ESOP · DOL Form 5500 · 2022

Thermal Engineering of Arizona,Inc. ESOP

Data updated 2026-08-25

$386K
Total assets Small plan by assets
20
Participants Small participant base
16th
Percentile by assets National rank
$19,323
Avg per participant Low balance/head
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Official DOL plan name: Thermal Engineering of Arizona, Inc. · Sponsored by Thermal Engineering of Arizona,Inc. · Arizona · Manufacturing

$386K in assets, 20 participants

Thermal Engineering of Arizona,Inc.'s Thermal Engineering of Arizona, Inc. reported $386K in total assets and 20 participants in its 2022 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,336 in Manufacturing (20,602 peers)

Thermal Engineering of Arizona,Inc. multi-year trail

Thermal Engineering of Arizona,Inc.'s plans moved +99.4% in assets from 2022 to 2024; this filing shows Thermal Engineering of Arizona, Inc. at $386K / 20 participants.

#1,336
in Manufacturing (20,602 peers)
-0.5%
assets change YoY

Thermal Engineering of Arizona, Inc. among the smaller filed plans by assets

Thermal Engineering of Arizona, Inc. vs every filed plan by assets

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

$386,463 16th percentile higher than 16% 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

Thermal Engineering of Arizona, Inc. among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Thermal Engineering of Arizona, Inc. is a small filing (20 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 860347060 · Thermal Engineering of Arizona,Inc. PY 2022 · ESOP

Thermal Engineering of Arizona, Inc. · $386K · 20 · 16th

  • PCT $386K
  • PCT 20
  • PCT 16th
  • PCT ESOP
  • PCT near Intervine, Inc. Employee Stock Ownership Plan
  • PCT ind #1336

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 Arizona →

Thermal Engineering of Arizona, Inc. in the asset neighbourhood

Thermal Engineering of Arizona, Inc.Thermal Engineering of Arizo…$386KIntervine, Inc. Employee Stock Ownership PlanIntervine, Inc. Employee Sto…$387KNge Employee Stock Ownership PlanNge Employee Stock Ownership…$388KLinco Holdings, Inc. Employee Stock Ownership PlanLinco Holdings, Inc. Employe…$384KBerrett-Koehler Publishers, Inc. Employee Stock Ownership PlanBerrett-Koehler Publishers, …$383K
End-of-year total assets ($M) among Thermal Engineering of Arizona, Inc. and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Thermal Engineering of Arizona,Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Thermal Engineering of Arizona,Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$771K 99.38700470678953% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M$1M 202220232024 $0.39M $0.77M ▲ +97.4%
Year Plans Participants Total Assets
2022 1 20 $386K
2023 1 22 $766K
2024 1 23 $771K

Thermal Engineering of Arizona,Inc. filing trail (2022)

Total Assets (Beginning of Year)$388K
Net Assets (End of Year)$386K
Net Income$58
Employer EIN860347060
Plan Effective Date2002-03-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Arizona

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

Thermal Engineering of Arizona, Inc. vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -2000200400600800 Total assets ($M) Participants Thermal Engineering of Arizona, Inc., Total assets ($M): 0.386463 · Participants: 20Thermal Engineering of Arizona, Inc.The Sundt Companies Employee Stock Ownership Plan, Total assets ($M): 653.823941 · Participants: 1879The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($M): 498.168071 · Participants: 18179U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($M): 309.035135 · Participants: 235Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($M): 190.288581 · Participants: 1362Pima Medical Institute Employee Stock Ownership PlanRvr Employee Stock Ownership Plan, Total assets ($M): 144.534583 · Participants: 139Rvr Employee Stock Ownership Plan
Thermal Engineering of Arizona, Inc. vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Thermal Engineering of Arizona, Inc. side-by-side with 3 peers →

Thermal Engineering of Arizona, Inc.'s out-of-state ESOP peers by assets and headcount

Outside Arizona, the nearest ESOP by assets is Intervine, Inc. Employee Stock Ownership Plan in CA ($387K); by covered participants it is Mckenzie Supply Company Employee Stock Ownership Plan in NC (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Thermal Engineering of Arizona, Inc. assets move in 2022? ▼
Thermal Engineering of Arizona, Inc. held essentially flat - down 0.5% during 2022, from $388K to $386K. Reported net income was $58.
How have Thermal Engineering of Arizona,Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Thermal Engineering of Arizona,Inc.'s sponsor-wide assets grew 99.4%, from $386K to $771K.
Where does Thermal Engineering of Arizona, Inc. rank by assets among Form 5500 filers? ▼
Thermal Engineering of Arizona, Inc. ranks in the 16th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Thermal Engineering of Arizona, Inc.? ▼
Among ESOP plans in other states, the closest by assets is Intervine, Inc. Employee Stock Ownership Plan in CA ($387K, 19 participants).
Which ESOP plans cover a similar participant headcount to Thermal Engineering of Arizona, Inc.? ▼
Among ESOP plans in other states, the closest by covered participants is Mckenzie Supply Company Employee Stock Ownership Plan in NC (20 participants, $4M 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 860347060.

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.