ESOP · DOL Form 5500 · 2022

True Air Mechanical, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
264
Participants Below avg headcount
67th
Percentile by assets National rank
$41,687
Avg per participant Low balance/head
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Official DOL plan name: True Air Mechanical, Inc. Employee Stock Ownership Plan · Sponsored by True Air Mechanical, Inc. · California · Construction

$11M in assets, 264 participants

True Air Mechanical, Inc.'s True Air Mechanical, Inc. Employee Stock Ownership Plan reported $11M in total assets and 264 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #6,596 in Construction (9,927 peers)

Coverage in California

True Air Mechanical, Inc. Employee Stock Ownership Plan covers 264 participants in California, about 42% of the average California filer (state average ~630 per filing). Assets: $11M.

#6,596
in Construction (9,927 peers)
+10.8%
assets growth YoY

True Air Mechanical, Inc. Employee Stock Ownership Plan's outsized position by total assets

True Air Mechanical, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$11,005,236 Top 33% higher than 67% 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

True Air Mechanical, Inc. Employee Stock Ownership Plan 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. True Air Mechanical, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (264 participants).

Plan-year Form 5500 strip

Filing strip 273944870 · True Air Mechanical, Inc. PY 2022 · ESOP

True Air Mechanical, Inc. Employee Stock Ownership Plan · $11M · 264 · 67th

  • SCH $11M
  • SCH 264
  • SCH 67th
  • SCH ESOP
  • SCH near Oakdell Egg Farms Inc Employee Stock Ownership Plan
  • SCH ind #6596

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 California →

True Air Mechanical, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Sunhillo Corporation Employee Stock Ownership PlanSunhillo Corporation Employe…$11MTrue Air Mechanical, Inc. Employee Stock Ownership PlanTrue Air Mechanical, Inc. Em…$11MOakdell Egg Farms Inc Employee Stock Ownership PlanOakdell Egg Farms Inc Employ…$11MFragasso Financial Advisors, Inc. Employee Stock Ownership PlanFragasso Financial Advisors,…$11MLincoln County Bancorp, Inc. Employee Stock Ownership PlanLincoln County Bancorp, Inc.…$11M
End-of-year total assets ($M) among True Air Mechanical, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)-$24M
Net Income$4M
Employer EIN273944870
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (True Air Mechanical, Inc.)

Sponsor-wide plan assets over time

All True Air Mechanical, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 160.02022605686724% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $13.8M $35.9M ▲ +160.1%
Year Plans Participants Total Assets
2022 2 518 $14M
2023 2 435 $27M
2024 2 472 $36M

Nearby ESOP Plans in California

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

True Air Mechanical, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants True Air Mechanical, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.011005236 · Participants: 264True Air Mechanical, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
True Air Mechanical, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare True Air Mechanical, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

True Air Mechanical, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Oakdell Egg Farms Inc Employee Stock Ownership Plan in UT ($11M); by covered participants it is Waukesha State Bank Employee Stock Ownership Plan in WI (264 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (264 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 True Air Mechanical, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
True Air Mechanical, Inc. Employee Stock Ownership Plan grew at a solid clip - up 10.8% during 2022, from $10M to $11M. Reported net income was $4M.
How have True Air Mechanical, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), True Air Mechanical, Inc.'s sponsor-wide assets grew 160.0%, from $14M to $36M.
Which ESOP plans are similar in size to True Air Mechanical, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Oakdell Egg Farms Inc Employee Stock Ownership Plan in UT ($11M, 105 participants).
Which ESOP plans cover a similar participant headcount to True Air Mechanical, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Waukesha State Bank Employee Stock Ownership Plan in WI (264 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 273944870.

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.