ESOP · DOL Form 5500 · 2022

Custom Holdings, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
32
Participants Small participant base
51st
Percentile by assets National rank
$160,332
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Custom Aire, Inc. ESOP · Sponsored by Custom Holdings, Inc. · North Dakota · Construction

$5M in assets, 32 participants

Custom Holdings, Inc.'s Custom Aire, Inc. ESOP reported $5M in total assets and 32 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #4,981 in Construction (9,927 peers)

Custom Holdings, Inc. multi-year trail

Custom Holdings, Inc.'s plans moved +53.5% in assets from 2022 to 2024; this filing shows Custom Aire, Inc. ESOP at $5M / 32 participants.

#4,981
in Construction (9,927 peers)
+18.1%
assets growth YoY

Custom Aire, Inc. ESOP's mid-pack asset rank among Construction and all filers

Custom Aire, Inc. ESOP vs every filed plan by assets

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

$5,130,624 Top 49% higher than 51% 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

Custom Aire, Inc. ESOP among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Custom Aire, Inc. ESOP is a small filing (32 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 452900982 · Custom Holdings, Inc. PY 2022 · ESOP

Custom Aire, Inc. ESOP · $5M · 32 · 51st

  • VS-ST $5M
  • VS-ST 32
  • VS-ST 51st
  • VS-ST ESOP
  • VS-ST near Iroquois Federal Savings and Loan Association Employee Stock Ownership Plan
  • VS-ST ind #4981

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 →

Custom Aire, Inc. ESOP in the asset neighbourhood

Custom Aire, Inc. ESOP$5MIroquois Federal Savings and Loan Association Employee Stock Ownership PlanIroquois Federal Savings and…$5MBaker Electric Employee Stock Ownership PlanBaker Electric Employee Stoc…$5MWtg Employee Stock Ownership PlanWtg Employee Stock Ownership…$5MRose International Employee Stock Ownership PlanRose International Employee …$5M
End-of-year total assets ($M) among Custom Aire, Inc. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Custom Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Custom Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 53.46511457475738% vs 2022
2024 filing year
$4M$5M$6M$7M$8M$9M 202220232024 $5.13M $7.87M ▲ +53.4%
Year Plans Participants Total Assets
2022 1 32 $5M
2023 1 31 $7M
2024 1 33 $8M

Custom Holdings, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$925K
Employer EIN452900982
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in North Dakota

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

Custom Aire, Inc. ESOP vs. nearby ESOP plans in North Dakota, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.5 Total assets ($B) Participants Custom Aire, Inc. ESOP, Total assets ($B): 0.005130624 · Participants: 32Custom Aire, Inc. ESOPBorder 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
Custom Aire, Inc. ESOP vs. nearby ESOP plans in North Dakota, assets vs. participants
Compare Custom Aire, Inc. ESOP side-by-side with 3 peers →

Custom Aire, Inc. ESOP's out-of-state ESOP peers by assets and headcount

Outside North Dakota, the nearest ESOP by assets is Iroquois Federal Savings and Loan Association Employee Stock Ownership Plan in IL ($5M); by covered participants it is Ses Environmental Employee Stock Ownership Plan and Trust in IN (32 participants). Same-state nearby plans are listed separately above.

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 Custom Aire, Inc. ESOP assets move in 2022? ▼
Custom Aire, Inc. ESOP grew sharply - up 18.1% during 2022, from $4M to $5M. Reported net income was $925K.
How have Custom Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Custom Holdings, Inc.'s sponsor-wide assets grew 53.5%, from $5M to $8M.
Which ESOP plans are similar in size to Custom Aire, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by assets is Iroquois Federal Savings and Loan Association Employee Stock Ownership Plan in IL ($5M, 95 participants).
Which ESOP plans cover a similar participant headcount to Custom Aire, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Ses Environmental Employee Stock Ownership Plan and Trust in IN (32 participants, $3M 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 452900982.

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.