ESOP · DOL Form 5500 · 2023

Metcut Research Associates Inc ESOP

Data updated 2026-08-11

$30M
Total assets
136
Participants
79th
Percentile by assets
$221,311
Avg per participant
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Official DOL plan name: Metcut Employee Stock Ownership Trust · Sponsored by Metcut Research Associates Inc · Ohio · Other Services

$30M in assets, 136 participants

Metcut Research Associates Inc's Metcut Employee Stock Ownership Trust reported $30M in total assets and 136 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • 79th percentile by assets (of 127,072 plans)
  • #7,042 in Other Services (7,857 peers)

Coverage in Ohio

Metcut Employee Stock Ownership Trust covers 136 participants in Ohio, about 18% of the average Ohio filer (state average ~765 per filing). Assets: $30M.

$30M
total plan assets (2023 EOY)
136
covered participants
79th
percentile by assets (of 127,072 plans)
$221,311
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Metcut Employee Stock Ownership Trust reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Metcut Employee Stock Ownership Trust end-of-year assets rose from $26M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Metcut Employee Stock Ownership Trust reported participants fell from 138 in the plan year 2022 filing to 136 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Metcut Employee Stock Ownership Trust reports 136 participants - about 18% of that state average ($30M EOY assets).

Ohio filing particulars

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

Sponsor Plan History (Metcut Research Associates Inc)

$40M$45M$50M$55M 202220232024 $42.8M $51.8M ▲ +20.9%
Total plan assets by year, all Metcut Research Associates Inc plans on file
Year Plans Participants Total Assets
2022 2 280 $43M
2023 2 276 $48M
2024 2 294 $52M

Nearby ESOP Plans in Ohio

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

Metcut Employee Stock Ownership Trust vs. nearby ESOP plans in Ohio, assets vs. participants

Metcut Employee Stock Ownership Trust vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Metcut Employee Stoc…Procter & Gamble Pro…The Garland Industri…Messer Inc. Employee…Great Lakes Cheese C…Cleveland Steel Cont…
Metcut Employee Stock Ownership Trust vs. nearby ESOP plans in Ohio, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Metcut Employee Stock Ownership Trust by total assets, not by location.

Frequently Asked Questions

How did Metcut Employee Stock Ownership Trust assets move in 2023?
Metcut Employee Stock Ownership Trust grew sharply - up 16.3% during 2023, from $26M to $30M. Reported net income was $4M.
How have Metcut Research Associates Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Metcut Research Associates Inc's sponsor-wide assets grew 20.9%, from $43M to $52M.
Where does Metcut Employee Stock Ownership Trust rank by assets among Form 5500 filers?
Metcut Employee Stock Ownership Trust ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Metcut Employee Stock Ownership Trust?
Among ESOP plans in other states, the closest by assets is Hub Truck Rental Corp. Employee Stock Ownership Plan in NY ($30M, 98 participants).

Next read for Metcut Employee Stock Ownership Trust

Filing takeaways

Ways to act on Metcut Employee Stock Ownership Trust's numbers.

  • By total assets, Metcut Employee Stock Ownership Trust ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Ohio. Compare plans
  • Metcut Research Associates Inc's sponsor-wide assets have grown 20.9% since 2022 across 3 plan years on file. More Other Services plans