ESOP · DOL Form 5500 · 2022

American Mechanical , Inc. ESOP

Data updated 2026-08-11

$5M
Total assets
25
Participants
50th
Percentile by assets
$193,116
Avg per participant
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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.

  • 50th percentile by assets (of 139,126 plans)
  • #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.

$5M
total plan assets (2022 EOY)
25
covered participants
50th
percentile by assets (of 139,126 plans)
$193,116
avg assets per participant
State
Industry

2022 asset move for American Mechanical, Inc. Employee Stock Ownership Plan

Year over year, total assets grew at a solid clip from $4M at the start of 2022 to $5M at year-end (up 12.0%). Net assets closed at -$909K; reported net income $409K.

American Mechanical , Inc. years around the 2022 move

$3M$3.5M$4M$4.5M$5M 202220232024 $4.83M $4.4M ▼ -8.9%
Total plan assets by year, all American Mechanical , Inc. plans on file
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

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,…Parsons Employee Sto…Acco Employee Stock …Rosendin Electric, I…Recology Employee St…Agron, Inc. Employee…
American Mechanical, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to American Mechanical, Inc. Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for American Mechanical, Inc. Employee Stock…

2022 change

Ways to act on American Mechanical, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, American Mechanical, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
  • American Mechanical , Inc.'s sponsor-wide assets have declined 9.0% since 2022 across 3 plan years on file. More Construction plans