ESOP · DOL Form 5500 · 2022

Energy Air, Inc. ESOP

Data updated 2026-08-25

$76M
Total assets Below avg plan size
344
Participants Below avg headcount
91st
Percentile by assets National rank
$221,517
Avg per participant Above avg balance/head
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Official DOL plan name: Energy Air, Inc. ESOP · Sponsored by Energy Air, Inc. · Florida · Construction

$76M in assets, 344 participants

Energy Air, Inc.'s Energy Air, Inc. ESOP reported $76M in total assets and 344 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #8,910 in Construction (9,927 peers)

Where Energy Air, Inc. ESOP sits by assets

Energy Air, Inc. ESOP sits in the top 10% of all filed plans by assets, $76M for 344 participants (~$221,517/participant), up 11.7% in 2022.

#8,910
in Construction (9,927 peers)
+11.7%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Energy Air, Inc. ESOP's outsized position by total assets

Energy Air, Inc. ESOP vs every filed plan by assets

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

$76,201,950 Top 9% higher than 91% 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

Energy Air, Inc. ESOP 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. Energy Air, Inc. ESOP sits mid-pack in the medium band (344 participants).

Published 5500 schedule card

Filing strip 592040096 · Energy Air, Inc. PY 2022 · ESOP

Energy Air, Inc. ESOP · $76M · 344 · 91st

  • RANK $76M
  • RANK 344
  • RANK 91st
  • RANK ESOP
  • RANK near W. Lease Lewis Company Employee Stock Ownership Plan and Trust
  • RANK ind #8910

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 Florida →

Energy Air, Inc. ESOP in the asset neighbourhood

Tradehome Shoe Stores, Inc. Employee Stock Ownership Plan and TrustTradehome Shoe Stores, Inc. …$76MEnergy Air, Inc. ESOP$76MW. Lease Lewis Company Employee Stock Ownership Plan and TrustW. Lease Lewis Company Emplo…$76MChristian Brothers Automotive Corporation Employee Stock Ownership PlanChristian Brothers Automotiv…$76MBay Cities Container Corporation Employee Stock Ownership PlanBay Cities Container Corpora…$76M
End-of-year total assets ($M) among Energy Air, Inc. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$58M
Net Income$9M
Employer EIN592040096
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Energy Air, Inc.)

Sponsor-wide plan assets over time

All Energy Air, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$140M 72.06124503958587% vs 2022
2024 filing year
$60M$80M$100M$120M$140M$160M 202220232024 $81.1M $140M ▲ +72.1%
Year Plans Participants Total Assets
2022 2 687 $81M
2023 2 675 $94M
2024 2 726 $140M

Nearby ESOP Plans in Florida

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

Energy Air, Inc. ESOP vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Energy Air, Inc. ESOP, Total assets ($B): 0.07620195 · Participants: 344Energy Air, Inc. ESOPPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.726925474 · Participants: 142486Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.661618269 · Participants: 14200Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.425498726 · Participants: 6258Thirty Fifteen Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.309502065 · Participants: 465Rsr Employee Stock Ownership PlanTeam Horner Employee Stock Ownership Plan, Total assets ($B): 0.217088578 · Participants: 448Team Horner Employee Stock Ownership Plan
Energy Air, Inc. ESOP vs. nearby ESOP plans in Florida, assets vs. participants
Compare Energy Air, Inc. ESOP side-by-side with 3 peers →

Energy Air, Inc. ESOP's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is W. Lease Lewis Company Employee Stock Ownership Plan and Trust in WA ($76M); by covered participants it is Liberty Pumps Employee Stock Ownership Plan in NY (344 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (344 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 Energy Air, Inc. ESOP assets move in 2022? ▼
Energy Air, Inc. ESOP grew at a solid clip - up 11.7% during 2022, from $68M to $76M. Reported net income was $9M.
How have Energy Air, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Energy Air, Inc.'s sponsor-wide assets grew 72.1%, from $81M to $140M.
Where does Energy Air, Inc. ESOP rank by assets among Form 5500 filers? ▼
Energy Air, Inc. ESOP ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Energy Air, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by assets is W. Lease Lewis Company Employee Stock Ownership Plan and Trust in WA ($76M, 441 participants).
Which ESOP plans cover a similar participant headcount to Energy Air, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Liberty Pumps Employee Stock Ownership Plan in NY (344 participants, $49M 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 592040096.

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.