ESOP · DOL Form 5500 · 2022
California Sheet Metal Works, Inc. ESOP
Data updated 2026-08-11
- $22M
- Total assets
- 106
- Participants
- 78th
- Percentile by assets
- $204,883
- Avg per participant
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.
- 78th percentile by assets (of 139,126 plans)
- #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.
- $22M
- total plan assets (2022 EOY)
- 106
- covered participants
- 78th
- percentile by assets (of 139,126 plans)
- $204,883
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. California Sheet Metal Works, Inc. Employee Stock Ownership Plan reports 106 participants - about 17% of that state average ($22M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$6M |
| Employer EIN | 952043027 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (California Sheet Metal Works, Inc.)
| 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
- Parsons Employee Stock Ownership Plan $2.9B · 7,804
- Acco Employee Stock Ownership Plan $1.2B · 1,318
- Rosendin Electric, Inc. Employee Stock Ownership Plan $995M · 1,488
- Recology Employee Stock Ownership Plan $462M · 3,560
- Agron, Inc. Employee Stock Ownership Plan $456M · 70
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to California Sheet Metal Works, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Next read for California Sheet Metal Works, Inc. Emplo…
Filing takeaways
Ways to act on California Sheet Metal Works, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, California Sheet Metal Works, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- California Sheet Metal Works, Inc.'s sponsor-wide assets have grown 82.4% since 2022 across 3 plan years on file. More Construction plans