ESOP · DOL Form 5500 · 2022

Ams Mechanical Holdings, Inc. ESOP

Data updated 2026-08-25

$21M
Total assets Small plan by assets
132
Participants Small participant base
78th
Percentile by assets National rank
$156,659
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Ams Mechanical Holdings, Inc. · Illinois · Construction

$21M in assets, 132 participants

Ams Mechanical Holdings, Inc.'s Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan reported $21M in total assets and 132 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #7,658 in Construction (9,927 peers)

Coverage in Illinois

Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan covers 132 participants in Illinois, about 17% of the average Illinois filer (state average ~779 per filing). Assets: $21M.

#7,658
in Construction (9,927 peers)
+31.3%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets

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

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

$20,679,052 Top 22% higher than 78% 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

Ams Mechanical Holdings, Inc. 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. Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (132 participants).

Published 5500 schedule card

Filing strip 814368506 · Ams Mechanical Holdings, Inc. PY 2022 · ESOP

Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan · $21M · 132 · 78th

  • VS-ST $21M
  • VS-ST 132
  • VS-ST 78th
  • VS-ST ESOP
  • VS-ST near Delta Consulting Group, Inc. Employee Stock Ownership Plan
  • VS-ST ind #7658

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 Illinois →

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

Geolabs, Inc. Employee Stock Ownership PlanGeolabs, Inc. Employee Stock…$21MAms Mechanical Holdings, Inc. Employee Stock Ownership PlanAms Mechanical Holdings, Inc…$21MDelta Consulting Group, Inc. Employee Stock Ownership PlanDelta Consulting Group, Inc.…$21MHarris & Associates Employee Stock Ownership PlanHarris & Associates Employee…$21MCommercial Tire, Inc. Employee Stock Ownership Plan and TrustCommercial Tire, Inc. Employ…$21M
End-of-year total assets ($M) among Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$5M
Employer EIN814368506
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ams Mechanical Holdings, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$109M 160.02845412689487% vs 2022
2024 filing year
$0M$50M$100M$150M 202220232024 $42.1M $109M ▲ +160.0%
Year Plans Participants Total Assets
2022 2 277 $42M
2023 2 300 $62M
2024 2 327 $109M

Nearby ESOP Plans in Illinois

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

Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.020679052 · Participants: 132Ams Mechanical Holdings, Inc. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.751765578 · Participants: 4361Amsted Industries Incorporated Employees' Stock Ownership PlanOri 401(k) Savings and Profit Sharing Plan, Total assets ($B): 1.70457972 · Participants: 10023Ori 401(k) Savings and Profit Sharing PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.163229548 · Participants: 3905Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 0.970067277 · Participants: 495Scot Forge Company Employee Stock Ownership PlanRli Corp. Employee Stock Ownership Plan, Total assets ($B): 0.341695997 · Participants: 826Rli Corp. Employee Stock Ownership Plan
Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest ESOP by assets is Delta Consulting Group, Inc. Employee Stock Ownership Plan in VA ($21M); by covered participants it is Kappler, Inc. Employee Stock Ownership Plan in AL (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 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 Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan surged - up 31.3% during 2022, from $16M to $21M. Reported net income was $5M.
How have Ams Mechanical Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ams Mechanical Holdings, Inc.'s sponsor-wide assets grew 160.0%, from $42M to $109M.
Where does Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan ranks in the 78th 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 Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Delta Consulting Group, Inc. Employee Stock Ownership Plan in VA ($21M, 61 participants).
Which ESOP plans cover a similar participant headcount to Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Kappler, Inc. Employee Stock Ownership Plan in AL (132 participants, $684K 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 814368506.

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.