ESOP · DOL Form 5500 · 2023

Machine Tool Research, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
50
Participants Small participant base
40th
Percentile by assets National rank
$81,000
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, 50 participants

Machine Tool Research, Inc.'s Machine Tool Research, Inc. Employee Stock Ownership Plan reported $4M in total assets and 50 participants in its 2023 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.

  • #4,428 in Manufacturing (18,722 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 / 50 participants.

#4,428
in Manufacturing (18,722 peers)
+11.6%
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 2023 · DOL Form 5500

$4,050,000 40th percentile higher than 40% of 127,068 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 2023

Machine Tool Research, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 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 (50 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Machine Tool Research, Inc. Employee Stock Ownership Plan reported net income fell from $843K in the plan year 2022 filing to $439K in the plan year 2023 filing.
  • Machine Tool Research, Inc. Employee Stock Ownership Plan reported participants rose from 41 in the plan year 2022 filing to 50 in the plan year 2023 filing.
  • Machine Tool Research, Inc. Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 161225458 · Machine Tool Research, Inc. PY 2023 · ESOP

Machine Tool Research, Inc. Employee Stock Ownership Plan · $4M · 50 · 40th

  • TYPE $4M
  • TYPE 50
  • TYPE 40th
  • TYPE ESOP
  • TYPE near Applied Earthworks Inc. Employee Stock Ownership Plan
  • TYPE ind #4428

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

Agri-Valley Communications, Inc. Employee Stock Ownership PlanAgri-Valley Communications, …$4MMachine Tool Research, Inc. Employee Stock Ownership PlanMachine Tool Research, Inc. …$4MApplied Earthworks Inc. Employee Stock Ownership PlanApplied Earthworks Inc. Empl…$4MAuto Wheel & Rim Service Co., Inc.Auto Wheel & Rim Service Co.…$4MAntech Systems, Inc. Employee Stock Ownership PlanAntech Systems, Inc. Employe…$4M
End-of-year total assets ($M) among Machine Tool Research, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$439K
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. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants Machine Tool Research, Inc. Employee Stock Ownership Plan, Total assets ($M): 4.05 · Participants: 50Machine Tool Research, Inc. Employee Stock Ownership PlanStewart'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
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 Applied Earthworks Inc. Employee Stock Ownership Plan in CA ($4M); by covered participants it is Tc Federal Bank Employee Stock Ownership Plan in GA (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 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 did Machine Tool Research, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Machine Tool Research, Inc. Employee Stock Ownership Plan grew at a solid clip - up 11.6% during 2023, from $4M to $4M. Reported net income was $439K.
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 Applied Earthworks Inc. Employee Stock Ownership Plan in CA ($4M, 61 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 Tc Federal Bank Employee Stock Ownership Plan in GA (50 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.