ESOP · DOL Form 5500 · 2022

Master Sheet Metal, Inc. ESOP

Data updated 2026-08-25

$256K
Total assets Small plan by assets
4
Participants Small participant base
12th
Percentile by assets National rank
$63,987
Avg per participant Low balance/head
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Official DOL plan name: Master Sheet Metal, Inc. Employee Stock Ownership Plan · Sponsored by Master Sheet Metal, Inc. · Hawaii · Construction

$256K in assets, 4 participants

Master Sheet Metal, Inc.'s Master Sheet Metal, Inc. Employee Stock Ownership Plan reported $256K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,073 in Construction (9,927 peers)

Master Sheet Metal, Inc. multi-year trail

Master Sheet Metal, Inc.'s plans moved +64.0% in assets from 2022 to 2024; this filing shows Master Sheet Metal, Inc. Employee Stock Ownership Plan at $256K / 4 participants.

#1,073
in Construction (9,927 peers)
-25.6%
assets change YoY

The plan reported a net loss of $88K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Master Sheet Metal, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Master Sheet Metal, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$255,946 12th percentile higher than 12% 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

Master Sheet Metal, Inc. Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Master Sheet Metal, Inc. Employee Stock Ownership Plan is a micro filing (4 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 990144725 · Master Sheet Metal, Inc. PY 2022 · ESOP

Master Sheet Metal, Inc. Employee Stock Ownership Plan · $256K · 4 · 12th

  • TYPE $256K
  • NET 4
  • BOOK 12th
  • VS-ST ESOP
  • BOY near Roush Hardware Employee Stock Ownership Plan
  • SCH ind #1073

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 Hawaii →

Master Sheet Metal, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Master Sheet Metal, Inc. Employee Stock Ownership PlanMaster Sheet Metal, Inc. Emp…$256KRoush Hardware Employee Stock Ownership PlanRoush Hardware Employee Stoc…$256KPinnacle Financial Group, Inc. Employee Stock Ownership Plan and TrustPinnacle Financial Group, In…$258KDiversified Marine International, Inc. Employee Stock Bonus PlanDiversified Marine Internati…$260KDonnelly Service Group, Inc. Employee Stock Ownership PlanDonnelly Service Group, Inc.…$255K
End-of-year total assets ($M) among Master Sheet Metal, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Master Sheet Metal, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Master Sheet Metal, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$420K 64.01428426308674% vs 2022
2024 filing year
$0.2M$0.25M$0.3M$0.35M$0.4M$0.45M 202220232024 $0.26M $0.42M ▲ +61.5%
Year Plans Participants Total Assets
2022 1 4 $256K
2023 1 3 $420K
2024 1 3 $420K

Master Sheet Metal, Inc. filing trail (2022)

Total Assets (Beginning of Year)$344K
Net Assets (End of Year)$256K
Net Income-$88K
Employer EIN990144725
Plan Effective Date2003-11-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Hawaii

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

Master Sheet Metal, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -50050100150 Total assets ($M) Participants Master Sheet Metal, Inc. Employee Stock Ownership Plan, Total assets ($M): 0.255946 · Participants: 4Master Sheet Metal, Inc. Employee Stock Ownership PlanBowers & Kubota Consulting, Inc. ESOP, Total assets ($M): 110.308171 · Participants: 260Bowers & Kubota Consulting, Inc. ESOPRoberts Hawaii, Inc. Employee Stock Ownership Plan, Total assets ($M): 109.053855 · Participants: 1734Roberts Hawaii, Inc. Employee Stock Ownership PlanR. M. Towill Corporation Employee Stock Ownership Plan, Total assets ($M): 102.847955 · Participants: 99R. M. Towill Corporation Employee Stock Ownership PlanGpf Life and Health Benefits Co. Employee Stock Ownership Plan, Total assets ($M): 93.422329 · Participants: 109Gpf Life and Health Benefits Co. Employee Stock Ownership PlanHpm Building Supply Employee Stock Ownership Plan, Total assets ($M): 83.237111 · Participants: 338Hpm Building Supply Employee Stock Ownership Plan
Master Sheet Metal, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants
Compare Master Sheet Metal, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Master Sheet Metal, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Hawaii, the nearest ESOP by assets is Roush Hardware Employee Stock Ownership Plan in OH ($256K); by covered participants it is Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust in MI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Master Sheet Metal, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Master Sheet Metal, Inc. Employee Stock Ownership Plan declined sharply - down 25.6% during 2022, from $344K to $256K. Reported net income was -$88K.
How have Master Sheet Metal, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Master Sheet Metal, Inc.'s sponsor-wide assets grew 64.0%, from $256K to $420K.
Where does Master Sheet Metal, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Master Sheet Metal, Inc. Employee Stock Ownership Plan ranks in the 12th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Master Sheet Metal, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Roush Hardware Employee Stock Ownership Plan in OH ($256K, 25 participants).
Which ESOP plans cover a similar participant headcount to Master Sheet Metal, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust in MI (4 participants, $4M 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 990144725.

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.