ESOP · DOL Form 5500 · 2022

Monterey Mechanical Co. ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
40
Participants Small participant base
71st
Percentile by assets National rank
$340,194
Avg per participant High balance/head
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Official DOL plan name: Monterey Mechanical Employee Stock Ownership Plan · Sponsored by Monterey Mechanical Co. · California · Construction

$14M in assets, 40 participants

Monterey Mechanical Co.'s Monterey Mechanical Employee Stock Ownership Plan reported $14M in total assets and 40 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #6,997 in Construction (9,927 peers)

Monterey Mechanical Co. multi-year trail

Monterey Mechanical Co.'s plans moved +116.9% in assets from 2022 to 2024; this filing shows Monterey Mechanical Employee Stock Ownership Plan at $14M / 40 participants.

#6,997
in Construction (9,927 peers)
+61.5%
assets growth YoY

Monterey Mechanical Employee Stock Ownership Plan's outsized position by total assets

Monterey Mechanical Employee Stock Ownership Plan vs every filed plan by assets

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

$13,607,763 Top 29% higher than 71% 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

Monterey Mechanical 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. Monterey Mechanical Employee Stock Ownership Plan is a small filing (40 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 942614825 · Monterey Mechanical Co. PY 2022 · ESOP

Monterey Mechanical Employee Stock Ownership Plan · $14M · 40 · 71st

  • PART $14M
  • TYPE 40
  • NET 71st
  • BOOK ESOP
  • VS-ST near Helicopters, Inc. Employee Stock Ownership Plan
  • BOY ind #6997

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 →

Monterey Mechanical Employee Stock Ownership Plan in the asset neighbourhood

Macpherson's Employee Stock Ownership PlanMacpherson's Employee Stock …$14MPile Dynamics, Inc. Employee Stock Ownership PlanPile Dynamics, Inc. Employee…$14MMonterey Mechanical Employee Stock Ownership PlanMonterey Mechanical Employee…$14MHelicopters, Inc. Employee Stock Ownership PlanHelicopters, Inc. Employee S…$14MD. Wilson Construction Company Employee Stock Ownership PlanD. Wilson Construction Compa…$14M
End-of-year total assets ($M) among Monterey Mechanical Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Monterey Mechanical Co. multi-year asset trail

Sponsor-wide plan assets over time

All Monterey Mechanical Co. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 116.86908421318036% vs 2022
2024 filing year
$10M$15M$20M$25M$30M$35M 202220232024 $13.6M $29.5M ▲ +116.8%
Year Plans Participants Total Assets
2022 1 40 $14M
2023 1 45 $19M
2024 1 53 $30M

Monterey Mechanical Co. filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN942614825
Plan Effective Date2006-08-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Monterey Mechanical Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Monterey Mechanical Employee Stock Ownership Plan, Total assets ($B): 0.013607763 · Participants: 40Monterey Mechanical 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
Monterey Mechanical Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Monterey Mechanical Employee Stock Ownership Plan side-by-side with 3 peers →

Monterey Mechanical Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Helicopters, Inc. Employee Stock Ownership Plan in IL ($14M); by covered participants it is Louisiana Companies Employee Stock Ownership Plan in LA (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 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 Monterey Mechanical Employee Stock Ownership Plan assets move in 2022? ▼
Monterey Mechanical Employee Stock Ownership Plan surged - up 61.5% during 2022, from $8M to $14M. Reported net income was $2M.
How have Monterey Mechanical Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monterey Mechanical Co.'s sponsor-wide assets grew 116.9%, from $14M to $30M.
Which ESOP plans are similar in size to Monterey Mechanical Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Helicopters, Inc. Employee Stock Ownership Plan in IL ($14M, 166 participants).
Which ESOP plans cover a similar participant headcount to Monterey Mechanical Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Louisiana Companies Employee Stock Ownership Plan in LA (40 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 942614825.

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.