ESOP · DOL Form 5500 · 2022

Monterrey Tile Az, LLC ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
66
Participants Small participant base
40th
Percentile by assets National rank
$43,486
Avg per participant Low balance/head
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Official DOL plan name: Monterrey Tile Az Employee Stock Ownership Plan · Sponsored by Monterrey Tile Az, LLC · Arizona · Retail Trade

$3M in assets, 66 participants

Monterrey Tile Az, LLC's Monterrey Tile Az Employee Stock Ownership Plan reported $3M in total assets and 66 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #4,672 in Retail Trade (9,519 peers)

Monterrey Tile Az, LLC multi-year trail

Monterrey Tile Az, LLC's plans moved -19.9% in assets from 2022 to 2024; this filing shows Monterrey Tile Az Employee Stock Ownership Plan at $3M / 66 participants.

#4,672
in Retail Trade (9,519 peers)
-20.3%
assets change YoY

The plan reported a net loss of $623K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Monterrey Tile Az Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

Monterrey Tile Az Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,870,100 40th percentile higher than 40% of 139,123 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 2022

Monterrey Tile Az Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monterrey Tile Az Employee Stock Ownership Plan is a small filing (66 participants) on this national headcount ladder.

DOL schedule card

Filing strip 822439868 · Monterrey Tile Az, LLC PY 2022 · ESOP

Monterrey Tile Az Employee Stock Ownership Plan · $3M · 66 · 40th

  • BOY $3M
  • BOY 66
  • BOY 40th
  • BOY ESOP
  • BOY near Milk Industry Management Corporation Employee Stock Ownership Plan
  • BOY ind #4672

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 Arizona →

Monterrey Tile Az Employee Stock Ownership Plan in the asset neighbourhood

Monterrey Tile Az Employee Stock Ownership PlanMonterrey Tile Az Employee S…$3MMilk Industry Management Corporation Employee Stock Ownership PlanMilk Industry Management Cor…$3MBack Construction Employee Stock Ownership PlanBack Construction Employee S…$3MApplewood Seed Company Employee Stock Ownership PlanApplewood Seed Company Emplo…$3MTorrey Pines Landscape Co,Inc.Employee Stock Ownership PlanTorrey Pines Landscape Co,In…$3M
End-of-year total assets ($M) among Monterrey Tile Az Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Monterrey Tile Az, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Monterrey Tile Az, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 19.859935193895684% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.87M $2.3M ▼ -19.9%
Year Plans Participants Total Assets
2022 1 66 $3M
2023 1 67 $3M
2024 1 76 $2M

Monterrey Tile Az, LLC filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$2M
Net Income-$623K
Employer EIN822439868
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Arizona

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

Monterrey Tile Az Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -2000200400600800 Total assets ($M) Participants Monterrey Tile Az Employee Stock Ownership Plan, Total assets ($M): 2.8701 · Participants: 66Monterrey Tile Az Employee Stock Ownership PlanThe Sundt Companies Employee Stock Ownership Plan, Total assets ($M): 653.823941 · Participants: 1879The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($M): 498.168071 · Participants: 18179U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($M): 309.035135 · Participants: 235Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($M): 190.288581 · Participants: 1362Pima Medical Institute Employee Stock Ownership PlanRvr Employee Stock Ownership Plan, Total assets ($M): 144.534583 · Participants: 139Rvr Employee Stock Ownership Plan
Monterrey Tile Az Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Monterrey Tile Az Employee Stock Ownership Plan side-by-side with 3 peers →

Monterrey Tile Az Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Arizona, the nearest ESOP by assets is Milk Industry Management Corporation Employee Stock Ownership Plan in NJ ($3M); by covered participants it is Salem Fabrication Technologies Group, Inc. Employee Stock Ownership Plan in NC (66 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Monterrey Tile Az Employee Stock Ownership Plan assets move in 2022? ▼
Monterrey Tile Az Employee Stock Ownership Plan declined sharply - down 20.3% during 2022, from $4M to $3M. Reported net income was -$623K.
How have Monterrey Tile Az, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monterrey Tile Az, LLC's sponsor-wide assets declined 19.9%, from $3M to $2M.
Which ESOP plans are similar in size to Monterrey Tile Az Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Milk Industry Management Corporation Employee Stock Ownership Plan in NJ ($3M, 34 participants).
Which ESOP plans cover a similar participant headcount to Monterrey Tile Az Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Salem Fabrication Technologies Group, Inc. Employee Stock Ownership Plan in NC (66 participants, $20M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 822439868.

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.