ESOP · DOL Form 5500 · 2022

American Mechanical , Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
25
Participants Small participant base
50th
Percentile by assets National rank
$193,116
Avg per participant Above avg balance/head
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Official DOL plan name: American Mechanical, Inc. Employee Stock Ownership Plan · Sponsored by American Mechanical , Inc. · California · Construction

$5M in assets, 25 participants

American Mechanical , Inc.'s American Mechanical, Inc. Employee Stock Ownership Plan reported $5M in total assets and 25 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #4,862 in Construction (9,927 peers)

2022 asset change

American Mechanical, Inc. Employee Stock Ownership Plan grew at a solid clip 12.0% in 2022 ($4M → $5M) for 25 participants.

#4,862
in Construction (9,927 peers)
+12.0%
assets growth YoY

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

American Mechanical, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,827,897 Top 50% higher than 50% 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

American Mechanical, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Mechanical, Inc. Employee Stock Ownership Plan is a small filing (25 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 510593579 · American Mechanical , Inc. PY 2022 · ESOP

American Mechanical, Inc. Employee Stock Ownership Plan · $5M · 25 · 50th

  • NET $5M
  • BOOK 25
  • VS-ST 50th
  • BOY ESOP
  • SCH near Russell Bond & Co. Inc. Employee Stock Ownership Plan
  • EBSA ind #4862

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 →

American Mechanical, Inc. Employee Stock Ownership Plan in the asset neighbourhood

American Mechanical, Inc. Employee Stock Ownership PlanAmerican Mechanical, Inc. Em…$5MRussell Bond & Co. Inc. Employee Stock Ownership PlanRussell Bond & Co. Inc. Empl…$5MAsbury Carbons, Inc. Employee Stock Ownership PlanAsbury Carbons, Inc. Employe…$5MNd Energy Services Management, Inc. Employee Stock Ownership PlanNd Energy Services Managemen…$5MDesman, Inc. Employee Stock Ownership PlanDesman, Inc. Employee Stock …$5M
End-of-year total assets ($M) among American Mechanical, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

American Mechanical , Inc. years around the 2022 move

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$4M 8.964006481497016% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $4.83M $4.4M ▼ -8.9%
Year Plans Participants Total Assets
2022 1 25 $5M
2023 1 22 $3M
2024 1 21 $4M

2022 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)-$909K
Net Income$409K
Employer EIN510593579
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

American Mechanical, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants American Mechanical, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.004827897 · Participants: 25American Mechanical, Inc. 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
American Mechanical, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare American Mechanical, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Russell Bond & Co. Inc. Employee Stock Ownership Plan in NY ($5M); by covered participants it is Econocorp, Inc. Employee Stock Ownership Plan in MA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 American Mechanical, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
American Mechanical, Inc. Employee Stock Ownership Plan grew at a solid clip - up 12.0% during 2022, from $4M to $5M. Reported net income was $409K.
How have American Mechanical , Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Mechanical , Inc.'s sponsor-wide assets declined 9.0%, from $5M to $4M.
Which ESOP plans are similar in size to American Mechanical, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Russell Bond & Co. Inc. Employee Stock Ownership Plan in NY ($5M, N/A participants).
Which ESOP plans cover a similar participant headcount to American Mechanical, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Econocorp, Inc. Employee Stock Ownership Plan in MA (25 participants, $291K 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 510593579.

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.