ESOP · DOL Form 5500 · 2022

Energy Air, Inc. ESOP

Data updated 2026-08-11

$76M
Total assets
344
Participants
91st
Percentile by assets
$221,517
Avg per participant
PlainRetire home → About this data

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.

  • 91st percentile by assets (of 139,126 plans)
  • #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.

$76M
total plan assets (2022 EOY)
344
covered participants
91st
percentile by assets (of 139,126 plans)
$221,517
avg assets per participant
State
Florida
Industry
Construction

Energy Air, Inc. ESOP vs the 2022 asset distribution

By assets, Energy Air, Inc. ESOP outranks 91% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).

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.)

$60M$80M$100M$120M$140M$160M 202220232024 $81.1M $140M ▲ +72.1%
Total plan assets by year, all Energy Air, Inc. plans on file
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

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. ESOPPublix Super Markets…Raymond James Financ…Thirty Fifteen Emplo…Rsr Employee Stock O…Team Horner Employee…
Energy Air, Inc. ESOP vs. nearby ESOP plans in Florida, assets vs. participants
Compare Energy Air, Inc. ESOP side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Energy Air, Inc. ESOP by total assets, not by location.

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).

Next read for Energy Air, Inc. ESOP

Scale reading

Ways to act on Energy Air, Inc. ESOP's numbers.

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.