ESOP · DOL Form 5500 · 2022

Refrigeration-Heating, Inc. ESOP

Data updated 2026-08-25

$452K
Total assets Small plan by assets
43
Participants Small participant base
17th
Percentile by assets National rank
$10,502
Avg per participant Low balance/head
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Official DOL plan name: Refrigeration-Heating, Inc. Employee Stock Ownership Plan · Sponsored by Refrigeration-Heating, Inc. · North Dakota · Wholesale Trade

$452K in assets, 43 participants

Refrigeration-Heating, Inc.'s Refrigeration-Heating, Inc. Employee Stock Ownership Plan reported $452K in total assets and 43 participants in its 2022 DOL Form 5500 filing, ranking in the 17th 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.

  • #575 in Wholesale Trade (6,843 peers)

Refrigeration-Heating, Inc. multi-year trail

Refrigeration-Heating, Inc.'s plans moved +867.3% in assets from 2022 to 2024; this filing shows Refrigeration-Heating, Inc. Employee Stock Ownership Plan at $452K / 43 participants.

#575
in Wholesale Trade (6,843 peers)
+100.3%
assets growth YoY

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

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

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

$451,588 17th percentile higher than 17% 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

Refrigeration-Heating, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Refrigeration-Heating, Inc. Employee Stock Ownership Plan is a small filing (43 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 450352129 · Refrigeration-Heating, Inc. PY 2022 · ESOP

Refrigeration-Heating, Inc. Employee Stock Ownership Plan · $452K · 43 · 17th

  • NET $452K
  • NET 43
  • NET 17th
  • NET ESOP
  • NET near Lending Solutions, Inc. ESOP
  • NET ind #575

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 North Dakota →

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

Refrigeration-Heating, Inc. Employee Stock Ownership PlanRefrigeration-Heating, Inc. …$452KLending Solutions, Inc. ESOP$451KNew Mexico First Financial, Inc. Employee Stock Ownership PlanNew Mexico First Financial, …$450KClickstop, Inc. Employee Stock Ownership PlanClickstop, Inc. Employee Sto…$449KBean Maine Lobster, Inc. Employee Stock Ownership PlanBean Maine Lobster, Inc. Emp…$449K
End-of-year total assets ($M) among Refrigeration-Heating, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Refrigeration-Heating, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Refrigeration-Heating, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 867.3332772350019% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $0.45M $4.37M ▲ +871.1%
Year Plans Participants Total Assets
2022 1 43 $452K
2023 1 41 $3M
2024 1 41 $4M

Refrigeration-Heating, Inc. filing trail (2022)

Total Assets (Beginning of Year)$225K
Net Assets (End of Year)$452K
Net Income$226K
Employer EIN450352129
Plan Effective Date2021-03-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in North Dakota

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

Refrigeration-Heating, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Dakota, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.5 Total assets ($B) Participants Refrigeration-Heating, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000451588 · Participants: 43Refrigeration-Heating, Inc. Employee Stock Ownership PlanBorder States Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.106185018 · Participants: 2781Border States Industries, Inc. Employee Stock Ownership PlanScheels Employee Stock Ownership Plan, Total assets ($B): 0.761655102 · Participants: 3187Scheels Employee Stock Ownership PlanDakota Supply Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.234297255 · Participants: 616Dakota Supply Group, Inc. Employee Stock Ownership PlanUlteig, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.137364473 · Participants: 778Ulteig, Inc. Employee Stock Ownership PlanUlteig, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.137364473 · Participants: 778Ulteig, Inc. Employee Stock Ownership Plan
Refrigeration-Heating, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Dakota, assets vs. participants
Compare Refrigeration-Heating, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Refrigeration-Heating, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Dakota, the nearest ESOP by assets is Lending Solutions, Inc. ESOP in IL ($451K); by covered participants it is Sacred Wind Employee Stock Ownership Plan in NM (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 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 Refrigeration-Heating, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Refrigeration-Heating, Inc. Employee Stock Ownership Plan surged - up 100.3% during 2022, from $225K to $452K. Reported net income was $226K.
How have Refrigeration-Heating, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Refrigeration-Heating, Inc.'s sponsor-wide assets grew 867.3%, from $452K to $4M.
Where does Refrigeration-Heating, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Refrigeration-Heating, Inc. Employee Stock Ownership Plan ranks in the 17th 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 Refrigeration-Heating, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lending Solutions, Inc. ESOP in IL ($451K, 441 participants).
Which ESOP plans cover a similar participant headcount to Refrigeration-Heating, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sacred Wind Employee Stock Ownership Plan in NM (43 participants, $7M 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 450352129.

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.