ESOP · DOL Form 5500 · 2022

Oldson's Plumbing, Heating & Air Conditioning Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
8
Participants Small participant base
33rd
Percentile by assets National rank
$232,039
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock Ownership Plan · Sponsored by Oldson's Plumbing, Heating & Air Conditioning Inc. · Iowa · Construction

$2M in assets, 8 participants

Oldson's Plumbing, Heating & Air Conditioning Inc.'s Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock Ownership Plan reported $2M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #3,012 in Construction (9,927 peers)

Oldson's Plumbing, Heating & Air Conditioning Inc. multi-year trail

Oldson's Plumbing, Heating & Air Conditioning Inc.'s plans moved +39.3% in assets from 2022 to 2024; this filing shows Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock Ownership Plan at $2M / 8 participants.

#3,012
in Construction (9,927 peers)
+5.0%
assets growth YoY

Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,856,313 33rd percentile higher than 33% 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

Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock Ownership Plan is a micro filing (8 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 421020699 · Oldson's Plumbing, Heating & Air Conditioning Inc. PY 2022 · ESOP

Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock Ownership Plan · $2M · 8 · 33rd

  • PHOTO $2M
  • PHOTO 8
  • PHOTO 33rd
  • PHOTO ESOP
  • PHOTO near Calpico, Inc. Employee Stock Ownership Plan
  • PHOTO ind #3012

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 Iowa →

Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock Ownership PlanOldson's Plumbing, Heating &…$2MU.S. Pole Company, Inc. Employee Stock Ownership PlanU.S. Pole Company, Inc. Empl…$2MWest Plains Bancshares Employee Stock Ownership PlanWest Plains Bancshares Emplo…$2MCalpico, Inc. Employee Stock Ownership PlanCalpico, Inc. Employee Stock…$2MBuilders Steel Company Employee Stock Ownership Plan and TrustBuilders Steel Company Emplo…$2M
End-of-year total assets ($M) among Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Oldson's Plumbing, Heating & Air Conditioning Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Oldson's Plumbing, Heating & Air Conditioning Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 39.27408793667878% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.86M $2.59M ▲ +39.2%
Year Plans Participants Total Assets
2022 1 8 $2M
2023 1 8 $2M
2024 1 9 $3M

Oldson's Plumbing, Heating & Air Conditioning Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$88K
Employer EIN421020699
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Iowa

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

Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -2000200400600800 Total assets ($M) Participants Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock Ownership Plan, Total assets ($M): 1.856313 · Participants: 8Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 685.782673 · Participants: 781Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 437.278096 · Participants: 774Van Meter Industrial, Inc. Employee Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 402.726302 · Participants: 645Precision, Inc. Employee Stock Ownership Plan and TrustIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 382.93662 · Participants: 643Ita Group Holdings, Inc. Employees' Stock Ownership PlanAnnett Holdings, Inc. Employee Stock Ownership Plan & Trust, Total assets ($M): 362.257753 · Participants: 2582Annett Holdings, Inc. Employee Stock Ownership Plan & Trust
Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest ESOP by assets is Calpico, Inc. Employee Stock Ownership Plan in CA ($2M); by covered participants it is Bishop Equipment Company, Inc Employee Stock Ownership Plan in VA (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock Ownership Plan edged up modestly - up 5.0% during 2022, from $2M to $2M. Reported net income was $88K.
How have Oldson's Plumbing, Heating & Air Conditioning Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oldson's Plumbing, Heating & Air Conditioning Inc.'s sponsor-wide assets grew 39.3%, from $2M to $3M.
Which ESOP plans are similar in size to Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Calpico, Inc. Employee Stock Ownership Plan in CA ($2M, 17 participants).
Which ESOP plans cover a similar participant headcount to Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bishop Equipment Company, Inc Employee Stock Ownership Plan in VA (8 participants, $365K 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 421020699.

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.