ESOP · DOL Form 5500 · 2022

Modern Air Mechanical ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
76
Participants Small participant base
65th
Percentile by assets National rank
$134,900
Avg per participant Near avg balance/head
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Official DOL plan name: Modern Air Mechanical Employee Stock Ownership Plan · Sponsored by Modern Air Mechanical · California · Construction

$10M in assets, 76 participants

Modern Air Mechanical's Modern Air Mechanical Employee Stock Ownership Plan reported $10M in total assets and 76 participants in its 2022 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.

  • #6,461 in Construction (9,927 peers)

Modern Air Mechanical multi-year trail

Modern Air Mechanical's plans moved +16.9% in assets from 2022 to 2024; this filing shows Modern Air Mechanical Employee Stock Ownership Plan at $10M / 76 participants.

#6,461
in Construction (9,927 peers)
+64.1%
assets growth YoY

Modern Air Mechanical Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Modern Air Mechanical Employee Stock Ownership Plan vs every filed plan by assets

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

$10,252,382 Top 35% higher than 65% 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

Modern Air Mechanical 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. Modern Air Mechanical Employee Stock Ownership Plan is a small filing (76 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 770198635 · Modern Air Mechanical PY 2022 · ESOP

Modern Air Mechanical Employee Stock Ownership Plan · $10M · 76 · 65th

  • 5500 $10M
  • 5500 76
  • 5500 65th
  • 5500 ESOP
  • 5500 near Miller/Howard Investments, Inc. Employee Stock Ownership Plan
  • 5500 ind #6461

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 California →

Modern Air Mechanical Employee Stock Ownership Plan in the asset neighbourhood

Nicklas Supply, Inc. Employee Stock Ownership PlanNicklas Supply, Inc. Employe…$10MWatts Engineering Sales, Inc. Employee Stock Ownership PlanWatts Engineering Sales, Inc…$10MModern Air Mechanical Employee Stock Ownership PlanModern Air Mechanical Employ…$10MMiller/Howard Investments, Inc. Employee Stock Ownership PlanMiller/Howard Investments, I…$10MDevco Engineering, Inc. Employee Stock Ownership PlanDevco Engineering, Inc. Empl…$10M
End-of-year total assets ($M) among Modern Air Mechanical Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Modern Air Mechanical multi-year asset trail

Sponsor-wide plan assets over time

All Modern Air Mechanical plans reported in each filing year

Latest sponsor-wide plan assets
$12M 16.875639241690372% vs 2022
2024 filing year
$10M$11M$12M$13M 202220232024 $10.3M $12M ▲ +16.9%
Year Plans Participants Total Assets
2022 1 76 $10M
2023 1 77 $10M
2024 1 69 $12M

Modern Air Mechanical filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)-$833K
Net Income$10M
Employer EIN770198635
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Modern Air Mechanical Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Modern Air Mechanical Employee Stock Ownership Plan, Total assets ($B): 0.010252382 · Participants: 76Modern Air Mechanical Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Modern Air Mechanical Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Modern Air Mechanical Employee Stock Ownership Plan side-by-side with 3 peers →

Modern Air Mechanical Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Miller/Howard Investments, Inc. Employee Stock Ownership Plan in NY ($10M); by covered participants it is First Robinson Financial Corporation Employee Stock Ownership Plan in IL (76 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (76 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 Modern Air Mechanical Employee Stock Ownership Plan assets move in 2022? ▼
Modern Air Mechanical Employee Stock Ownership Plan surged - up 64.1% during 2022, from $6M to $10M. Reported net income was $10M.
How have Modern Air Mechanical plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Modern Air Mechanical's sponsor-wide assets grew 16.9%, from $10M to $12M.
Which ESOP plans are similar in size to Modern Air Mechanical Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Miller/Howard Investments, Inc. Employee Stock Ownership Plan in NY ($10M, 32 participants).
Which ESOP plans cover a similar participant headcount to Modern Air Mechanical Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is First Robinson Financial Corporation Employee Stock Ownership Plan in IL (76 participants, $3M 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 770198635.

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.