ESOP · DOL Form 5500 · 2022

Air Conditioning & Heating Service Co ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
9
Participants Small participant base
27th
Percentile by assets National rank
$129,202
Avg per participant Near avg balance/head
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Official DOL plan name: Air Conditioning & Heating Service Company Employee Stock Ownership Plan · Sponsored by Air Conditioning & Heating Service Co · New Mexico · Construction

$1M in assets, 9 participants

Air Conditioning & Heating Service Co's Air Conditioning & Heating Service Company Employee Stock Ownership Plan reported $1M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.

  • #2,346 in Construction (9,927 peers)

What the 2022 filing shows

Air Conditioning & Heating Service Company Employee Stock Ownership Plan holds $1M for 9 participants - about $129,202 per participant, in the lower half of filed plans by assets.

#2,346
in Construction (9,927 peers)
+7.2%
assets growth YoY

Air Conditioning & Heating Service Company Employee Stock Ownership Plan among the smaller filed plans by assets

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

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

$1,162,821 27th percentile higher than 27% 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

Air Conditioning & Heating Service Company Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Air Conditioning & Heating Service Company Employee Stock Ownership Plan is a micro filing (9 participants), the leftmost band.

DOL schedule card

Filing strip 850219210 · Air Conditioning & Heating Service Co PY 2022 · ESOP

Air Conditioning & Heating Service Company Employee Stock Ownership Plan · $1M · 9 · 27th

  • EBSA $1M
  • EBSA 9
  • EBSA 27th
  • EBSA ESOP
  • EBSA near Soiltest Farm Consultants, Inc Employee Stock Ownership Plan
  • EBSA ind #2346

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 New Mexico →

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

Security Bancorp, Inc. Employee Stock Ownership PlanSecurity Bancorp, Inc. Emplo…$1MJet Rubber Company Employee Stock Ownership PlanJet Rubber Company Employee …$1MAir Conditioning & Heating Service Company Employee Stock Ownership PlanAir Conditioning & Heating S…$1MSoiltest Farm Consultants, Inc Employee Stock Ownership PlanSoiltest Farm Consultants, I…$1MDix.Hite ESOP and Trust$1M
End-of-year total assets ($M) among Air Conditioning & Heating Service Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$84K
Employer EIN850219210
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Air Conditioning & Heating Service Co)

Sponsor-wide plan assets over time

All Air Conditioning & Heating Service Co plans reported in each filing year

Latest sponsor-wide plan assets
$1M 0.49904499488743326% vs 2022
2024 filing year
$1.1M$1.15M$1.2M$1.25M$1.3M$1.35M 202220232024 $1.16M $1.16M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 9 $1M
2023 1 10 $1M
2024 1 7 $1M

Nearby ESOP Plans in New Mexico

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

Air Conditioning & Heating Service Company Employee Stock Ownership Plan vs. nearby ESOP plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600 Total assets ($M) Participants Air Conditioning & Heating Service Company Employee Stock Ownership Plan, Total assets ($M): 1.162821 · Participants: 9Air Conditioning & Heating Service Company Employee Stock Ownership PlanEmployee Stock Ownership Plan of Applied Research Associates, Inc., Total assets ($M): 462.103687 · Participants: 1640Employee Stock Ownership Plan of Applied Research Associates, Inc.Ppic Employee Stock Ownership Plan, Total assets ($M): 43.6561 · Participants: 131Ppic Employee Stock Ownership PlanCitizens Bank Employee Stock Ownership and Retirement Savings Plan, Total assets ($M): 22.609578 · Participants: 96Citizens Bank Employee Stock Ownership and Retirement Savings PlanCommerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan, Total assets ($M): 15.165201 · Participants: 16Commerce Bancshares of Roswell, Inc. Employee Stock Ownership PlanMiller Engineers, Inc. Employee Stock Ownership Plan, Total assets ($M): 14.155084 · Participants: 241Miller Engineers, Inc. Employee Stock Ownership Plan
Air Conditioning & Heating Service Company Employee Stock Ownership Plan vs. nearby ESOP plans in New Mexico, assets vs. participants
Compare Air Conditioning & Heating Service Company Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New Mexico, the nearest ESOP by assets is Soiltest Farm Consultants, Inc Employee Stock Ownership Plan in WA ($1M); by covered participants it is Stowe Insurance Agency, Inc. Employee Stock Ownership Plan in VT (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Air Conditioning & Heating Service Company Employee Stock Ownership Plan assets move in 2022? ▼
Air Conditioning & Heating Service Company Employee Stock Ownership Plan grew at a solid clip - up 7.2% during 2022, from $1M to $1M. Reported net income was $84K.
How have Air Conditioning & Heating Service Co plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Air Conditioning & Heating Service Co's sponsor-wide assets declined 0.5%, from $1M to $1M.
Which ESOP plans are similar in size to Air Conditioning & Heating Service Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Soiltest Farm Consultants, Inc Employee Stock Ownership Plan in WA ($1M, 9 participants).
Which ESOP plans cover a similar participant headcount to Air Conditioning & Heating Service Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Stowe Insurance Agency, Inc. Employee Stock Ownership Plan in VT (9 participants, N/A 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 850219210.

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.