Profit Sharing · DOL Form 5500 · 2022

Thomas C Montera Inc Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
3
Participants Small participant base
44th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Thomas C Montera Inc Profit Sharing Plan and Trust · Sponsored by Thomas C Montera Inc · New York · Other Services

$4M in assets, 3 participants

Thomas C Montera Inc's Thomas C Montera Inc Profit Sharing Plan and Trust reported $4M in total assets and 3 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.

  • #5,482 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Thomas C Montera Inc Profit Sharing Plan and Trust ranks #5,482 of 8,398 2022 filers by assets (543% of the sector average)-$4M for 3 participants.

#5,482
in Other Services (8,398 peers)
+10.2%
assets growth YoY

Thomas C Montera Inc Profit Sharing Plan and Trust's mid-pack asset rank among Other Services and all filers

Thomas C Montera Inc Profit Sharing Plan and Trust vs every filed plan by assets

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

$3,698,321 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

Thomas C Montera Inc Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Thomas C Montera Inc Profit Sharing Plan and Trust is a micro filing (3 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 131843128 · Thomas C Montera Inc PY 2022 · Profit Sharing

Thomas C Montera Inc Profit Sharing Plan and Trust · $4M · 3 · 44th

  • VS-ST $4M
  • BOY 3
  • SCH 44th
  • EBSA Profit Sharing
  • PART near Sm Restaurants, Inc. Profit Sharing Plan
  • TYPE ind #5482

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 Other Services retirement plans → · Plans in New York →

Thomas C Montera Inc Profit Sharing Plan and Trust in the asset neighbourhood

Thomas C Montera Inc Profit Sharing Plan and TrustThomas C Montera Inc Profit …$4MSm Restaurants, Inc. Profit Sharing PlanSm Restaurants, Inc. Profit …$4MMaxwell & Morgan, P.C. 401(k) PlanMaxwell & Morgan, P.C. 401(k…$4MLawrenceburg Federal Profit Sharing PlanLawrenceburg Federal Profit …$4MCommunity Workshop Training Center 403(b) PlanCommunity Workshop Training …$4M
End-of-year total assets ($M) among Thomas C Montera Inc Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$342K
Employer EIN131843128
Plan Effective Date1981-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Thomas C Montera Inc)

Sponsor-wide plan assets over time

All Thomas C Montera Inc plans reported in each filing year

Latest sponsor-wide plan assets
$4M 11.120965432692294% vs 2022
2023 filing year
$3.6M$3.8M$4M$4.2M 20222023 $3.7M $4.11M ▲ +11.1%
Year Plans Participants Total Assets
2022 1 3 $4M
2023 1 3 $4M

Nearby Profit Sharing Plans in New York

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

Thomas C Montera Inc Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Thomas C Montera Inc Profit Sharing Plan and Trust, Total assets ($B): 0.003698321 · Participants: 3Thomas C Montera Inc Profit Sharing Plan and TrustAnnuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity Fund
Thomas C Montera Inc Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in New York, assets vs. participants

Thomas C Montera Inc Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Sm Restaurants, Inc. Profit Sharing Plan in FL ($4M); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Thomas C Montera Inc Profit Sharing Plan and Trust assets move in 2022?
Thomas C Montera Inc Profit Sharing Plan and Trust grew at a solid clip - up 10.2% during 2022, from $3M to $4M. Reported net income was $342K.
How have Thomas C Montera Inc plan assets changed over time?
Across 2 plan years on file (2022-2023), Thomas C Montera Inc's sponsor-wide assets grew 11.1%, from $4M to $4M.
Which Profit Sharing plans are similar in size to Thomas C Montera Inc Profit Sharing Plan and Trust?
Among Profit Sharing plans in other states, the closest by assets is Sm Restaurants, Inc. Profit Sharing Plan in FL ($4M, 42 participants).
Which Profit Sharing plans cover a similar participant headcount to Thomas C Montera Inc Profit Sharing Plan and Trust?
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 participants, N/A in assets).