ESOP · DOL Form 5500 · 2023

Monterrey Tile Az, LLC ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
67
Participants Small participant base
36th
Percentile by assets National rank
$47,166
Avg per participant Low balance/head
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Official DOL plan name: Monterrey Tile Az Employee Stock Ownership Plan · Sponsored by Monterrey Tile Az, LLC · Arizona · Retail Trade

$3M in assets, 67 participants

Monterrey Tile Az, LLC's Monterrey Tile Az Employee Stock Ownership Plan reported $3M in total assets and 67 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #4,037 in Retail Trade (8,414 peers)

Monterrey Tile Az, LLC multi-year trail

Monterrey Tile Az, LLC's plans moved -19.9% in assets from 2022 to 2024; this filing shows Monterrey Tile Az Employee Stock Ownership Plan at $3M / 67 participants.

#4,037
in Retail Trade (8,414 peers)
+10.1%
assets growth YoY

Monterrey Tile Az Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

Monterrey Tile Az Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,160,100 36th percentile higher than 36% 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

Monterrey Tile Az 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. Monterrey Tile Az Employee Stock Ownership Plan is a small filing (67 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Monterrey Tile Az Employee Stock Ownership Plan reported net income rose from -$623K in the plan year 2022 filing to $400K in the plan year 2023 filing.
  • Monterrey Tile Az Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Monterrey Tile Az Employee Stock Ownership Plan reported participants rose from 66 in the plan year 2022 filing to 67 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 822439868 · Monterrey Tile Az, LLC PY 2023 · ESOP

Monterrey Tile Az Employee Stock Ownership Plan · $3M · 67 · 36th

  • IND $3M
  • IND 67
  • IND 36th
  • IND ESOP
  • IND near Imperial Woodworks, Inc. Employee Stock Ownership Plan
  • IND ind #4037

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 Arizona →

Monterrey Tile Az Employee Stock Ownership Plan in the asset neighbourhood

Monterrey Tile Az Employee Stock Ownership PlanMonterrey Tile Az Employee S…$3MImperial Woodworks, Inc. Employee Stock Ownership PlanImperial Woodworks, Inc. Emp…$3MDowneast Machine and Engineering, Inc. Employee Stock Ownership PlanDowneast Machine and Enginee…$3MFirst National Bank of Raymond Employee Stock Ownership PlanFirst National Bank of Raymo…$3MTcg Builders, Inc. Employee Stock Ownership PlanTcg Builders, Inc. Employee …$3M
End-of-year total assets ($M) among Monterrey Tile Az Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Monterrey Tile Az, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Monterrey Tile Az, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 19.859935193895684% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.87M $2.3M ▼ -19.9%
Year Plans Participants Total Assets
2022 1 66 $3M
2023 1 67 $3M
2024 1 76 $2M

Monterrey Tile Az, LLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income$400K
Employer EIN822439868
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Arizona

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

Monterrey Tile Az Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.5 Total assets ($B) Participants Monterrey Tile Az Employee Stock Ownership Plan, Total assets ($B): 0.0031601 · Participants: 67Monterrey Tile Az Employee Stock Ownership PlanThe Sundt Companies Employee Stock Ownership Plan, Total assets ($B): 1.064355538 · Participants: 2392The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($B): 0.61854692 · Participants: 19740U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.313228026 · Participants: 253Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($B): 0.216174467 · Participants: 1057Pima Medical Institute Employee Stock Ownership PlanWilson Electric Services Corp. Employee Stock Ownership Plan, Total assets ($B): 0.167298665 · Participants: 726Wilson Electric Services Corp. Employee Stock Ownership Plan
Monterrey Tile Az Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Monterrey Tile Az Employee Stock Ownership Plan side-by-side with 3 peers →

Monterrey Tile Az Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Arizona, the nearest ESOP by assets is Imperial Woodworks, Inc. Employee Stock Ownership Plan in TX ($3M); by covered participants it is The Transit Group, Inc. Employee Stock Ownership Plan in FL (67 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (67 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 Monterrey Tile Az Employee Stock Ownership Plan assets move in 2023? ▼
Monterrey Tile Az Employee Stock Ownership Plan grew at a solid clip - up 10.1% during 2023, from $3M to $3M. Reported net income was $400K.
How have Monterrey Tile Az, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monterrey Tile Az, LLC's sponsor-wide assets declined 19.9%, from $3M to $2M.
Which ESOP plans are similar in size to Monterrey Tile Az Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Imperial Woodworks, Inc. Employee Stock Ownership Plan in TX ($3M, 59 participants).
Which ESOP plans cover a similar participant headcount to Monterrey Tile Az Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Transit Group, Inc. Employee Stock Ownership Plan in FL (67 participants, N/A 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 822439868.

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.