ESOP · DOL Form 5500 · 2022

Norman S. Wright Mechanical Equipment Corporation ESOP

Data updated 2026-08-11

$23M
Total assets: 241
Participants: 79th
Percentile by assets: $95,202
Avg per participant

Official DOL plan name: Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan · Sponsored by Norman S. Wright Mechanical Equipment Corporation · California · Wholesale Trade

$23M in assets, 241 participants

Norman S. Wright Mechanical Equipment Corporation's Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan reported $23M in total assets and 241 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

79th percentile by assets (of 139,126 plans)
#5,332 in Wholesale Trade (6,843 peers)

Coverage in California

Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan covers 241 participants in California, about 38% of the average California filer (state average ~630 per filing). Assets: $23M.

$23M
total plan assets (2022 EOY): 241
covered participants: 79th
percentile by assets (of 139,126 plans): $95,202
avg assets per participant

Where Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan sits by total assets

Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan vs every filed plan by assets

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

$22,943,673 Top 21% higher than 79% of 139,123 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

State

California

Industry

Wholesale Trade

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan reports 241 participants - about 38% of that state average ($23M EOY assets).

California filing particulars

Total Assets (Beginning of Year)	$18M
Net Assets (End of Year)	$23M
Net Income	$8M
Employer EIN	942872220
Plan Effective Date	2018-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Norman S. Wright Mechanical Equipment Corporation)

Total plan assets by year, all Norman S. Wright Mechanical Equipment Corporation plans on file

Year	Plans	Participants	Total Assets
2022	2	421	$74M
2023	2	430	$93M
2024	2	435	$107M

Nearby ESOP Plans in California

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

Norman S. Wright Mechanical Equipment Corp 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

Compare Norman S. Wright Mechanical Equipment Co… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan by total assets, not by location.

Pose Group, Inc. Employee Stock Ownership Plan (AL) $23M · 2
Gha Technologies, Inc. Employee Stock Ownership Plan (AZ) $23M · 169
Bridges Health Employee Stock Ownership Plan (OK) $23M · 1,655
Streimer Sheet Metal Works, Inc. Amended and Restated Employee Stock Ownership Plan (OR) $23M · 45

Frequently Asked Questions

How did Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan assets move in 2022? ▼

Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan grew sharply - up 26.8% during 2022, from $18M to $23M. Reported net income was $8M.

How have Norman S. Wright Mechanical Equipment Corporation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Norman S. Wright Mechanical Equipment Corporation's sponsor-wide assets grew 44.0%, from $74M to $107M.

Where does Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).

Which ESOP plans are similar in size to Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Pose Group, Inc. Employee Stock Ownership Plan in AL ($23M, 2 participants).

Next read for Norman S. Wright Mechanical Equipment Co…

Filing takeaways

Ways to act on Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan's numbers.

By total assets, Norman S. Wright Mechanical Equipment Corp 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
Norman S. Wright Mechanical Equipment Corporation's sponsor-wide assets have grown 44.0% since 2022 across 3 plan years on file. More Wholesale Trade plans

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 942872220.