ESOP · DOL Form 5500 · 2022

Control Air Holdings Inc. ESOP

Data updated 2026-08-25

$30M
Total assets Below avg plan size
257
Participants Below avg headcount
83rd
Percentile by assets National rank
$115,184
Avg per participant Below avg balance/head
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Official DOL plan name: Control Air Employee Stock Ownership Plan · Sponsored by Control Air Holdings Inc. · California · Construction

$30M in assets, 257 participants

Control Air Holdings Inc.'s Control Air Employee Stock Ownership Plan reported $30M in total assets and 257 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #8,109 in Construction (9,927 peers)

Coverage in California

Control Air Employee Stock Ownership Plan covers 257 participants in California, about 41% of the average California filer (state average ~630 per filing). Assets: $30M.

#8,109
in Construction (9,927 peers)
+51.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Control Air Employee Stock Ownership Plan's outsized position by total assets

Control Air Employee Stock Ownership Plan vs every filed plan by assets

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

$29,602,197 Top 17% higher than 83% 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

Control Air 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. Control Air Employee Stock Ownership Plan sits mid-pack in the medium band (257 participants).

Form 5500 schedule snapshot

Filing strip 833869630 · Control Air Holdings Inc. PY 2022 · ESOP

Control Air Employee Stock Ownership Plan · $30M · 257 · 83rd

  • RANK $30M
  • RANK 257
  • RANK 83rd
  • RANK ESOP
  • RANK near Ctl Engineering, Inc. Employee Stock Ownership Plan
  • RANK ind #8109

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 →

Control Air Employee Stock Ownership Plan in the asset neighbourhood

Ctl Engineering, Inc. Employee Stock Ownership PlanCtl Engineering, Inc. Employ…$30MControl Air Employee Stock Ownership PlanControl Air Employee Stock O…$30MFinancial Corporation of Louisiana ESOP Stock Ownership PlanFinancial Corporation of Lou…$30MCotterman Companies Employee Stock Ownership PlanCotterman Companies Employee…$30MDalco Industries Inc Employee Stock Ownership PlanDalco Industries Inc Employe…$29M
End-of-year total assets ($M) among Control Air Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)-$61M
Net Income$12M
Employer EIN833869630
Plan Effective Date2018-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Control Air Holdings Inc.)

Sponsor-wide plan assets over time

All Control Air Holdings Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 59.454046603365285% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $29.6M $47.2M ▲ +59.5%
Year Plans Participants Total Assets
2022 1 257 $30M
2023 1 246 $46M
2024 1 255 $47M

Nearby ESOP Plans in California

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

Control Air Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Control Air Employee Stock Ownership Plan, Total assets ($B): 0.029602197 · Participants: 257Control Air Employee Stock Ownership PlanParsons 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
Control Air Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Control Air Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Ctl Engineering, Inc. Employee Stock Ownership Plan in OH ($30M); by covered participants it is Pro2serve Employee Stock Ownership Plan in TN (257 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (257 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 Control Air Employee Stock Ownership Plan assets move in 2022? ▼
Control Air Employee Stock Ownership Plan surged - up 51.8% during 2022, from $20M to $30M. Reported net income was $12M.
How have Control Air Holdings Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Control Air Holdings Inc.'s sponsor-wide assets grew 59.5%, from $30M to $47M.
Where does Control Air Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Control Air Employee Stock Ownership Plan ranks in the 83rd 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 Control Air Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ctl Engineering, Inc. Employee Stock Ownership Plan in OH ($30M, 211 participants).
Which ESOP plans cover a similar participant headcount to Control Air Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pro2serve Employee Stock Ownership Plan in TN (257 participants, $10M in assets).