ESOP · DOL Form 5500 · 2023

Capitol Mechanical, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
59
Participants Small participant base
33rd
Percentile by assets National rank
$42,202
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Capitol Mechanical, Inc. Employee Stock Ownership Plan · Sponsored by Capitol Mechanical, Inc. · Wisconsin · Other Services

$2M in assets, 59 participants

Capitol Mechanical, Inc.'s Capitol Mechanical, Inc. Employee Stock Ownership Plan reported $2M in total assets and 59 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #4,509 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Capitol Mechanical, Inc. Employee Stock Ownership Plan ranks #4,509 of 7,857 2023 filers by assets (806% of the sector average)-$2M for 59 participants.

#4,509
in Other Services (7,857 peers)
+0.0%
assets growth YoY

Capitol Mechanical, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

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

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

$2,489,893 33rd percentile higher than 33% 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

Capitol Mechanical, 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. Capitol Mechanical, Inc. Employee Stock Ownership Plan is a small filing (59 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Capitol Mechanical, Inc. Employee Stock Ownership Plan reported net income rose from -$4M in the plan year 2022 filing to $93K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391145227 · Capitol Mechanical, Inc. PY 2023 · ESOP

Capitol Mechanical, Inc. Employee Stock Ownership Plan · $2M · 59 · 33rd

  • PCT $2M
  • EIN 59
  • RANK 33rd
  • PHOTO ESOP
  • IND near Brazoria Telephone Co., Inc. Employee Stock Ownership Plan
  • EOY ind #4509

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 Wisconsin →

Capitol Mechanical, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Capitol Mechanical, Inc. Employee Stock Ownership PlanCapitol Mechanical, Inc. Emp…$2MBrazoria Telephone Co., Inc. Employee Stock Ownership PlanBrazoria Telephone Co., Inc.…$2MThe Troxel Company Employee Stock Ownership Plan and TrustThe Troxel Company Employee …$2MSherwood Design Engineers Employee Stock Ownership PlanSherwood Design Engineers Em…$2MMilan Institute Employee Stock Ownership PlanMilan Institute Employee Sto…$2M
End-of-year total assets ($M) among Capitol Mechanical, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$4M
Net Income$93K
Employer EIN391145227
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capitol Mechanical, Inc.)

Sponsor-wide plan assets over time

All Capitol Mechanical, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 146.38576838442455% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $2.49M $6.13M ▲ +146.2%
Year Plans Participants Total Assets
2022 1 59 $2M
2023 1 59 $2M
2024 1 57 $6M

Nearby ESOP Plans in Wisconsin

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

Capitol Mechanical, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Capitol Mechanical, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002489893 · Participants: 59Capitol Mechanical, Inc. Employee Stock Ownership PlanSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.551413763 · Participants: 6108Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.700244908 · Participants: 2837Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.511365241 · Participants: 1624Ki Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.331023295 · Participants: 228Trachte Building Systems Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.31506565 · Participants: 808Wausau Supply Company Employee Stock Ownership Plan
Capitol Mechanical, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Capitol Mechanical, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is Brazoria Telephone Co., Inc. Employee Stock Ownership Plan in TX ($2M); by covered participants it is Generations Bank Employee Stock Ownership Plan in NY (59 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (59 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 Capitol Mechanical, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Capitol Mechanical, Inc. Employee Stock Ownership Plan held essentially flat - up 0.0% during 2023, from $2M to $2M. Reported net income was $93K.
How have Capitol Mechanical, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capitol Mechanical, Inc.'s sponsor-wide assets grew 146.4%, from $2M to $6M.
Which ESOP plans are similar in size to Capitol Mechanical, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Brazoria Telephone Co., Inc. Employee Stock Ownership Plan in TX ($2M, 31 participants).
Which ESOP plans cover a similar participant headcount to Capitol Mechanical, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Generations Bank Employee Stock Ownership Plan in NY (59 participants, $1M 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 391145227.

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.