ESOP · DOL Form 5500 · 2024

Metalworking Solutions, Inc. ESOP

Data updated 2026-08-25

$104K
Total assets Small plan by assets
102
Participants Small participant base
6th
Percentile by assets National rank
$1,023
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Metalworking Solutions, Inc. Employee Stock Ownership Plan · Sponsored by Metalworking Solutions, Inc. · Tennessee · Manufacturing

$104K in assets, 102 participants

Metalworking Solutions, Inc.'s Metalworking Solutions, Inc. Employee Stock Ownership Plan reported $104K in total assets and 102 participants in its 2024 DOL Form 5500 filing, ranking in the 6th 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.

  • #398 in Manufacturing (17,777 peers)

Coverage in Tennessee

Metalworking Solutions, Inc. Employee Stock Ownership Plan covers 102 participants in Tennessee, about 9% of the average Tennessee filer (state average ~1,126 per filing). Assets: $104K.

#398
in Manufacturing (17,777 peers)
-$12M
reported net income

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Metalworking Solutions, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Metalworking Solutions, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$104,377 6th percentile higher than 6% 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

Metalworking Solutions, Inc. 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. Metalworking Solutions, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (102 participants).

Published 5500 schedule card

Filing strip 934965586 · Metalworking Solutions, Inc. PY 2024 · ESOP

Metalworking Solutions, Inc. Employee Stock Ownership Plan · $104K · 102 · 6th

  • NET $104K
  • NET 102
  • NET 6th
  • NET ESOP
  • NET near Zps Administrative Services Inc Employee Stock Ownership and Profit Sharing Plan
  • NET ind #398

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 Tennessee →

Metalworking Solutions, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Harpoon Brewery Employee Stock Ownership PlanHarpoon Brewery Employee Sto…$107KMetalworking Solutions, Inc. Employee Stock Ownership PlanMetalworking Solutions, Inc.…$104KZps Administrative Services Inc Employee Stock Ownership and Profit Sharing PlanZps Administrative Services …$104KMeeco, Inc. Employee Stock Ownership PlanMeeco, Inc. Employee Stock O…$102KSato & Associates Inc Employee Stock Ownership PlanSato & Associates Inc Employ…$102K
End-of-year total assets ($M) among Metalworking Solutions, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$12M
Net Income-$12M
Employer EIN934965586
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Tennessee

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

Metalworking Solutions, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 050010001500 -2000200400600 Total assets ($M) Participants Metalworking Solutions, Inc. Employee Stock Ownership Plan, Total assets ($M): 0.104377 · Participants: 102Metalworking Solutions, Inc. Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 470.413823 · Participants: 403Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.006343 · Participants: 201Zander Group Holdings, Inc. Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 168.305927 · Participants: 1385National Health Corp Leveraged Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 143.44577 · Participants: 5153ls, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 116.245191 · Participants: 507Smith Seckman Reid, Inc. Employee Stock Ownership Plan
Metalworking Solutions, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Metalworking Solutions, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Metalworking Solutions, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is Zps Administrative Services Inc Employee Stock Ownership and Profit Sharing Plan in CO ($104K); by covered participants it is Airpro Fan & Blower Company Employee Stock Ownership Plan in WI (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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

Where does Metalworking Solutions, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Metalworking Solutions, Inc. Employee Stock Ownership Plan ranks in the 6th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Metalworking Solutions, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Zps Administrative Services Inc Employee Stock Ownership and Profit Sharing Plan in CO ($104K, 12 participants).
Which ESOP plans cover a similar participant headcount to Metalworking Solutions, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Airpro Fan & Blower Company Employee Stock Ownership Plan in WI (102 participants, $25M 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 934965586.

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.