ESOP · DOL Form 5500 · 2022

Poolmaster, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
57
Participants Small participant base
35th
Percentile by assets National rank
$38,692
Avg per participant Low balance/head
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Official DOL plan name: Poolmaster, Inc. Employee Stock Ownership Plan · Sponsored by Poolmaster, Inc. · California · Construction

$2M in assets, 57 participants

Poolmaster, Inc.'s Poolmaster, Inc. Employee Stock Ownership Plan reported $2M in total assets and 57 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.

  • #3,265 in Construction (9,927 peers)

2022 asset change

Poolmaster, Inc. Employee Stock Ownership Plan contracted severely 34.5% in 2022 ($3M → $2M) for 57 participants.

#3,265
in Construction (9,927 peers)
-34.5%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Poolmaster, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Poolmaster, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,205,422 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

Poolmaster, 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. Poolmaster, Inc. Employee Stock Ownership Plan is a small filing (57 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 941460714 · Poolmaster, Inc. PY 2022 · ESOP

Poolmaster, Inc. Employee Stock Ownership Plan · $2M · 57 · 35th

  • TYPE $2M
  • NET 57
  • BOOK 35th
  • VS-ST ESOP
  • BOY near Fire & Risk Alliance Holdings, Inc. Employee Stock Ownership Plan
  • SCH ind #3265

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 →

Poolmaster, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Poolmaster, Inc. Employee Stock Ownership PlanPoolmaster, Inc. Employee St…$2MFire & Risk Alliance Holdings, Inc. Employee Stock Ownership PlanFire & Risk Alliance Holding…$2MHiggins Quasebarth & Partners Holdings, Inc. Employee Stock Ownership PlanHiggins Quasebarth & Partner…$2MPh Acquisition, Inc. Employee Stock Ownership PlanPh Acquisition, Inc. Employe…$2MS. H. Smith and Company, Incorporated Employee Stock Ownership TrustS. H. Smith and Company, Inc…$2M
End-of-year total assets ($M) among Poolmaster, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Poolmaster, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Poolmaster, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$1M$2M$3M 202220232024 $2.21M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 57 $2M
2023 1 60 $997K
2024 1 52 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$1M
Net Income-$1M
Employer EIN941460714
Plan Effective Date2009-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Poolmaster, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Poolmaster, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002205422 · Participants: 57Poolmaster, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Poolmaster, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Poolmaster, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Poolmaster, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Fire & Risk Alliance Holdings, Inc. Employee Stock Ownership Plan in PA ($2M); by covered participants it is Hunzinger Construction Company Employee Stock Ownership Plan in WI (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 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 Poolmaster, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Poolmaster, Inc. Employee Stock Ownership Plan contracted severely - down 34.5% during 2022, from $3M to $2M. Reported net income was -$1M.
Which ESOP plans are similar in size to Poolmaster, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Fire & Risk Alliance Holdings, Inc. Employee Stock Ownership Plan in PA ($2M, 33 participants).
Which ESOP plans cover a similar participant headcount to Poolmaster, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Hunzinger Construction Company Employee Stock Ownership Plan in WI (57 participants, $10M 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 941460714.

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.