Plan Ledger DOL Form 5500 · updated monthly

The Motz CorporationESOP

THE MOTZ CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN · CINCINNATI, OH · plan year 2023

Reported admin expense ratio · 2023
0.01%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

The Motz Corporation reported $950 in plan administrative expenses for 2023: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,315 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in Ohio (1,735th of 3,295), and the 378th of 945 in agriculture, forestry & fishing.

Plan summary
Net assets, end of year$13,057,129
Participants with balances130
Active participants108
Employer contributions$250,000
Employee contributions—
Employer contribution per active participant$2,315
Average account balance$100,439
Benefits paid to participants$21,029
Plan auditUnmodified (clean) audit opinion
AuditorBARNES DENNING & CO. LTD.
Plan history2
Yearassets · accounts · employer contribution
2024$-14.1M · 139 accts · $569K emplr
2023$13.1M · 130 accts · $250K emplr
Administrative expenses, itemized · 2023
Trustee / custodial$950
Total administrative$950
Employer contributions to the The Motz Corporation plan · 2023
Employer contribution per active participant$2,315
Median for plans this size$2,440
2024$4,949 per active participant
2023$2,315 per active participant

The Motz Corporation's 2023 employer contribution ran below the $2,440 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2024Not separately reported
2023$950 · 0.01%
Same employer
Similar plansAgriculture, Forestry & Fishing · Ohio
Koenig Equipment, Inc. OH$20.3M · 0.46%
Coba/Select Sires, Inc. OH$18.6M · 0.13%
Willoway Nurseries, Inc. OH$16.5M · 0.43%
United Producers, Inc. OH$14.7M · 0.19%
Luckey Farmers, Inc. OH$10.4M · 0.64%
Wiers Farm, Inc. OH$7.2M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311025223 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.