ESOP · DOL Form 5500 · 2022

R & H Mechanical, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
140
Participants Small participant base
56th
Percentile by assets National rank
$46,588
Avg per participant Low balance/head
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Official DOL plan name: R & H Mechanical, Inc. Employee Stock Ownership Plan · Sponsored by R & H Mechanical, Inc. · Colorado · Construction

$7M in assets, 140 participants

R & H Mechanical, Inc.'s R & H Mechanical, Inc. Employee Stock Ownership Plan reported $7M in total assets and 140 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #5,535 in Construction (9,927 peers)

Coverage in Colorado

R & H Mechanical, Inc. Employee Stock Ownership Plan covers 140 participants in Colorado, about 37% of the average Colorado filer (state average ~376 per filing). Assets: $7M.

#5,535
in Construction (9,927 peers)
+95.6%
assets growth YoY

R & H Mechanical, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

R & H Mechanical, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$6,522,318 Top 44% higher than 56% 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

R & H Mechanical, 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. R & H Mechanical, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (140 participants).

DOL schedule card

Filing strip 320109930 · R & H Mechanical, Inc. PY 2022 · ESOP

R & H Mechanical, Inc. Employee Stock Ownership Plan · $7M · 140 · 56th

  • TYPE $7M
  • TYPE 140
  • TYPE 56th
  • TYPE ESOP
  • TYPE near Lamkin Corporation Employee Stock Ownership Plan
  • TYPE ind #5535

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 Colorado →

R & H Mechanical, Inc. Employee Stock Ownership Plan in the asset neighbourhood

The Cool Hardware Company, Inc. Employee Stock Ownership Plan and TrustThe Cool Hardware Company, I…$7MLeighton Enterprises, Inc. Employee Stock Ownership PlanLeighton Enterprises, Inc. E…$7MR & H Mechanical, Inc. Employee Stock Ownership PlanR & H Mechanical, Inc. Emplo…$7MLamkin Corporation Employee Stock Ownership PlanLamkin Corporation Employee …$7MJames Alexander Corporation Employee Stock Ownership Plan and TrustJames Alexander Corporation …$7M
End-of-year total assets ($M) among R & H Mechanical, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Colorado filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$3M
Employer EIN320109930
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (R & H Mechanical, Inc.)

Sponsor-wide plan assets over time

All R & H Mechanical, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 116.56723791615681% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $10.4M $22.6M ▲ +116.6%
Year Plans Participants Total Assets
2022 2 273 $10M
2023 2 273 $15M
2024 2 351 $23M

Nearby ESOP Plans in Colorado

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

R & H Mechanical, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. 020040060080010001200 -1000100200300 Total assets ($M) Participants R & H Mechanical, Inc. Employee Stock Ownership Plan, Total assets ($M): 6.522318 · Participants: 140R & H Mechanical, Inc. Employee Stock Ownership PlanAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 285.815279 · Participants: 597Alpine Lumber Company Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 232.984751 · Participants: 206Brown Strauss, Inc. Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 217.557758 · Participants: 1013Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 170.68 · Participants: 932Envision Management Holding, Inc. Employee Stock Ownership PlanCatamount Constructors, Inc. Employee Stock Ownership Plan, Total assets ($M): 112.205631 · Participants: 181Catamount Constructors, Inc. Employee Stock Ownership Plan
R & H Mechanical, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare R & H Mechanical, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest ESOP by assets is Lamkin Corporation Employee Stock Ownership Plan in CA ($7M); by covered participants it is Ruscilli Construction Co., Inc. Employee Stock Ownership Plan in OH (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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 R & H Mechanical, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
R & H Mechanical, Inc. Employee Stock Ownership Plan surged - up 95.6% during 2022, from $3M to $7M. Reported net income was $3M.
How have R & H Mechanical, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R & H Mechanical, Inc.'s sponsor-wide assets grew 116.6%, from $10M to $23M.
Which ESOP plans are similar in size to R & H Mechanical, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lamkin Corporation Employee Stock Ownership Plan in CA ($7M, 13 participants).
Which ESOP plans cover a similar participant headcount to R & H Mechanical, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ruscilli Construction Co., Inc. Employee Stock Ownership Plan in OH (140 participants, $8M 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 320109930.

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.