ESOP · DOL Form 5500 · 2023
Wooldridge Heating & Air, Inc. ESOP
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 61
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $128,347
- Avg per participant Near avg balance/head
Official DOL plan name: Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Wooldridge Heating & Air, Inc. · Virginia · Construction
$8M in assets, 61 participants
Wooldridge Heating & Air, Inc.'s Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust reported $8M in total assets and 61 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.
- #4,669 in Construction (9,030 peers)
Wooldridge Heating & Air, Inc. multi-year trail
Wooldridge Heating & Air, Inc.'s plans moved +12.7% in assets from 2022 to 2024; this filing shows Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust at $8M / 61 participants.
- #4,669
- in Construction (9,030 peers)
- +6.3%
- assets growth YoY
Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Construction and all filers
Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,829,140 Top 47% higher than 53% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust is a small filing (61 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $236K in the plan year 2022 filing to $463K in the plan year 2023 filing.
- Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 57 in the plan year 2022 filing to 61 in the plan year 2023 filing.
- Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 541128340 · Wooldridge Heating & Air, Inc. PY 2023 · ESOP
Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust · $8M · 61 · 53rd
- 5500 $8M
- 5500 61
- 5500 53rd
- 5500 ESOP
- 5500 near Wilcox Employee Stock Ownership Plan
- 5500 ind #4669
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 Virginia →
Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood
Wooldridge Heating & Air, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Wooldridge Heating & Air, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 12.678622143471152% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 57 | $7M |
| 2023 | 1 | 61 | $8M |
| 2024 | 1 | 54 | $8M |
Wooldridge Heating & Air, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $463K |
| Employer EIN | 541128340 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Virginia
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Nvr, Inc. Employee Stock Ownership Plan $1.2B · 6,866
- The Resorts Companies, Inc. Employee Stock Ownership Plan $352M · 1,751
- American Systems Corporation Employee Stock Ownership Plan $331M · 1,782
- Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust $322M · 1,652
- New River Electrical Corporation Employee Stock Ownership Plan $321M · 444
Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Virginia, the nearest ESOP by assets is Wilcox Employee Stock Ownership Plan in WA ($8M); by covered participants it is Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. in OK (61 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (61 participants); asset peers above are excluded.
- Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. (OK) 61 · 0 off
- Advance Capital Group, Inc. Employee Stock Ownership Plan (MI) 61 · 0 off
- Bank of Sun Prairie Employee Stock Ownership Plan (WI) 61 · 0 off
- Columbus Chemical Industries, Inc. Employee Stock Ownership Plan (WI) 61 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.