ESOP · DOL Form 5500 · 2022

Standard Heating & Air Conditioning ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
133
Participants Small participant base
37th
Percentile by assets National rank
$18,872
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Standard Heating & Air Conditioning Employee Stock Ownership Plan · Sponsored by Standard Heating & Air Conditioning · Nebraska · Construction

$3M in assets, 133 participants

Standard Heating & Air Conditioning's Standard Heating & Air Conditioning Employee Stock Ownership Plan reported $3M in total assets and 133 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #3,507 in Construction (9,927 peers)

Coverage in Nebraska

Standard Heating & Air Conditioning Employee Stock Ownership Plan covers 133 participants in Nebraska, about 24% of the average Nebraska filer (state average ~552 per filing). Assets: $3M.

#3,507
in Construction (9,927 peers)
+120.2%
assets growth YoY

Standard Heating & Air Conditioning Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Standard Heating & Air Conditioning Employee Stock Ownership Plan vs every filed plan by assets

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

$2,510,000 37th percentile higher than 37% 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

Standard Heating & Air Conditioning 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. Standard Heating & Air Conditioning Employee Stock Ownership Plan sits mid-pack in the medium band (133 participants).

EBSA filing schedule strip

Filing strip 470593196 · Standard Heating & Air Conditioning PY 2022 · ESOP

Standard Heating & Air Conditioning Employee Stock Ownership Plan · $3M · 133 · 37th

  • NET $3M
  • BOOK 133
  • VS-ST 37th
  • BOY ESOP
  • SCH near Efh ESOP, Inc. Employee Stock Ownership Plan
  • EBSA ind #3507

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 Nebraska →

Standard Heating & Air Conditioning Employee Stock Ownership Plan in the asset neighbourhood

Century Next Bank Amended and Restated Employee Stock Ownership PlanCentury Next Bank Amended an…$3MStandard Heating & Air Conditioning Employee Stock Ownership PlanStandard Heating & Air Condi…$3MEfh ESOP, Inc. Employee Stock Ownership PlanEfh ESOP, Inc. Employee Stoc…$3MPappageorge Haymes Ltd. ESOP$3MNmr Group Employee Stock Ownership PlanNmr Group Employee Stock Own…$3M
End-of-year total assets ($M) among Standard Heating & Air Conditioning Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Nebraska filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)-$6M
Net Income$2M
Employer EIN470593196
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Standard Heating & Air Conditioning)

Sponsor-wide plan assets over time

All Standard Heating & Air Conditioning plans reported in each filing year

Latest sponsor-wide plan assets
$20M 126.69984329019483% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $8.78M $19.9M ▲ +126.5%
Year Plans Participants Total Assets
2022 2 283 $9M
2023 2 281 $14M
2024 2 316 $20M

Nearby ESOP Plans in Nebraska

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

Standard Heating & Air Conditioning Employee Stock Ownership Plan vs. nearby ESOP plans in Nebraska, assets vs. participants Scatter plot of 6 data points. 02004006008001000 -1000100200300400 Total assets ($M) Participants Standard Heating & Air Conditioning Employee Stock Ownership Plan, Total assets ($M): 2.51 · Participants: 133Standard Heating & Air Conditioning Employee Stock Ownership PlanMead Lumber Company Employee Stock Ownership Plan and Trust, Total assets ($M): 380.222279 · Participants: 856Mead Lumber Company Employee Stock Ownership Plan and TrustTaylor & Martin Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 184.261756 · Participants: 64Taylor & Martin Enterprises, Inc. Employee Stock Ownership PlanBuilders Supply Co. , Inc. Employee Stock Ownership Plan, Total assets ($M): 117.431356 · Participants: 232Builders Supply Co. , Inc. Employee Stock Ownership PlanMajors Plastics, Inc. Employee Stock Ownership Plan, Total assets ($M): 95.944292 · Participants: 394Majors Plastics, Inc. Employee Stock Ownership PlanCommonwealth Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 92.045042 · Participants: 169Commonwealth Holdings, Inc. Employee Stock Ownership Plan
Standard Heating & Air Conditioning Employee Stock Ownership Plan vs. nearby ESOP plans in Nebraska, assets vs. participants
Compare Standard Heating & Air Conditioning Employee Stock Ownership Plan side-by-side with 3 peers →

Standard Heating & Air Conditioning Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Nebraska, the nearest ESOP by assets is Efh ESOP, Inc. Employee Stock Ownership Plan in CO ($3M); by covered participants it is Action Sales Employee Stock Ownership Plan in CA (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Standard Heating & Air Conditioning Employee Stock Ownership Plan assets move in 2022? ▼
Standard Heating & Air Conditioning Employee Stock Ownership Plan surged - up 120.2% during 2022, from $1M to $3M. Reported net income was $2M.
How have Standard Heating & Air Conditioning plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Standard Heating & Air Conditioning's sponsor-wide assets grew 126.7%, from $9M to $20M.
Which ESOP plans are similar in size to Standard Heating & Air Conditioning Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Efh ESOP, Inc. Employee Stock Ownership Plan in CO ($3M, 30 participants).
Which ESOP plans cover a similar participant headcount to Standard Heating & Air Conditioning Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Action Sales Employee Stock Ownership Plan in CA (133 participants, $20M 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 470593196.

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.