ESOP · DOL Form 5500 · 2022
Cortez Heating & Air Conditioning, Inc. ESOP
Data updated 2026-08-25
- N/A
- Total assets —
- 17
- Participants Small participant base
Official DOL plan name: Cortez Employee Stock Ownership Plan · Sponsored by Cortez Heating & Air Conditioning, Inc. · North Carolina · Construction
N/A in assets, 17 participants
Cortez Heating & Air Conditioning, Inc.'s Cortez Employee Stock Ownership Plan reported N/A in total assets and 17 participants in its 2022 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2022 filing shows
Cortez Employee Stock Ownership Plan holds N/A for 17 participants.
- -$374K
- reported net income
The plan reported a net loss of $374K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cortez Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cortez Employee Stock Ownership Plan is a small filing (17 participants) on this national headcount ladder.
DOL schedule card
Filing strip 650379797 · Cortez Heating & Air Conditioning, Inc. PY 2022 · ESOP
Cortez Employee Stock Ownership Plan · N/A · 17
- BOY N/A
- BOY 17
- BOY PY 2022
- BOY ESOP
- BOY near Illini Hi-Reach, Inc. Employee Stock Ownership Plan
- BOY -$374K
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 →
Filing particulars (2022)
| Total Assets (Beginning of Year) | $374K |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$374K |
| Employer EIN | 650379797 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in North Carolina
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Old Dominion 401(k) Retirement Plan $1.8B · 24,080
- Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust $184M · 1,322
- State Utility Contractors, Inc. Employee Stock Ownership Plan $82M · 147
- Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan $78M · 250
- Mckim & Creed, Inc. Employee Stock Ownership Plan $72M · 790
Cortez Employee Stock Ownership Plan's closest out-of-state ESOP peers by headcount
Outside North Carolina, the nearest ESOP by covered participants is Illini Hi-Reach, Inc. Employee Stock Ownership Plan in IN (17 participants; this filing: 17 participants).
Similar participant headcount
Nearest other-state filings by covered participants (17 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.