ESOP · DOL Form 5500 · 2022

Wooldridge Heating & Air, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
57
Participants Small participant base
59th
Percentile by assets National rank
$129,230
Avg per participant Near avg balance/head
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Official DOL plan name: Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Wooldridge Heating & Air, Inc. · Virginia · Construction

$7M in assets, 57 participants

Wooldridge Heating & Air, Inc.'s Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust reported $7M in total assets and 57 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #5,775 in Construction (9,927 peers)

Wooldridge Heating & Air, Inc. multi-year trail

Wooldridge Heating & Air, Inc.'s plans moved +12.7% in assets from 2022 to 2024; this filing shows Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust at $7M / 57 participants.

#5,775
in Construction (9,927 peers)
+2.3%
assets growth YoY

Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Construction and all filers

Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$7,366,108 Top 41% higher than 59% of 139,123 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 2022

Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust is a small filing (57 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 541128340 · Wooldridge Heating & Air, Inc. PY 2022 · ESOP

Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust · $7M · 57 · 59th

  • EOY $7M
  • 5500 57
  • ASSETS 59th
  • PCT ESOP
  • EIN near Catcon, Inc. Employee Stock Ownership Plan
  • RANK ind #5775

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 Virginia →

Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

The Myers-Briggs Company Employee Stock Ownership Plan and TrustThe Myers-Briggs Company Emp…$7MPalmer Engineering, Co. Employee Stock Ownership Plan & Trust AgreementPalmer Engineering, Co. Empl…$7MWooldridge Heating & Air, Inc. Employee Stock Ownership Plan and TrustWooldridge Heating & Air, In…$7MCatcon, Inc. Employee Stock Ownership PlanCatcon, Inc. Employee Stock …$7MKeenan Energy Company Employee Stock Ownership Plan and TrustKeenan Energy Company Employ…$7M
End-of-year total assets ($M) among Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Wooldridge Heating & Air, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wooldridge Heating & Air, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 12.678622143471152% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M 202220232024 $7.37M $8.3M ▲ +12.6%
Year Plans Participants Total Assets
2022 1 57 $7M
2023 1 61 $8M
2024 1 54 $8M

Wooldridge Heating & Air, Inc. filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$236K
Employer EIN541128340
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Virginia

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

Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 7.366108 · Participants: 57Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and TrustNvr, Inc. Employee Stock Ownership Plan, Total assets ($M): 862.945849 · Participants: 6910Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 301.066368 · Participants: 1695The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($M): 291.782297 · Participants: 1828American Systems Corporation Employee Stock Ownership PlanNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($M): 287.62409 · Participants: 424New River Electrical Corporation Employee Stock Ownership PlanDavis H. Elliot Company, Incorporated Employee Stock Ownership Plan, Total assets ($M): 237.22873 · Participants: 1882Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan
Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Catcon, Inc. Employee Stock Ownership Plan in WI ($7M); by covered participants it is Hunzinger Construction Company Employee Stock Ownership Plan in WI (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 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.

Frequently Asked Questions

How did Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust edged up modestly - up 2.3% during 2022, from $7M to $7M. Reported net income was $236K.
How have Wooldridge Heating & Air, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wooldridge Heating & Air, Inc.'s sponsor-wide assets grew 12.7%, from $7M to $8M.
Which ESOP plans are similar in size to Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Catcon, Inc. Employee Stock Ownership Plan in WI ($7M, 64 participants).
Which ESOP plans cover a similar participant headcount to Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Hunzinger Construction Company Employee Stock Ownership Plan in WI (57 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 541128340.

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.