ESOP · DOL Form 5500 · 2022
Notch Welding & Mechanical Contractors, Inc. ESOP
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 96
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $78,229
- Avg per participant Below avg balance/head
Official DOL plan name: Notch Employee Stock Ownership Plan · Sponsored by Notch Welding & Mechanical Contractors, Inc. · Massachusetts · Construction
$8M in assets, 96 participants
Notch Welding & Mechanical Contractors, Inc.'s Notch Employee Stock Ownership Plan reported $8M in total assets and 96 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.
- #5,819 in Construction (9,927 peers)
Notch Welding & Mechanical Contractors, Inc. multi-year trail
Notch Welding & Mechanical Contractors, Inc.'s plans moved +55.5% in assets from 2022 to 2024; this filing shows Notch Employee Stock Ownership Plan at $8M / 96 participants.
- #5,819
- in Construction (9,927 peers)
- +174.3%
- assets growth YoY
Notch Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers
Notch Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,510,000 Top 41% higher than 59% 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
Notch Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Notch Employee Stock Ownership Plan is a small filing (96 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 042587894 · Notch Welding & Mechanical Contractors, Inc. PY 2022 · ESOP
Notch Employee Stock Ownership Plan · $8M · 96 · 59th
- PART $8M
- PART 96
- PART 59th
- PART ESOP
- PART near Perteet Inc. Employee Stock Ownership Plan and Trust
- PART ind #5819
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 Massachusetts →
Notch Employee Stock Ownership Plan in the asset neighbourhood
Notch Welding & Mechanical Contractors, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Notch Welding & Mechanical Contractors, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 55.52596537949401% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 96 | $8M |
| 2023 | 1 | 95 | $11M |
| 2024 | 1 | 92 | $12M |
Notch Welding & Mechanical Contractors, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $5M |
| Employer EIN | 042587894 |
| Plan Effective Date | 2020-04-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Massachusetts
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Consigli Building Group Employee Stock Ownership Plan $495M · 1,315
- The Gillette Company Employee Stock Ownership Plan $381M · 193
- Abt Associates Inc. Employees Stock Ownership Plan $312M · 2,426
- New England Biolabs, Inc. Voting Stock Ownership Plan $272M · 386
- Eastern Bank Employee Stock Ownership Plan $259M · 1,646
Notch Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Massachusetts, the nearest ESOP by assets is Perteet Inc. Employee Stock Ownership Plan and Trust in WA ($8M); by covered participants it is Torrent Employee Stock Ownership Plan in NC (96 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Perteet Inc. Employee Stock Ownership Plan and Trust (WA) $8M · 87
- West Plains Electric Motor Service Inc Employee Stock Ownership Plan and Trust (MO) $8M · 18
- Capital City Electric, Inc. Employee Stock Ownership Plan (OH) $8M · 71
- Precise Products Corporation Employee Stock Ownership Plan (MN) $7M · 74
Similar participant headcount
Nearest other-state filings by covered participants (96 participants); asset peers above are excluded.
- Torrent Employee Stock Ownership Plan (NC) 96 · 0 off
- Citizens Bank Group, Inc. Employee Stock Ownership Plan and Trust (MN) 96 · 0 off
- Gerding Companies, Inc. Employee Stock Ownership Plan and Trust (OR) 96 · 0 off
- First American National Bank Employee Stock Ownership Plan and Trust (MS) 96 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.