ESOP · DOL Form 5500 · 2022

California Sheet Metal Works, Inc. ESOP

Data updated 2026-08-25

$22M
Total assets Small plan by assets
106
Participants Small participant base
78th
Percentile by assets National rank
$204,883
Avg per participant Above avg balance/head
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Official DOL plan name: California Sheet Metal Works, Inc. Employee Stock Ownership Plan · Sponsored by California Sheet Metal Works, Inc. · California · Construction

$22M in assets, 106 participants

California Sheet Metal Works, Inc.'s California Sheet Metal Works, Inc. Employee Stock Ownership Plan reported $22M in total assets and 106 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.

  • #7,724 in Construction (9,927 peers)

Coverage in California

California Sheet Metal Works, Inc. Employee Stock Ownership Plan covers 106 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $22M.

#7,724
in Construction (9,927 peers)
-22.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

California Sheet Metal Works, Inc. Employee Stock Ownership Plan's outsized position by total assets

California Sheet Metal Works, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$21,717,607 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

California Sheet Metal Works, 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. California Sheet Metal Works, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (106 participants).

Plan-year Form 5500 strip

Filing strip 952043027 · California Sheet Metal Works, Inc. PY 2022 · ESOP

California Sheet Metal Works, Inc. Employee Stock Ownership Plan · $22M · 106 · 78th

  • IND $22M
  • IND 106
  • IND 78th
  • IND ESOP
  • IND near Badger Custom Pallets, Inc. Employee Stock Ownership Plan
  • IND ind #7724

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 →

California Sheet Metal Works, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Kocolene Development Corporation Employee Stock Ownership PlanKocolene Development Corpora…$22MCalifornia Sheet Metal Works, Inc. Employee Stock Ownership PlanCalifornia Sheet Metal Works…$22MBadger Custom Pallets, Inc. Employee Stock Ownership PlanBadger Custom Pallets, Inc. …$22MInternational Cars Employee Stock Ownership PlanInternational Cars Employee …$22MVan Kirk Brothers Contracting Employee Stock Ownership PlanVan Kirk Brothers Contractin…$22M
End-of-year total assets ($M) among California Sheet Metal Works, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$20M
Net Income-$6M
Employer EIN952043027
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (California Sheet Metal Works, Inc.)

Sponsor-wide plan assets over time

All California Sheet Metal Works, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 82.3580010449586% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $21.7M $39.6M ▲ +82.3%
Year Plans Participants Total Assets
2022 1 106 $22M
2023 1 80 $28M
2024 1 98 $40M

Nearby ESOP Plans in California

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

California Sheet Metal Works, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants California Sheet Metal Works, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.021717607 · Participants: 106California Sheet Metal Works, 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
California Sheet Metal Works, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare California Sheet Metal Works, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

California Sheet Metal Works, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Badger Custom Pallets, Inc. Employee Stock Ownership Plan in WI ($22M); by covered participants it is Clickstop, Inc. Employee Stock Ownership Plan in IA (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 California Sheet Metal Works, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
California Sheet Metal Works, Inc. Employee Stock Ownership Plan declined sharply - down 22.2% during 2022, from $28M to $22M. Reported net income was -$6M.
How have California Sheet Metal Works, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Sheet Metal Works, Inc.'s sponsor-wide assets grew 82.4%, from $22M to $40M.
Where does California Sheet Metal Works, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
California Sheet Metal Works, 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 California Sheet Metal Works, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Badger Custom Pallets, Inc. Employee Stock Ownership Plan in WI ($22M, 64 participants).
Which ESOP plans cover a similar participant headcount to California Sheet Metal Works, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Clickstop, Inc. Employee Stock Ownership Plan in IA (106 participants, $449K 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 952043027.

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.