ESOP · DOL Form 5500 · 2023

Monroe Tractor & Implement Co., Inc. ESOP

Data updated 2026-08-25

N/A
Total assets
203
Participants Below avg headcount
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Official DOL plan name: Monroe Tractor & Implement Co., Inc. Employee Stock Ownership Plan · Sponsored by Monroe Tractor & Implement Co., Inc. · New York · Wholesale Trade

N/A in assets, 203 participants

Monroe Tractor & Implement Co., Inc.'s Monroe Tractor & Implement Co., Inc. Employee Stock Ownership Plan reported N/A in total assets and 203 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

Coverage in New York

Monroe Tractor & Implement Co., Inc. Employee Stock Ownership Plan covers 203 participants in New York, about 25% of the average New York filer (state average ~798 per filing). Assets: N/A.

-$2M
reported net income

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Monroe Tractor & Implement Co., Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monroe Tractor & Implement Co., Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (203 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Monroe Tractor & Implement Co., Inc. Employee Stock Ownership Plan reported net income rose from -$7M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Monroe Tractor & Implement Co., Inc. Employee Stock Ownership Plan reported participants rose from 176 in the plan year 2022 filing to 203 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 160850083 · Monroe Tractor & Implement Co., Inc. PY 2023 · ESOP

Monroe Tractor & Implement Co., Inc. Employee Stock Ownership Plan · N/A · 203

  • PHOTO N/A
  • PHOTO 203
  • PHOTO PY 2023
  • PHOTO ESOP
  • PHOTO near Edible Beats, Inc. Employee Stock Ownership Plan
  • PHOTO -$2M

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 →

New York filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)N/A
Net Income-$2M
Employer EIN160850083
Plan Effective Date1990-11-05
Filing StatusFILING RECEIVED

Sponsor Plan History (Monroe Tractor & Implement Co., Inc.)

Sponsor-wide plan assets over time

All Monroe Tractor & Implement Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 27.63230727879811% vs 2022
2024 filing year
$20M$22M$24M$26M$28M$30M 202220232024 $22.2M $28.4M ▲ +27.6%
Year Plans Participants Total Assets
2022 2 407 $22M
2023 2 495 $27M
2024 1 300 $28M

Nearby ESOP Plans in New York

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

Monroe Tractor & Implement Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 5 data points. -1000010002000300040005000 2004006008001000 Total assets ($M) Participants Stewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 876.57583 · Participants: 3439Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 406.002646 · Participants: 4467North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 298.738533 · Participants: 3674Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.681611 · Participants: 1704Greenman-Pedersen, Inc. Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 241.736533 · Participants: 93H.C. Wainwright & Co. Employee Stock Ownership Plan
Monroe Tractor & Implement Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants

Monroe Tractor & Implement Co., Inc. Employee Stock Ownership Plan's closest out-of-state ESOP peers by headcount

Outside New York, the nearest ESOP by covered participants is Edible Beats, Inc. Employee Stock Ownership Plan in CO (203 participants; this filing: 203 participants).

Similar participant headcount

Nearest other-state filings by covered participants (203 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Monroe Tractor & Implement Co., Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Monroe Tractor & Implement Co., Inc.'s sponsor-wide assets grew 27.6%, from $22M to $28M.
Which ESOP plans cover a similar participant headcount to Monroe Tractor & Implement Co., Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Edible Beats, Inc. Employee Stock Ownership Plan in CO (203 participants, $2M in assets).