ESOP · DOL Form 5500 · 2022

Mechanical Holdings, Inc. ESOP

Data updated 2026-08-25

$42M
Total assets Below avg plan size
957
Participants Near avg headcount
86th
Percentile by assets National rank
$43,466
Avg per participant Low balance/head
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Official DOL plan name: 20/20 Plumbing and Heating, Inc. ESOP · Sponsored by Mechanical Holdings, Inc. · California · Construction

$42M in assets, 957 participants

Mechanical Holdings, Inc.'s 20/20 Plumbing and Heating, Inc. ESOP reported $42M in total assets and 957 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #8,412 in Construction (9,927 peers)

Where 20/20 Plumbing and Heating, Inc. ESOP sits by assets

20/20 Plumbing and Heating, Inc. ESOP sits in the top quartile of all filed plans by assets, $42M for 957 participants (~$43,466/participant), down 11.1% in 2022.

#8,412
in Construction (9,927 peers)
-11.1%
assets change YoY
0.4×
vs typical plan assets (national mean)

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.

20/20 Plumbing and Heating, Inc. ESOP's outsized position by total assets

20/20 Plumbing and Heating, Inc. ESOP vs every filed plan by assets

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

$41,596,829 Top 14% higher than 86% 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

20/20 Plumbing and Heating, Inc. ESOP 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. 20/20 Plumbing and Heating, Inc. ESOP sits mid-pack in the medium band (957 participants).

Form 5500 schedule snapshot

Filing strip 814532686 · Mechanical Holdings, Inc. PY 2022 · ESOP

20/20 Plumbing and Heating, Inc. ESOP · $42M · 957 · 86th

  • VS-ST $42M
  • VS-ST 957
  • VS-ST 86th
  • VS-ST ESOP
  • VS-ST near Charles D. Jones & Company, Inc. Employee Stock Ownership Plan
  • VS-ST ind #8412

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 California →

20/20 Plumbing and Heating, Inc. ESOP in the asset neighbourhood

20/20 Plumbing and Heating, Inc. ESOP20/20 Plumbing and Heating, …$42MCharles D. Jones & Company, Inc. Employee Stock Ownership PlanCharles D. Jones & Company, …$42MCharles D. Jones & Company, Inc. Employee Stock Ownership PlanCharles D. Jones & Company, …$42MLunseth Plumbing and Heating Co. ESOPLunseth Plumbing and Heating…$42MThe American National Bank of Texas Employee Stock Ownership PlanThe American National Bank o…$42M
End-of-year total assets ($M) among 20/20 Plumbing and Heating, Inc. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$19M
Net Income-$4M
Employer EIN814532686
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mechanical Holdings, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$42M 1.7523619408585207% vs 2022
2024 filing year
$40.5M$41M$41.5M$42M$42.5M 202220232024 $41.6M $42.3M ▲ +1.8%
Year Plans Participants Total Assets
2022 1 957 $42M
2023 1 766 $41M
2024 1 629 $42M

Nearby ESOP Plans in California

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

20/20 Plumbing and Heating, Inc. ESOP vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants 20/20 Plumbing and Heating, Inc. ESOP, Total assets ($B): 0.041596829 · Participants: 95720/20 Plumbing and Heating, Inc. ESOPParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
20/20 Plumbing and Heating, Inc. ESOP vs. nearby ESOP plans in California, assets vs. participants
Compare 20/20 Plumbing and Heating, Inc. ESOP side-by-side with 3 peers →

20/20 Plumbing and Heating, Inc. ESOP's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Charles D. Jones & Company, Inc. Employee Stock Ownership Plan in MO ($42M); by covered participants it is Plastic Products Company, Inc Employee Stock Ownership Plan & Trust in MN (960 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (957 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 20/20 Plumbing and Heating, Inc. ESOP assets move in 2022? ▼
20/20 Plumbing and Heating, Inc. ESOP pulled back noticeably - down 11.1% during 2022, from $47M to $42M. Reported net income was -$4M.
How have Mechanical Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mechanical Holdings, Inc.'s sponsor-wide assets grew 1.8%, from $42M to $42M.
Where does 20/20 Plumbing and Heating, Inc. ESOP rank by assets among Form 5500 filers? ▼
20/20 Plumbing and Heating, Inc. ESOP ranks in the 86th 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 20/20 Plumbing and Heating, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by assets is Charles D. Jones & Company, Inc. Employee Stock Ownership Plan in MO ($42M, 137 participants).
Which ESOP plans cover a similar participant headcount to 20/20 Plumbing and Heating, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Plastic Products Company, Inc Employee Stock Ownership Plan & Trust in MN (960 participants, $67M 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 814532686.

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.