ESOP · DOL Form 5500 · 2024
Mza Associates Corporation ESOP
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 70
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $52,383
- Avg per participant Low balance/head
Official DOL plan name: Mza Associates Corporation Employee Stock Ownership Plan · Sponsored by Mza Associates Corporation · New Mexico · Professional & Technical Services
$4M in assets, 70 participants
Mza Associates Corporation's Mza Associates Corporation Employee Stock Ownership Plan reported $4M in total assets and 70 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.
- #6,822 in Professional & Technical Services (20,173 peers)
What the 2024 filing shows
Mza Associates Corporation Employee Stock Ownership Plan holds $4M for 70 participants - about $52,383 per participant, in the lower half of filed plans by assets.
- #6,822
- in Professional & Technical Services (20,173 peers)
- -7.0%
- assets change YoY
The plan reported a net loss of $313K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mza Associates Corporation Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers
Mza Associates Corporation Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,666,791 37th percentile higher than 37% 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
Mza Associates Corporation 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. Mza Associates Corporation Employee Stock Ownership Plan is a small filing (70 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mza Associates Corporation Employee Stock Ownership Plan reported net income fell from -$110K in the plan year 2023 filing to -$313K in the plan year 2024 filing.
- Mza Associates Corporation Employee Stock Ownership Plan reported participants fell from 76 in the plan year 2023 filing to 70 in the plan year 2024 filing.
- Mza Associates Corporation Employee Stock Ownership Plan end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 850400557 · Mza Associates Corporation PY 2024 · ESOP
Mza Associates Corporation Employee Stock Ownership Plan · $4M · 70 · 37th
- PHOTO $4M
- IND 70
- EOY 37th
- 5500 ESOP
- ASSETS near Alliance Foods Inc Employee Stock Ownership Plan
- PCT ind #6822
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 Mexico →
Mza Associates Corporation Employee Stock Ownership Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$313K |
| Employer EIN | 850400557 |
| Plan Effective Date | 2011-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mza Associates Corporation)
Sponsor-wide plan assets over time
All Mza Associates Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 9.493370943321898% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 83 | $4M |
| 2023 | 1 | 76 | $4M |
| 2024 | 1 | 70 | $4M |
Nearby ESOP Plans in New Mexico
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Employee Stock Ownership Plan of Applied Research Associates, Inc. $611M · 2,198
- Ppic Employee Stock Ownership Plan $49M · 111
- Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan $28M · 18
- Citizens Bank Employee Stock Ownership and Retirement Savings Plan $24M · 90
- Jack B. Henderson Construction Company, Inc. Employee Stock Ownership Plan $22M · 118
Mza Associates Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside New Mexico, the nearest ESOP by assets is Alliance Foods Inc Employee Stock Ownership Plan in MO ($4M); by covered participants it is Delta Pipeline Inc. Employee Stock Ownership Plan in CA (70 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (70 participants); asset peers above are excluded.
- Delta Pipeline Inc. Employee Stock Ownership Plan (CA) 70 · 0 off
- Bravo Company Employee Stock Ownership Plan (WI) 70 · 0 off
- Admix, Inc. Employee Stock Ownership Plan (NH) 70 · 0 off
- Hose & Rubber Supply, Inc. ESOP (UT) 70 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.