ESOP · DOL Form 5500 · 2022

Santas Heating and Air Conditioning ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
42
Participants Small participant base
35th
Percentile by assets National rank
$50,718
Avg per participant Low balance/head
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Official DOL plan name: Santas Heating and Air Conditioning Inc. Employee Stock Ownership Plan · Sponsored by Santas Heating and Air Conditioning · Pennsylvania · Construction

$2M in assets, 42 participants

Santas Heating and Air Conditioning's Santas Heating and Air Conditioning Inc. Employee Stock Ownership Plan reported $2M in total assets and 42 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #3,220 in Construction (9,927 peers)

Santas Heating and Air Conditioning multi-year trail

Santas Heating and Air Conditioning's plans moved +137.1% in assets from 2022 to 2024; this filing shows Santas Heating and Air Conditioning Inc. Employee Stock Ownership Plan at $2M / 42 participants.

#3,220
in Construction (9,927 peers)
-20.2%
assets change YoY

The plan reported a net loss of $308K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Santas Heating and Air Conditioning Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Santas Heating and Air Conditioning Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,130,147 35th percentile higher than 35% 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

Santas Heating and Air Conditioning Inc. 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. Santas Heating and Air Conditioning Inc. Employee Stock Ownership Plan is a small filing (42 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 232475975 · Santas Heating and Air Conditioning PY 2022 · ESOP

Santas Heating and Air Conditioning Inc. Employee Stock Ownership Plan · $2M · 42 · 35th

  • IND $2M
  • IND 42
  • IND 35th
  • IND ESOP
  • IND near Trs Group, Inc. Employee Stock Ownership Plan and Trust
  • IND ind #3220

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 Pennsylvania →

Santas Heating and Air Conditioning Inc. Employee Stock Ownership Plan in the asset neighbourhood

Santas Heating and Air Conditioning Inc. Employee Stock Ownership PlanSantas Heating and Air Condi…$2MTrs Group, Inc. Employee Stock Ownership Plan and TrustTrs Group, Inc. Employee Sto…$2MLbtc Holdings, Inc. Employee Stock Ownership PlanLbtc Holdings, Inc. Employee…$2MEnhanced Capital Partners Employee Stock Ownership PlanEnhanced Capital Partners Em…$2MIndustrial Ceramic Products Employee Stock Ownership PlanIndustrial Ceramic Products …$2M
End-of-year total assets ($M) among Santas Heating and Air Conditioning Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Santas Heating and Air Conditioning multi-year asset trail

Sponsor-wide plan assets over time

All Santas Heating and Air Conditioning plans reported in each filing year

Latest sponsor-wide plan assets
$5M 137.07974144507398% vs 2022
2024 filing year
$1M$2M$3M$4M$5M$6M 202220232024 $2.13M $5.05M ▲ +137.1%
Year Plans Participants Total Assets
2022 1 42 $2M
2023 1 39 $4M
2024 1 42 $5M

Santas Heating and Air Conditioning filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)-$3M
Net Income-$308K
Employer EIN232475975
Plan Effective Date2019-12-30
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Santas Heating and Air Conditioning Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Santas Heating and Air Conditioning Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002130147 · Participants: 42Santas Heating and Air Conditioning Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporation Employee Stock Ownership Plan and TrustNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, Inc. Employee Stock Ownership Plan
Santas Heating and Air Conditioning Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Santas Heating and Air Conditioning Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Santas Heating and Air Conditioning Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Trs Group, Inc. Employee Stock Ownership Plan and Trust in WA ($2M); by covered participants it is Pappageorge Haymes Ltd. ESOP in IL (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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 Santas Heating and Air Conditioning Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Santas Heating and Air Conditioning Inc. Employee Stock Ownership Plan declined sharply - down 20.2% during 2022, from $3M to $2M. Reported net income was -$308K.
How have Santas Heating and Air Conditioning plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Santas Heating and Air Conditioning's sponsor-wide assets grew 137.1%, from $2M to $5M.
Which ESOP plans are similar in size to Santas Heating and Air Conditioning Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Trs Group, Inc. Employee Stock Ownership Plan and Trust in WA ($2M, 61 participants).
Which ESOP plans cover a similar participant headcount to Santas Heating and Air Conditioning Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pappageorge Haymes Ltd. ESOP in IL (42 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 232475975.

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.