Other
2022 plan-year Other DOL Form 5500

Metcut Employee Stock Ownership Trust

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Metcut Research Associates Inc ยท Ohio ยท Other Services

What the 2023 filing shows

Metcut Employee Stock Ownership Trust holds $26M for 138 participants - about $187,589 per participant, down 9.2% over the 2022 plan year.

$26M
total plan assets (2022 EOY)
138
covered participants
$187,589
avg assets per participant
-9.2%
assets change YoY

The plan reported a net loss of $4M for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$26M
Participants
138
State
Industry
Other Services

What the Filing Says About Metcut Employee Stock Ownership Trust

Metcut Employee Stock Ownership Trust is a Other retirement plan sponsored by Metcut Research Associates Inc, headquartered in Ohio. As of the 2022 Form 5500 filing, the plan reports $26M in total end-of-year assets and covers 138 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 310599320, and the plan has been effective since 1976-01-31. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $29M at the beginning of 2022 to $26M at year-end โ€” a decline of 9.2%. Net assets (after liabilities) closed the year at $22M, with reported net income of $-4,440,471 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$29M
Total Assets (End of Year)$26M
Net Assets (End of Year)$22M
Net Income$-4,440,471
Plan TypeOther
Employer EIN310599320
Plan Effective Date1976-01-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Metcut Research Associates Inc)

Year Plans Participants Total Assets
2022 2 280 $43M
2023 2 276 $48M
2024 2 294 $52M

Nearby Other Plans in Ohio

Peer Other plans โ€” same state, same plan type โ€” ranked by total assets.

Frequently Asked Questions

How much money is in the Metcut Employee Stock Ownership Trust?
As of the 2022 Form 5500 filing, Metcut Employee Stock Ownership Trust holds $26M in total assets with 138 participants. It is sponsored by Metcut Research Associates Inc.
What type of plan is Metcut Employee Stock Ownership Trust?
Metcut Employee Stock Ownership Trust is a Other plan. It has been effective since 1976-01-31. The plan is filed with the U.S. Department of Labor under EIN 310599320.
Who sponsors the Metcut Employee Stock Ownership Trust?
Metcut Employee Stock Ownership Trust is sponsored by Metcut Research Associates Inc, located in Ohio. The sponsor's EIN is 310599320 and the plan operates in the Other Services industry.
How did Metcut Employee Stock Ownership Trust perform in 2022?
Metcut Employee Stock Ownership Trust declined by 9.2% during 2022, moving from $29M to $26M in total assets. Net income was $-4,440,471.
Where can I find official filings for Metcut Employee Stock Ownership Trust?
Official Form 5500 filings for Metcut Employee Stock Ownership Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 310599320 or plan name at efast.dol.gov.
How does Metcut Employee Stock Ownership Trust compare to other plans?
You can compare Metcut Employee Stock Ownership Trust against other Other plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 310599320.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.