ESOP · DOL Form 5500 · 2023

Southern California Air Conditioning Supply Co., Inc. ESOP

Data updated 2026-08-25

N/A
Total assets —
9
Participants Small participant base
PlainRetire home → About this data RSS: change history

Official DOL plan name: Southern California Air Conditioning Supply Co., Inc. Employee Stock Ownership Plan and Trust · Sponsored by Southern California Air Conditioning Supply Co., Inc. · California · Other Services

N/A in assets, 9 participants

Southern California Air Conditioning Supply Co., Inc.'s Southern California Air Conditioning Supply Co., Inc. Employee Stock Ownership Plan and Trust reported N/A in total assets and 9 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

What the 2023 filing shows

Southern California Air Conditioning Supply Co., Inc. Employee Stock Ownership Plan and Trust holds N/A for 9 participants.

-$553K
reported net income

The plan reported a net loss of $553K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southern California Air Conditioning Supply Co., Inc. Employee Stock Ownership Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern California Air Conditioning Supply Co., Inc. Employee Stock Ownership Plan and Trust is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern California Air Conditioning Supply Co., Inc. Employee Stock Ownership Plan and Trust reported net income fell from -$311K in the plan year 2022 filing to -$553K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 330050104 · Southern California Air Conditioning Supply Co., Inc. PY 2023 · ESOP

Southern California Air Conditioning Supply Co., Inc. Employee Stock Ownership Plan and Trust · N/A · 9

  • 5500 N/A
  • ASSETS 9
  • PCT PY 2023
  • EIN ESOP
  • RANK near William F. Nelson Electric, Inc. Employee Stock Ownership Plan
  • PHOTO -$553K

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 →

Filing particulars (2023)

Total Assets (Beginning of Year)$553K
Net Assets (End of Year)N/A
Net Income-$553K
Employer EIN330050104
Plan Effective Date1985-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern California Air Conditioning Supply Co., Inc.)

Sponsor-wide plan assets over time

All Southern California Air Conditioning Supply Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$0.2M$0.4M$0.6M$0.8M 20222023 $0.55M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 9 $553K
2023 1 9 N/A

Nearby ESOP Plans in California

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

Southern California Air Conditioning Supply Co., Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 5 data points. -20000200040006000800010000 01234 Total assets ($B) Participants Parsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Southern California Air Conditioning Supply Co., Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants
Compare Southern California Air Conditioning Supply Co., Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Southern California Air Conditioning Supply Co., Inc. Employee Stock Ownership Plan and Trust's closest out-of-state ESOP peers by headcount

Outside California, the nearest ESOP by covered participants is William F. Nelson Electric, Inc. Employee Stock Ownership Plan in MI (9 participants; this filing: 9 participants).

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Which ESOP plans cover a similar participant headcount to Southern California Air Conditioning Supply Co., Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is William F. Nelson Electric, Inc. Employee Stock Ownership Plan in MI (9 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330050104.

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.