ESOP · DOL Form 5500 · 2022

Sturm Heating, Inc. ESOP

Data updated 2026-08-25

$34K
Total assets Small plan by assets
N/A
Participants Small participant base
3rd
Percentile by assets National rank
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Official DOL plan name: Sturm Heating, Inc. Employee Stock Ownership Plan · Sponsored by Sturm Heating, Inc. · Washington · Construction

$34K in assets, N/A participants

Sturm Heating, Inc.'s Sturm Heating, Inc. Employee Stock Ownership Plan reported $34K in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 3rd 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.

  • #191 in Construction (9,927 peers)

2022 asset change

Sturm Heating, Inc. Employee Stock Ownership Plan contracted severely 98.5% in 2022 ($2M → $34K) for N/A participants.

#191
in Construction (9,927 peers)
-98.5%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sturm Heating, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Sturm Heating, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$33,570 3rd percentile higher than 3% 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

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

EBSA filing schedule strip

Filing strip 911027478 · Sturm Heating, Inc. PY 2022 · ESOP

Sturm Heating, Inc. Employee Stock Ownership Plan · $34K · N/A · 3rd

  • BOY $34K
  • SCH N/A
  • EBSA 3rd
  • PART ESOP
  • TYPE near Drobs, Inc. Employee Stock Ownership Plan
  • NET ind #191

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 Washington →

Sturm Heating, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Sturm Heating, Inc. Employee Stock Ownership PlanSturm Heating, Inc. Employee…$34KDrobs, Inc. Employee Stock Ownership PlanDrobs, Inc. Employee Stock O…$33KThe Phelps Group Employee Stock Ownership PlanThe Phelps Group Employee St…$34KDiego Springs Holdings, Inc. Employee Stock Ownership and Profit Sharing PlanDiego Springs Holdings, Inc.…$33KSomerset Tire Service Employee Stock Ownership PlanSomerset Tire Service Employ…$34K
End-of-year total assets ($M) among Sturm Heating, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Sturm Heating, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Sturm Heating, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.01M$0.02M$0.03M$0.04M 202220232024 $0.03M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 N/A $34K
2023 1 N/A $16K
2024 1 N/A N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$34K
Net Income-$2M
Employer EIN911027478
Plan Effective Date1992-02-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Washington

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

Sturm Heating, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Washington, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.52 Total assets ($B) Participants Sturm Heating, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00003357 · Participants: 0Sturm Heating, Inc. Employee Stock Ownership PlanSchweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.763037695 · Participants: 3621Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership PlanTriple B Corporation Employee Stock Ownership Plan, Total assets ($B): 0.282617196 · Participants: 1096Triple B Corporation Employee Stock Ownership PlanManson Construction Co. Non-Craft Employee Stock Ownership Plan, Total assets ($B): 0.151972472 · Participants: 322Manson Construction Co. Non-Craft Employee Stock Ownership PlanPoint B, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.142690764 · Participants: 768Point B, Inc. Employee Stock Ownership Plan and TrustThe Plexsys Interface Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.131317752 · Participants: 211The Plexsys Interface Products, Inc. Employee Stock Ownership Plan
Sturm Heating, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Washington, assets vs. participants

Sturm Heating, Inc. Employee Stock Ownership Plan's closest out-of-state ESOP peers by assets

Outside Washington, the nearest ESOP by end-of-year assets is Drobs, Inc. Employee Stock Ownership Plan in FL at $33K (this filing: $34K).

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 Sturm Heating, Inc. Employee Stock Ownership Plan assets move in 2022?
Sturm Heating, Inc. Employee Stock Ownership Plan contracted severely - down 98.5% during 2022, from $2M to $34K. Reported net income was -$2M.
Where does Sturm Heating, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Sturm Heating, Inc. Employee Stock Ownership Plan ranks in the 3rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Sturm Heating, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Drobs, Inc. Employee Stock Ownership Plan in FL ($33K, 10 participants).