ESOP · DOL Form 5500 · 2022

Ferrer Mechanical Services, Inc. ESOP

Data updated 2026-08-25

$745K
Total assets Small plan by assets
76
Participants Small participant base
22nd
Percentile by assets National rank
$9,803
Avg per participant Low balance/head
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Official DOL plan name: Ferrer Mechanical Services Employee Stock Ownership Plan · Sponsored by Ferrer Mechanical Services, Inc. · Indiana · Construction

$745K in assets, 76 participants

Ferrer Mechanical Services, Inc.'s Ferrer Mechanical Services Employee Stock Ownership Plan reported $745K in total assets and 76 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,940 in Construction (9,927 peers)

Ferrer Mechanical Services, Inc. multi-year trail

Ferrer Mechanical Services, Inc.'s plans moved +173.8% in assets from 2022 to 2024; this filing shows Ferrer Mechanical Services Employee Stock Ownership Plan at $745K / 76 participants.

#1,940
in Construction (9,927 peers)
$271K
reported net income

Ferrer Mechanical Services Employee Stock Ownership Plan among the smaller filed plans by assets

Ferrer Mechanical Services Employee Stock Ownership Plan vs every filed plan by assets

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

$745,000 22nd percentile higher than 22% 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

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

DOL schedule card

Filing strip 900866401 · Ferrer Mechanical Services, Inc. PY 2022 · ESOP

Ferrer Mechanical Services Employee Stock Ownership Plan · $745K · 76 · 22nd

  • TYPE $745K
  • NET 76
  • BOOK 22nd
  • VS-ST ESOP
  • BOY near Gopher Stage Lighting, Inc. Employee Stock Ownership Plan
  • SCH ind #1940

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 Indiana →

Ferrer Mechanical Services Employee Stock Ownership Plan in the asset neighbourhood

Ferrer Mechanical Services Employee Stock Ownership PlanFerrer Mechanical Services E…$745KEncore Image Group, Inc. Employee Stock Ownership PlanEncore Image Group, Inc. Emp…$747KHurtt Fabricating Corp Employee Stock Ownership PlanHurtt Fabricating Corp Emplo…$748KGopher Stage Lighting, Inc. Employee Stock Ownership PlanGopher Stage Lighting, Inc. …$743KArnold Insurance Agency Employee Stock Ownership PlanArnold Insurance Agency Empl…$741K
End-of-year total assets ($M) among Ferrer Mechanical Services Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Ferrer Mechanical Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ferrer Mechanical Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 173.8255033557047% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 202220232024 $0.75M $2.04M ▲ +172.0%
Year Plans Participants Total Assets
2022 1 76 $745K
2023 1 77 $2M
2024 1 69 $2M

Ferrer Mechanical Services, Inc. filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$271K
Net Income$271K
Employer EIN900866401
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

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

Ferrer Mechanical Services Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.52 Total assets ($B) Participants Ferrer Mechanical Services Employee Stock Ownership Plan, Total assets ($B): 0.000745 · Participants: 76Ferrer Mechanical Services Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.524085669 · Participants: 3842Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.314961737 · Participants: 467Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.309552138 · Participants: 1233Nibco Inc. Employee Stock Ownership PlanWood-Mizer Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.115298049 · Participants: 464Wood-Mizer Holdings, Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113705161 · Participants: 333Superior Industrial Solutions, Inc. Employee Stock Ownership Plan
Ferrer Mechanical Services Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Ferrer Mechanical Services Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest ESOP by assets is Gopher Stage Lighting, Inc. Employee Stock Ownership Plan in MN ($743K); 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 have Ferrer Mechanical Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ferrer Mechanical Services, Inc.'s sponsor-wide assets grew 173.8%, from $745K to $2M.
Where does Ferrer Mechanical Services Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ferrer Mechanical Services Employee Stock Ownership Plan ranks in the 22nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Ferrer Mechanical Services Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Gopher Stage Lighting, Inc. Employee Stock Ownership Plan in MN ($743K, 14 participants).
Which ESOP plans cover a similar participant headcount to Ferrer Mechanical Services 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 900866401.

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.