Profit Sharing · DOL Form 5500 · 2023

Thomas C Montera Inc Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
3
Participants Small participant base
41st
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: Thomas C Montera Inc Profit Sharing Plan and Trust · Sponsored by Thomas C Montera Inc · New York · Other Services

$4M in assets, 3 participants

Thomas C Montera Inc's Thomas C Montera Inc Profit Sharing Plan and Trust reported $4M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #4,984 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Thomas C Montera Inc Profit Sharing Plan and Trust ranks #4,984 of 7,857 2023 filers by assets (488% of the sector average)-$4M for 3 participants.

#4,984
in Other Services (7,857 peers)
+11.1%
assets growth YoY

Thomas C Montera Inc Profit Sharing Plan and Trust's mid-pack asset rank among Other Services and all filers

Thomas C Montera Inc Profit Sharing Plan and Trust vs every filed plan by assets

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

$4,109,610 41st percentile higher than 41% 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

Thomas C Montera Inc Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Thomas C Montera Inc Profit Sharing Plan and Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Thomas C Montera Inc Profit Sharing Plan and Trust reported net income rose from $342K in the plan year 2022 filing to $411K in the plan year 2023 filing.
  • Thomas C Montera Inc Profit Sharing Plan and Trust 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 →

Published 5500 schedule card

Filing strip 131843128 · Thomas C Montera Inc PY 2023 · Profit Sharing

Thomas C Montera Inc Profit Sharing Plan and Trust · $4M · 3 · 41st

  • EIN $4M
  • EIN 3
  • EIN 41st
  • EIN Profit Sharing
  • EIN near Kmieck's Management Group, Inc. Profit Sharing Plan and Trust
  • EIN ind #4984

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 Other Services retirement plans → · Plans in New York →

Thomas C Montera Inc Profit Sharing Plan and Trust in the asset neighbourhood

Thomas C Montera Inc Profit Sharing Plan and TrustThomas C Montera Inc Profit …$4MKmieck's Management Group, Inc. Profit Sharing Plan and TrustKmieck's Management Group, I…$4MMark a. Schnippel Keogh Plan & TrustMark a. Schnippel Keogh Plan…$4MGary Rodich Professional Law Corp Profit Sharing PlanGary Rodich Professional Law…$4MJose a. Carro Soto Profit Sharing Retirement PlanJose a. Carro Soto Profit Sh…$4M
End-of-year total assets ($M) among Thomas C Montera Inc Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$411K
Employer EIN131843128
Plan Effective Date1981-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Thomas C Montera Inc)

Sponsor-wide plan assets over time

All Thomas C Montera Inc plans reported in each filing year

Latest sponsor-wide plan assets
$4M 11.120965432692294% vs 2022
2023 filing year
$3.6M$3.8M$4M$4.2M 20222023 $3.7M $4.11M ▲ +11.1%
Year Plans Participants Total Assets
2022 1 3 $4M
2023 1 3 $4M

Nearby Profit Sharing Plans in New York

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

Thomas C Montera Inc Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Thomas C Montera Inc Profit Sharing Plan and Trust, Total assets ($B): 0.00410961 · Participants: 3Thomas C Montera Inc Profit Sharing Plan and TrustAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Thomas C Montera Inc Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Thomas C Montera Inc Profit Sharing Plan and Trust side-by-side with 3 peers →

Thomas C Montera Inc Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Kmieck's Management Group, Inc. Profit Sharing Plan and Trust in OH ($4M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Thomas C Montera Inc Profit Sharing Plan and Trust assets move in 2023? ▼
Thomas C Montera Inc Profit Sharing Plan and Trust grew at a solid clip - up 11.1% during 2023, from $4M to $4M. Reported net income was $411K.
How have Thomas C Montera Inc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Thomas C Montera Inc's sponsor-wide assets grew 11.1%, from $4M to $4M.
Which Profit Sharing plans are similar in size to Thomas C Montera Inc Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Kmieck's Management Group, Inc. Profit Sharing Plan and Trust in OH ($4M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Thomas C Montera Inc Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 131843128.

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.