ESOP · DOL Form 5500 · 2022

Machine Tool Research, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
41
Participants Small participant base
44th
Percentile by assets National rank
$88,537
Avg per participant Below avg balance/head
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Official DOL plan name: Machine Tool Research, Inc. Employee Stock Ownership Plan · Sponsored by Machine Tool Research, Inc. · New York · Manufacturing

$4M in assets, 41 participants

Machine Tool Research, Inc.'s Machine Tool Research, Inc. Employee Stock Ownership Plan reported $4M in total assets and 41 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #5,623 in Manufacturing (20,602 peers)

Machine Tool Research, Inc. multi-year trail

Machine Tool Research, Inc.'s plans moved +39.8% in assets from 2022 to 2024; this filing shows Machine Tool Research, Inc. Employee Stock Ownership Plan at $4M / 41 participants.

#5,623
in Manufacturing (20,602 peers)
+29.4%
assets growth YoY

Machine Tool Research, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Machine Tool Research, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,630,000 44th percentile higher than 44% 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

Machine Tool Research, Inc. 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. Machine Tool Research, Inc. Employee Stock Ownership Plan is a small filing (41 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 161225458 · Machine Tool Research, Inc. PY 2022 · ESOP

Machine Tool Research, Inc. Employee Stock Ownership Plan · $4M · 41 · 44th

  • SCH $4M
  • EBSA 41
  • PART 44th
  • TYPE ESOP
  • NET near Madison County Bank Employee Stock Ownership Plan
  • BOOK ind #5623

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 York →

Machine Tool Research, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Belden Employee Stock Ownership PlanBelden Employee Stock Owners…$4MF & M Bank Corp. Stock Bonus PlanF & M Bank Corp. Stock Bonus…$4MMachine Tool Research, Inc. Employee Stock Ownership PlanMachine Tool Research, Inc. …$4MMadison County Bank Employee Stock Ownership PlanMadison County Bank Employee…$4MC.W. Holding Company, Inc. Employee Stock Ownership PlanC.W. Holding Company, Inc. E…$4M
End-of-year total assets ($M) among Machine Tool Research, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Machine Tool Research, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Machine Tool Research, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 39.78690973938942% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.1M $18.3M ▲ +39.8%
Year Plans Participants Total Assets
2022 2 80 $13M
2023 2 92 $15M
2024 2 114 $18M

Machine Tool Research, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$843K
Employer EIN161225458
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

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

Machine Tool Research, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Machine Tool Research, Inc. Employee Stock Ownership Plan, Total assets ($M): 3.63 · Participants: 41Machine Tool Research, Inc. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 781.613108 · Participants: 3443Stewart's Shops Corp Employee Stock Ownership PlanLewis Tree Service Employee Stock Ownership Plan, Total assets ($M): 384.275596 · Participants: 3307Lewis Tree Service Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 293.053093 · Participants: 118H.C. Wainwright & Co. Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 207.331837 · Participants: 1611Greenman-Pedersen, Inc. Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 183.683651 · Participants: 3775Griffon Corporation Employee Stock Ownership Plan
Machine Tool Research, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Machine Tool Research, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Machine Tool Research, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Madison County Bank Employee Stock Ownership Plan in NE ($4M); by covered participants it is Appleton Marine, Inc. Employee Stock Ownership Plan and Trust in WI (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 participants); asset peers above are excluded.

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 Machine Tool Research, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Machine Tool Research, Inc. Employee Stock Ownership Plan grew sharply - up 29.4% during 2022, from $3M to $4M. Reported net income was $843K.
How have Machine Tool Research, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Machine Tool Research, Inc.'s sponsor-wide assets grew 39.8%, from $13M to $18M.
Which ESOP plans are similar in size to Machine Tool Research, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Madison County Bank Employee Stock Ownership Plan in NE ($4M, 58 participants).
Which ESOP plans cover a similar participant headcount to Machine Tool Research, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Appleton Marine, Inc. Employee Stock Ownership Plan and Trust in WI (41 participants, $18M 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 161225458.

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.