ESOP · DOL Form 5500 · 2022
Fresno Plumbing & Heating, Inc. ESOP
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 330
- Participants Below avg headcount
- 25th
- Percentile by assets National rank
- $3,041
- Avg per participant Low balance/head
Official DOL plan name: Fresno Plumbing & Heating, Inc. Employee Stock Ownership Plan · Sponsored by Fresno Plumbing & Heating, Inc. · California · Construction
$1M in assets, 330 participants
Fresno Plumbing & Heating, Inc.'s Fresno Plumbing & Heating, Inc. Employee Stock Ownership Plan reported $1M in total assets and 330 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.
- #2,200 in Construction (9,927 peers)
Fresno Plumbing & Heating, Inc. multi-year trail
Fresno Plumbing & Heating, Inc.'s plans moved +34.7% in assets from 2022 to 2023; this filing shows Fresno Plumbing & Heating, Inc. Employee Stock Ownership Plan at $1M / 330 participants.
- #2,200
- in Construction (9,927 peers)
- -26.4%
- assets change YoY
Fresno Plumbing & Heating, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Fresno Plumbing & Heating, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,003,525 25th percentile higher than 25% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Fresno Plumbing & Heating, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fresno Plumbing & Heating, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (330 participants).
Form 5500 schedule snapshot
Filing strip 942774677 · Fresno Plumbing & Heating, Inc. PY 2022 · ESOP
Fresno Plumbing & Heating, Inc. Employee Stock Ownership Plan · $1M · 330 · 25th
- VS-ST $1M
- VS-ST 330
- VS-ST 25th
- VS-ST ESOP
- VS-ST near Pda Holdings, Inc. Employee Stock Ownership Plan & Trust Agreement
- VS-ST ind #2200
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 →
Fresno Plumbing & Heating, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Fresno Plumbing & Heating, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Fresno Plumbing & Heating, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 34.740865315444424% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 661 | $18M |
| 2023 | 2 | 562 | $24M |
Fresno Plumbing & Heating, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | -$3M |
| Net Income | $42K |
| Employer EIN | 942774677 |
| Plan Effective Date | 2016-11-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Parsons Employee Stock Ownership Plan $2.9B · 7,804
- Acco Employee Stock Ownership Plan $1.2B · 1,318
- Rosendin Electric, Inc. Employee Stock Ownership Plan $995M · 1,488
- Recology Employee Stock Ownership Plan $462M · 3,560
- Agron, Inc. Employee Stock Ownership Plan $456M · 70
Fresno Plumbing & Heating, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside California, the nearest ESOP by assets is Pda Holdings, Inc. Employee Stock Ownership Plan & Trust Agreement in WA ($1M); by covered participants it is Third Coast Bank, Ssb Employee Stock Ownership Plan in TX (330 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (330 participants); asset peers above are excluded.
- Third Coast Bank, Ssb Employee Stock Ownership Plan (TX) 330 · 0 off
- The Original Mattress Factory Employee Stock Ownership Plan and Trust (OH) 330 · 0 off
- I&s Group, Inc. Employee Stock Ownership Plan (MN) 330 · 0 off
- Springfield Electric Supply Company Employee Stock Ownership Plan (IL) 329 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.