ESOP · DOL Form 5500 · 2022

Energy Engineering Associates, Inc. ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
138
Participants Small participant base
75th
Percentile by assets National rank
$125,869
Avg per participant Near avg balance/head
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Official DOL plan name: Energy Engineering Associates, Inc. Employee Stock Ownership Plan · Sponsored by Energy Engineering Associates, Inc. · Texas · Professional & Technical Services

$17M in assets, 138 participants

Energy Engineering Associates, Inc.'s Energy Engineering Associates, Inc. Employee Stock Ownership Plan reported $17M in total assets and 138 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #16,176 in Professional & Technical Services (21,562 peers)

Coverage in Texas

Energy Engineering Associates, Inc. Employee Stock Ownership Plan covers 138 participants in Texas, about 20% of the average Texas filer (state average ~688 per filing). Assets: $17M.

#16,176
in Professional & Technical Services (21,562 peers)
-1.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $183K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Energy Engineering Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets

Energy Engineering Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$17,369,931 Top 25% higher than 75% 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

Energy Engineering Associates, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Energy Engineering Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (138 participants).

Plan-year Form 5500 strip

Filing strip 741904410 · Energy Engineering Associates, Inc. PY 2022 · ESOP

Energy Engineering Associates, Inc. Employee Stock Ownership Plan · $17M · 138 · 75th

  • EBSA $17M
  • EBSA 138
  • EBSA 75th
  • EBSA ESOP
  • EBSA near Beck Oil Company of Illinois Employee Stock Ownership Plan
  • EBSA ind #16176

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 Texas →

Energy Engineering Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Energy Engineering Associates, Inc. Employee Stock Ownership PlanEnergy Engineering Associate…$17MBeck Oil Company of Illinois Employee Stock Ownership PlanBeck Oil Company of Illinois…$17MJcs Family, Inc Employee Stock Ownership PlanJcs Family, Inc Employee Sto…$17MR & B Reinforcing Steel Corporation ESOPR & B Reinforcing Steel Corp…$17MStandard Air & Lite Employee Stock Ownership PlanStandard Air & Lite Employee…$17M
End-of-year total assets ($M) among Energy Engineering Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$17M
Net Income-$183K
Employer EIN741904410
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Energy Engineering Associates, Inc.)

Sponsor-wide plan assets over time

All Energy Engineering Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 28.57156622586486% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.8M $37M ▲ +28.6%
Year Plans Participants Total Assets
2022 2 267 $29M
2023 2 253 $33M
2024 2 237 $37M

Nearby ESOP Plans in Texas

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

Energy Engineering Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50510152025 Total assets ($B) Participants Energy Engineering Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.017369931 · Participants: 138Energy Engineering Associates, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 20.550345006 · Participants: 2620Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.519630506 · Participants: 690Highland Homes Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.495132236 · Participants: 818Cactus Feeders, Inc. Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.421653441 · Participants: 5325Austin Industries Employee Stock Ownership PlanLja Engineering ESOP, Total assets ($B): 0.352817177 · Participants: 1298Lja Engineering ESOP
Energy Engineering Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Energy Engineering Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Energy Engineering Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Beck Oil Company of Illinois Employee Stock Ownership Plan in IL ($17M); by covered participants it is Metcut Employee Stock Ownership Trust in OH (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 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 Energy Engineering Associates, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Energy Engineering Associates, Inc. Employee Stock Ownership Plan edged down modestly - down 1.0% during 2022, from $18M to $17M. Reported net income was -$183K.
How have Energy Engineering Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Energy Engineering Associates, Inc.'s sponsor-wide assets grew 28.6%, from $29M to $37M.
Where does Energy Engineering Associates, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Energy Engineering Associates, Inc. Employee Stock Ownership Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Energy Engineering Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Beck Oil Company of Illinois Employee Stock Ownership Plan in IL ($17M, 138 participants).
Which ESOP plans cover a similar participant headcount to Energy Engineering Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Metcut Employee Stock Ownership Trust in OH (138 participants, $26M 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 741904410.

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.