ESOP · DOL Form 5500 · 2023

The James Monroe Wire & Cable Corp. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
121
Participants Small participant base
42nd
Percentile by assets National rank
$36,143
Avg per participant Low balance/head
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Official DOL plan name: James Monroe Corp. ESOP · Sponsored by The James Monroe Wire & Cable Corp. · Massachusetts · Manufacturing

$4M in assets, 121 participants

The James Monroe Wire & Cable Corp.'s James Monroe Corp. ESOP reported $4M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #4,680 in Manufacturing (18,722 peers)

Coverage in Massachusetts

James Monroe Corp. ESOP covers 121 participants in Massachusetts, about 18% of the average Massachusetts filer (state average ~659 per filing). Assets: $4M.

#4,680
in Manufacturing (18,722 peers)
-0.3%
assets change YoY

The plan reported a net loss of $14K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

James Monroe Corp. ESOP's mid-pack asset rank among Manufacturing and all filers

James Monroe Corp. ESOP vs every filed plan by assets

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

$4,373,287 42nd percentile higher than 42% 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

James Monroe Corp. ESOP 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. James Monroe Corp. ESOP sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • James Monroe Corp. ESOP reported net income fell from $1M in the plan year 2022 filing to -$14K in the plan year 2023 filing.
  • James Monroe Corp. ESOP reported participants rose from 98 in the plan year 2022 filing to 121 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042472856 · The James Monroe Wire & Cable Corp. PY 2023 · ESOP

James Monroe Corp. ESOP · $4M · 121 · 42nd

  • BOY $4M
  • BOY 121
  • BOY 42nd
  • BOY ESOP
  • BOY near The Howard Company, Inc. Employee Stock Ownership Plan
  • BOY ind #4680

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 Massachusetts →

James Monroe Corp. ESOP in the asset neighbourhood

Barbour Publishing Employee Stock Ownership PlanBarbour Publishing Employee …$4MJames Monroe Corp. ESOP$4MThe Howard Company, Inc. Employee Stock Ownership PlanThe Howard Company, Inc. Emp…$4MWescom, Inc. Employee Stock Ownership PlanWescom, Inc. Employee Stock …$4MManning, Squires, Hennig Co., Inc. Employee Stock Ownership PlanManning, Squires, Hennig Co.…$4M
End-of-year total assets ($M) among James Monroe Corp. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$14K
Employer EIN042472856
Plan Effective Date1999-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The James Monroe Wire & Cable Corp.)

Sponsor-wide plan assets over time

All The James Monroe Wire & Cable Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 250.60725902751489% vs 2022
2023 filing year
$0M$5M$10M$15M$20M 20222023 $4.39M $15.4M ▲ +250.3%
Year Plans Participants Total Assets
2022 1 98 $4M
2023 2 244 $15M

Nearby ESOP Plans in Massachusetts

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

James Monroe Corp. ESOP vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -2000200400600800 Total assets ($M) Participants James Monroe Corp. ESOP, Total assets ($M): 4.373287 · Participants: 121James Monroe Corp. ESOPConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 611.879597 · Participants: 1511Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 349.164775 · Participants: 174The Gillette Company Employee Stock Ownership PlanShawmut Group Employee Stock Ownership Plan, Total assets ($M): 274.195602 · Participants: 716Shawmut Group Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 244.511447 · Participants: 641First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 213.345202 · Participants: 1778Eastern Bank Employee Stock Ownership Plan
James Monroe Corp. ESOP vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare James Monroe Corp. ESOP side-by-side with 3 peers →

James Monroe Corp. ESOP's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is The Howard Company, Inc. Employee Stock Ownership Plan in WI ($4M); by covered participants it is Advanced Manufacturing Group, Inc. Employee Stock Ownership Plan in OH (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 James Monroe Corp. ESOP assets move in 2023? ▼
James Monroe Corp. ESOP held essentially flat - down 0.3% during 2023, from $4M to $4M. Reported net income was -$14K.
How have The James Monroe Wire & Cable Corp. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), The James Monroe Wire & Cable Corp.'s sponsor-wide assets grew 250.6%, from $4M to $15M.
Which ESOP plans are similar in size to James Monroe Corp. ESOP? ▼
Among ESOP plans in other states, the closest by assets is The Howard Company, Inc. Employee Stock Ownership Plan in WI ($4M, 72 participants).
Which ESOP plans cover a similar participant headcount to James Monroe Corp. ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Advanced Manufacturing Group, Inc. Employee Stock Ownership Plan in OH (121 participants, $85K 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 042472856.

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.