ESOP · DOL Form 5500 · 2024

Monteith Construction Corp. ESOP

Data updated 2026-08-25

$16M
Total assets Small plan by assets
162
Participants Small participant base
65th
Percentile by assets National rank
$96,910
Avg per participant Below avg balance/head
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Official DOL plan name: Monteith Construction Corp. Employee Stock Ownership Plan · Sponsored by Monteith Construction Corp. · North Carolina · Construction

$16M in assets, 162 participants

Monteith Construction Corp.'s Monteith Construction Corp. Employee Stock Ownership Plan reported $16M in total assets and 162 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #5,805 in Construction (9,039 peers)

Coverage in North Carolina

Monteith Construction Corp. Employee Stock Ownership Plan covers 162 participants in North Carolina, about 20% of the average North Carolina filer (state average ~819 per filing). Assets: $16M.

#5,805
in Construction (9,039 peers)
-$11M
reported net income

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Monteith Construction Corp. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Monteith Construction Corp. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$15,699,375 Top 35% higher than 65% of 123,620 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 2024

Monteith Construction Corp. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monteith Construction Corp. Employee Stock Ownership Plan sits mid-pack in the medium band (162 participants).

EBSA filing schedule strip

Filing strip 980190888 · Monteith Construction Corp. PY 2024 · ESOP

Monteith Construction Corp. Employee Stock Ownership Plan · $16M · 162 · 65th

  • EOY $16M
  • 5500 162
  • ASSETS 65th
  • PCT ESOP
  • EIN near Berger Financial Group Employee Stock Ownership Plan
  • RANK ind #5805

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 North Carolina →

Monteith Construction Corp. Employee Stock Ownership Plan in the asset neighbourhood

Warco Employee Stock Ownership PlanWarco Employee Stock Ownersh…$16MMonteith Construction Corp. Employee Stock Ownership PlanMonteith Construction Corp. …$16MBerger Financial Group Employee Stock Ownership PlanBerger Financial Group Emplo…$16MHunter Associates Laboratory, Inc. Employee Stock Ownership PlanHunter Associates Laboratory…$16MAgricultural Services, Inc. Employee Stock Ownership PlanAgricultural Services, Inc. …$16M
End-of-year total assets ($M) among Monteith Construction Corp. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$11M
Net Income-$11M
Employer EIN980190888
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Monteith Construction Corp.)

Sponsor-wide plan assets over time

All Monteith Construction Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 449.13164452139165% vs 2022
2024 filing year
$0M$10M$20M$30M 202220232024 $4.26M $23.4M ▲ +449.1%
Year Plans Participants Total Assets
2022 1 114 $4M
2023 1 149 $6M
2024 2 323 $23M

Nearby ESOP Plans in North Carolina

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

Monteith Construction Corp. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. 050010001500 050100150200 Total assets ($M) Participants Monteith Construction Corp. Employee Stock Ownership Plan, Total assets ($M): 15.699375 · Participants: 162Monteith Construction Corp. Employee Stock Ownership PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 184.02736 · Participants: 1396Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustEcmd, Inc. Employee Stock Ownership Plan, Total assets ($M): 153.55178 · Participants: 969Ecmd, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employee Stock Ownership Plan, Total assets ($M): 143.430717 · Participants: 1228Precision Walls, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 132.702062 · Participants: 279Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 123.497988 · Participants: 158State Utility Contractors, Inc. Employee Stock Ownership Plan
Monteith Construction Corp. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Monteith Construction Corp. Employee Stock Ownership Plan side-by-side with 3 peers →

Monteith Construction Corp. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Berger Financial Group Employee Stock Ownership Plan in MN ($16M); by covered participants it is Minnesota Elevator, Inc. Employee Stock Ownership Plan in MN (162 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (162 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Monteith Construction Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monteith Construction Corp.'s sponsor-wide assets grew 449.1%, from $4M to $23M.
Which ESOP plans are similar in size to Monteith Construction Corp. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Berger Financial Group Employee Stock Ownership Plan in MN ($16M, 58 participants).
Which ESOP plans cover a similar participant headcount to Monteith Construction Corp. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Minnesota Elevator, Inc. Employee Stock Ownership Plan in MN (162 participants, $74M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 980190888.

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.