ESOP · DOL Form 5500 · 2023

Bensons Heating & Air Conditioning, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
66
Participants Small participant base
36th
Percentile by assets National rank
$47,679
Avg per participant Low balance/head
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Official DOL plan name: Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan · Sponsored by Bensons Heating & Air Conditioning, Inc. · Florida · Construction

$3M in assets, 66 participants

Bensons Heating & Air Conditioning, Inc.'s Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan reported $3M in total assets and 66 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #3,108 in Construction (9,030 peers)

Bensons Heating & Air Conditioning, Inc. multi-year trail

Bensons Heating & Air Conditioning, Inc.'s plans moved +46.7% in assets from 2022 to 2024; this filing shows Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan at $3M / 66 participants.

#3,108
in Construction (9,030 peers)
+16.3%
assets growth YoY

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

Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,146,812 36th percentile higher than 36% of 127,068 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 2023

Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan is a small filing (66 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2022 filing to $441K in the plan year 2023 filing.
  • Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan reported participants fell from 68 in the plan year 2022 filing to 66 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 592893444 · Bensons Heating & Air Conditioning, Inc. PY 2023 · ESOP

Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan · $3M · 66 · 36th

  • BOY $3M
  • SCH 66
  • EBSA 36th
  • PART ESOP
  • TYPE near Salad Savoy Corporation Employee Stock Ownership Plan and Trust
  • NET ind #3108

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 Florida →

Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership PlanBenson's Heating and Air Con…$3MSalad Savoy Corporation Employee Stock Ownership Plan and TrustSalad Savoy Corporation Empl…$3MHuntingdon Valley Bank Employee Stock Ownership PlanHuntingdon Valley Bank Emplo…$3MTruck Equipment, Inc. Employee Stock Ownership PlanTruck Equipment, Inc. Employ…$3MBank of Kilmichael Employee Stock Ownership PlanBank of Kilmichael Employee …$3M
End-of-year total assets ($M) among Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Bensons Heating & Air Conditioning, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bensons Heating & Air Conditioning, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 46.66870413389042% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.71M $3.97M ▲ +46.5%
Year Plans Participants Total Assets
2022 1 68 $3M
2023 1 66 $3M
2024 1 60 $4M

Bensons Heating & Air Conditioning, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$441K
Employer EIN592893444
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.003146812 · Participants: 66Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.810430673 · Participants: 141229Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.836004639 · Participants: 15500Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.390019755 · Participants: 382Rsr Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.367604547 · Participants: 233Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.324400117 · Participants: 5365Thirty Fifteen Employee Stock Ownership Plan
Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Florida, the nearest ESOP by assets is Salad Savoy Corporation Employee Stock Ownership Plan and Trust in CA ($3M); by covered participants it is Pete Moffat Construction Inc. Employee Stock Ownership Plan in CA (66 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (66 participants); asset peers above are excluded.

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

Frequently Asked Questions

How did Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan grew sharply - up 16.3% during 2023, from $3M to $3M. Reported net income was $441K.
How have Bensons Heating & Air Conditioning, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bensons Heating & Air Conditioning, Inc.'s sponsor-wide assets grew 46.7%, from $3M to $4M.
Which ESOP plans are similar in size to Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Salad Savoy Corporation Employee Stock Ownership Plan and Trust in CA ($3M, 1 participant).
Which ESOP plans cover a similar participant headcount to Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pete Moffat Construction Inc. Employee Stock Ownership Plan in CA (66 participants, $4M 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 592893444.

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.