ESOP · DOL Form 5500 · 2023

Metcut Research Associates Inc ESOP

Data updated 2026-08-25

$30M
Total assets Below avg plan size
136
Participants Small participant base
79th
Percentile by assets National rank
$221,311
Avg per participant Above avg balance/head
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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.

  • #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.

#7,042
in Other Services (7,857 peers)
+16.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Metcut Employee Stock Ownership Trust's outsized position by total assets

Metcut Employee Stock Ownership Trust vs every filed plan by assets

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

$30,098,272 Top 21% higher than 79% 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

Metcut Employee Stock Ownership Trust 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. Metcut Employee Stock Ownership Trust sits mid-pack in the medium band (136 participants).

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 →

Form 5500 schedule snapshot

Filing strip 310599320 · Metcut Research Associates Inc PY 2023 · ESOP

Metcut Employee Stock Ownership Trust · $30M · 136 · 79th

  • PCT $30M
  • EIN 136
  • RANK 79th
  • PHOTO ESOP
  • IND near Hub Truck Rental Corp. Employee Stock Ownership Plan
  • EOY ind #7042

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 Ohio →

Metcut Employee Stock Ownership Trust in the asset neighbourhood

Alaska Garden and Pet Supply, Inc. Employee Stock Ownership Plan and TrustAlaska Garden and Pet Supply…$30MMetcut Employee Stock Ownership TrustMetcut Employee Stock Owners…$30MHub Truck Rental Corp. Employee Stock Ownership PlanHub Truck Rental Corp. Emplo…$30MNussbaum Transportation Services Employee Stock Ownership PlanNussbaum Transportation Serv…$30MThe Brix Group Employee Stock Ownership PlanThe Brix Group Employee Stoc…$30M
End-of-year total assets ($M) among Metcut Employee Stock Ownership Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Metcut Research Associates Inc plans reported in each filing year

Latest sponsor-wide plan assets
$52M 20.94196155465841% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $42.8M $51.8M ▲ +20.9%
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 Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Metcut Employee Stock Ownership Trust, Total assets ($B): 0.030098272 · Participants: 136Metcut Employee Stock Ownership TrustProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
Metcut Employee Stock Ownership Trust vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Metcut Employee Stock Ownership Trust side-by-side with 3 peers →

Metcut Employee Stock Ownership Trust's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Hub Truck Rental Corp. Employee Stock Ownership Plan in NY ($30M); by covered participants it is Blt Communications, LLC Employee Stock Ownership Plan in CA (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 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 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).
Which ESOP plans cover a similar participant headcount to Metcut Employee Stock Ownership Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Blt Communications, LLC Employee Stock Ownership Plan in CA (136 participants, $9M 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 310599320.

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.