ESOP · DOL Form 5500 · 2022

Capitol Mechanical, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
59
Participants Small participant base
37th
Percentile by assets National rank
$42,202
Avg per participant Low balance/head
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Official DOL plan name: Capitol Mechanical, Inc. Employee Stock Ownership Plan · Sponsored by Capitol Mechanical, Inc. · Wisconsin · Other Services

$2M in assets, 59 participants

Capitol Mechanical, Inc.'s Capitol Mechanical, Inc. Employee Stock Ownership Plan reported $2M in total assets and 59 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #5,001 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Capitol Mechanical, Inc. Employee Stock Ownership Plan ranks #5,001 of 8,398 2022 filers by assets (806% of the sector average)-$2M for 59 participants.

#5,001
in Other Services (8,398 peers)
-$4M
reported net income

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Capitol Mechanical, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Other Services and all filers

Capitol Mechanical, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,489,893 37th percentile higher than 37% 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

Capitol Mechanical, Inc. 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. Capitol Mechanical, Inc. Employee Stock Ownership Plan is a small filing (59 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 391145227 · Capitol Mechanical, Inc. PY 2022 · ESOP

Capitol Mechanical, Inc. Employee Stock Ownership Plan · $2M · 59 · 37th

  • EOY $2M
  • EOY 59
  • EOY 37th
  • EOY ESOP
  • EOY near Building Specialties Co. of La, Inc. Employee Stock Ownership Plan
  • EOY ind #5001

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 Wisconsin →

Capitol Mechanical, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Day Surgical Products, Inc Employee Stock Ownership PlanDay Surgical Products, Inc E…$2MCapitol Mechanical, Inc. Employee Stock Ownership PlanCapitol Mechanical, Inc. Emp…$2MBuilding Specialties Co. of La, Inc. Employee Stock Ownership PlanBuilding Specialties Co. of …$2MCollateral Services, Inc. Employee Stock Ownership PlanCollateral Services, Inc. Em…$2MAir & Hydraulic Equipment, Inc. Employee Stock Ownership PlanAir & Hydraulic Equipment, I…$2M
End-of-year total assets ($M) among Capitol Mechanical, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$4M
Net Income-$4M
Employer EIN391145227
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capitol Mechanical, Inc.)

Sponsor-wide plan assets over time

All Capitol Mechanical, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 146.38576838442455% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $2.49M $6.13M ▲ +146.2%
Year Plans Participants Total Assets
2022 1 59 $2M
2023 1 59 $2M
2024 1 57 $6M

Nearby ESOP Plans in Wisconsin

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

Capitol Mechanical, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -10123 Total assets ($B) Participants Capitol Mechanical, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002489893 · Participants: 59Capitol Mechanical, Inc. Employee Stock Ownership PlanSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.652316726 · Participants: 5656Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.640316132 · Participants: 2608Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.29452491 · Participants: 1649Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.292527762 · Participants: 747Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.25846345 · Participants: 210Trachte Building Systems Employee Stock Ownership Plan
Capitol Mechanical, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Capitol Mechanical, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Capitol Mechanical, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Building Specialties Co. of La, Inc. Employee Stock Ownership Plan in LA ($2M); by covered participants it is Transmarine Navigation Corporation Profit Sharing Plan in CA (59 participants). Same-state nearby plans are listed separately above.

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 Capitol Mechanical, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capitol Mechanical, Inc.'s sponsor-wide assets grew 146.4%, from $2M to $6M.
Which ESOP plans are similar in size to Capitol Mechanical, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Building Specialties Co. of La, Inc. Employee Stock Ownership Plan in LA ($2M, 9 participants).
Which ESOP plans cover a similar participant headcount to Capitol Mechanical, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Transmarine Navigation Corporation Profit Sharing Plan in CA (59 participants, $11M 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 391145227.

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.