ESOP · DOL Form 5500 · 2022

Energy Engineering Associates, Inc. ESOP

Data updated 2026-08-11

$17M
Total assets: 138
Participants: 75th
Percentile by assets: $125,869
Avg per participant

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.

75th percentile by assets (of 139,126 plans)
#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.

$17M
total plan assets (2022 EOY): 138
covered participants: 75th
percentile by assets (of 139,126 plans): $125,869
avg assets per participant

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.

Where Energy Engineering Associates, Inc. Employee Stock Ownership Plan sits 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

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

State

Texas

Industry

Professional & Technical Services

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Energy Engineering Associates, Inc. Employee Stock Ownership Plan reports 138 participants - about 20% of that state average ($17M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)	$18M
Net Assets (End of Year)	$17M
Net Income	-$183K
Employer EIN	741904410
Plan Effective Date	2005-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Energy Engineering Associates, Inc.)

Total plan assets by year, all Energy Engineering Associates, Inc. plans on file

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

Sammons Enterprises, Inc. Employee Stock Ownership Plan $20.6B · 2,620
Highland Homes Employee Stock Ownership Plan $520M · 690
Cactus Feeders, Inc. Employee Stock Ownership Plan $495M · 818
Austin Industries Employee Stock Ownership Plan $422M · 5,325
Lja Engineering ESOP $353M · 1,298

Compare Energy Engineering Associates, Inc. Empl… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Energy Engineering Associates, Inc. Employee Stock Ownership Plan by total assets, not by location.

Beck Oil Company of Illinois Employee Stock Ownership Plan (IL) $17M · 138
Jcs Family, Inc Employee Stock Ownership Plan (PA) $17M · 393
R & B Reinforcing Steel Corporation ESOP (CA) $17M · 75
Standard Air & Lite Employee Stock Ownership Plan (PA) $17M · 61

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).

Next read for Energy Engineering Associates, Inc. Empl…

Filing takeaways

Ways to act on Energy Engineering Associates, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Energy Engineering Associates, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Texas. Compare plans
Energy Engineering Associates, Inc.'s sponsor-wide assets have grown 28.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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.