESOP · DOL Form 5500 · 2024
Mate Inc ESOP
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $482,445
- Avg per participant High balance/head
Official DOL plan name: Mate Inc Stock Bonus Plan & Trust with ESOP Provisions · Sponsored by Mate Inc · Texas · Manufacturing
$3M in assets, 7 participants
Mate Inc's Mate Inc Stock Bonus Plan & Trust with ESOP Provisions reported $3M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.
- #3,371 in Manufacturing (17,777 peers)
Mate Inc multi-year trail
Mate Inc's plans moved +100.6% in assets from 2022 to 2024; this filing shows Mate Inc Stock Bonus Plan & Trust with ESOP Provisions at $3M / 7 participants.
- #3,371
- in Manufacturing (17,777 peers)
- +6.4%
- assets growth YoY
Mate Inc Stock Bonus Plan & Trust with ESOP Provisions's mid-pack asset rank among Manufacturing and all filers
Mate Inc Stock Bonus Plan & Trust with ESOP Provisions vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,377,115 36th percentile higher than 36% 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
Mate Inc Stock Bonus Plan & Trust with ESOP Provisions among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mate Inc Stock Bonus Plan & Trust with ESOP Provisions is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mate Inc Stock Bonus Plan & Trust with ESOP Provisions reported net income rose from -$210K in the plan year 2023 filing to $204K in the plan year 2024 filing.
- Mate Inc Stock Bonus Plan & Trust with ESOP Provisions reported participants fell from 8 in the plan year 2023 filing to 7 in the plan year 2024 filing.
- Mate Inc Stock Bonus Plan & Trust with ESOP Provisions end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
DOL schedule card
Filing strip 741841397 · Mate Inc PY 2024 · ESOP
Mate Inc Stock Bonus Plan & Trust with ESOP Provisions · $3M · 7 · 36th
- BOY $3M
- SCH 7
- EBSA 36th
- PART ESOP
- TYPE near Gemco, Inc. Employee Stock Ownership Plan
- NET ind #3371
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 →
Mate Inc Stock Bonus Plan & Trust with ESOP Provisions in the asset neighbourhood
Mate Inc multi-year asset trail
Sponsor-wide plan assets over time
All Mate Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 100.64117627411319% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $3M |
| 2023 | 1 | 8 | $3M |
| 2024 | 2 | 19 | $7M |
Mate Inc filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $204K |
| Employer EIN | 741841397 |
| Plan Effective Date | 1978-11-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Texas
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Sammons Enterprises, Inc. Employee Stock Ownership Plan $23.9B · 3,284
- Highland Homes Employee Stock Ownership Plan $983M · 891
- Austin Industries Employee Stock Ownership Plan $527M · 7,703
- Lja Engineering, Inc. Employee Stock Ownership Plan $493M · 1,799
- Air Tractor Holdings, Inc. Employee Stock Ownership Plan $401M · 350
Mate Inc Stock Bonus Plan & Trust with ESOP Provisions's out-of-state ESOP peers by assets and headcount
Outside Texas, the nearest ESOP by assets is Gemco, Inc. Employee Stock Ownership Plan in IL ($3M); by covered participants it is P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan in VA (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Gemco, Inc. Employee Stock Ownership Plan (IL) $3M · 42
- The Krofam, Inc. and Subsidiaries Employee Stock Ownership Plan and Trust (SD) $3M · N/A
- Plexus Scientific Corporation Employee Stock Ownership Plan (VA) $3M · 74
- C & J Well Drilling Company Employee Stock Ownership Plan and Trust Agreement (IN) $3M · 66
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
- P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan (VA) 7 · 0 off
- Haviland Bancshares, Inc. Employee Stock Ownership Plan and Trust (KS) 7 · 0 off
- Versailles Savings and Loan Company Employee Stock Ownership Plan (OH) 7 · 0 off
- Scientific Engineering Inc Employees Stock Ownership Plan (KS) 7 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.