ESOP · DOL Form 5500 · 2023

Standard Heating & Air Conditioning ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
122
Participants Small participant base
48th
Percentile by assets National rank
$49,262
Avg per participant Low balance/head
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Official DOL plan name: Standard Heating & Air Conditioning Employee Stock Ownership Plan · Sponsored by Standard Heating & Air Conditioning · Nebraska · Construction

$6M in assets, 122 participants

Standard Heating & Air Conditioning's Standard Heating & Air Conditioning Employee Stock Ownership Plan reported $6M in total assets and 122 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #4,165 in Construction (9,030 peers)

Coverage in Nebraska

Standard Heating & Air Conditioning Employee Stock Ownership Plan covers 122 participants in Nebraska, about 22% of the average Nebraska filer (state average ~552 per filing). Assets: $6M.

#4,165
in Construction (9,030 peers)
+139.4%
assets growth YoY

Standard Heating & Air Conditioning Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Standard Heating & Air Conditioning Employee Stock Ownership Plan vs every filed plan by assets

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

$6,010,000 48th percentile higher than 48% 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

Standard Heating & Air Conditioning Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Standard Heating & Air Conditioning Employee Stock Ownership Plan sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Standard Heating & Air Conditioning Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Standard Heating & Air Conditioning Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Standard Heating & Air Conditioning Employee Stock Ownership Plan reported participants fell from 133 in the plan year 2022 filing to 122 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 470593196 · Standard Heating & Air Conditioning PY 2023 · ESOP

Standard Heating & Air Conditioning Employee Stock Ownership Plan · $6M · 122 · 48th

  • IND $6M
  • IND 122
  • IND 48th
  • IND ESOP
  • IND near Lovewell Fencing, Inc. Employee Stock Ownership Plan
  • IND ind #4165

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 Nebraska →

Standard Heating & Air Conditioning Employee Stock Ownership Plan in the asset neighbourhood

Standard Heating & Air Conditioning Employee Stock Ownership PlanStandard Heating & Air Condi…$6MLovewell Fencing, Inc. Employee Stock Ownership PlanLovewell Fencing, Inc. Emplo…$6MCustom Vault Corporation Employee Stock Ownership PlanCustom Vault Corporation Emp…$6MNexus Engineering Group, Inc Employee Stock Ownership PlanNexus Engineering Group, Inc…$6MDental Health Services of America Employee Stock Ownership PlanDental Health Services of Am…$6M
End-of-year total assets ($M) among Standard Heating & Air Conditioning Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)-$2M
Net Income$4M
Employer EIN470593196
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Standard Heating & Air Conditioning)

Sponsor-wide plan assets over time

All Standard Heating & Air Conditioning plans reported in each filing year

Latest sponsor-wide plan assets
$20M 126.69984329019483% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $8.78M $19.9M ▲ +126.5%
Year Plans Participants Total Assets
2022 2 283 $9M
2023 2 281 $14M
2024 2 316 $20M

Nearby ESOP Plans in Nebraska

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

Standard Heating & Air Conditioning Employee Stock Ownership Plan vs. nearby ESOP plans in Nebraska, assets vs. participants Scatter plot of 6 data points. 050010001500 -1000100200300400500 Total assets ($M) Participants Standard Heating & Air Conditioning Employee Stock Ownership Plan, Total assets ($M): 6.01 · Participants: 122Standard Heating & Air Conditioning Employee Stock Ownership PlanMead Lumber Company Employee Stock Ownership Plan and Trust, Total assets ($M): 392.139506 · Participants: 1316Mead Lumber Company Employee Stock Ownership Plan and TrustTaylor & Martin Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 217.903912 · Participants: 65Taylor & Martin Enterprises, Inc. Employee Stock Ownership PlanCommonwealth Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 147.784876 · Participants: 214Commonwealth Holdings, Inc. Employee Stock Ownership PlanBuilders Supply Co. , Inc. Employee Stock Ownership Plan, Total assets ($M): 118.345407 · Participants: 242Builders Supply Co. , Inc. Employee Stock Ownership PlanMajors Plastics, Inc. Employee Stock Ownership Plan, Total assets ($M): 95.323024 · Participants: 386Majors Plastics, Inc. Employee Stock Ownership Plan
Standard Heating & Air Conditioning Employee Stock Ownership Plan vs. nearby ESOP plans in Nebraska, assets vs. participants
Compare Standard Heating & Air Conditioning Employee Stock Ownership Plan side-by-side with 3 peers →

Standard Heating & Air Conditioning Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Nebraska, the nearest ESOP by assets is Lovewell Fencing, Inc. Employee Stock Ownership Plan in IA ($6M); by covered participants it is Chestnut Ridge Foam, Inc. Employee Stock Ownership Plan in PA (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Standard Heating & Air Conditioning Employee Stock Ownership Plan assets move in 2023? ▼
Standard Heating & Air Conditioning Employee Stock Ownership Plan surged - up 139.4% during 2023, from $3M to $6M. Reported net income was $4M.
How have Standard Heating & Air Conditioning plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Standard Heating & Air Conditioning's sponsor-wide assets grew 126.7%, from $9M to $20M.
Which ESOP plans are similar in size to Standard Heating & Air Conditioning Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lovewell Fencing, Inc. Employee Stock Ownership Plan in IA ($6M, 82 participants).
Which ESOP plans cover a similar participant headcount to Standard Heating & Air Conditioning Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Chestnut Ridge Foam, Inc. Employee Stock Ownership Plan in PA (122 participants, $30M 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 470593196.

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.