ESOP · DOL Form 5500 · 2023

General Aire Systems, Inc. ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
20
Participants Small participant base
66th
Percentile by assets National rank
$696,716
Avg per participant High balance/head
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Official DOL plan name: General Aire Systems Employee Stock Ownership Plan · Sponsored by General Aire Systems, Inc. · Pennsylvania · Wholesale Trade

$14M in assets, 20 participants

General Aire Systems, Inc.'s General Aire Systems Employee Stock Ownership Plan reported $14M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #3,742 in Wholesale Trade (6,309 peers)

General Aire Systems, Inc. multi-year trail

General Aire Systems, Inc.'s plans moved +73.4% in assets from 2022 to 2024; this filing shows General Aire Systems Employee Stock Ownership Plan at $14M / 20 participants.

#3,742
in Wholesale Trade (6,309 peers)
+37.2%
assets growth YoY

General Aire Systems Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

General Aire Systems Employee Stock Ownership Plan vs every filed plan by assets

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

$13,934,326 Top 34% higher than 66% 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

General Aire Systems 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. General Aire Systems Employee Stock Ownership Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • General Aire Systems Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • General Aire Systems Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • General Aire Systems Employee Stock Ownership Plan reported participants fell from 22 in the plan year 2022 filing to 20 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 232599828 · General Aire Systems, Inc. PY 2023 · ESOP

General Aire Systems Employee Stock Ownership Plan · $14M · 20 · 66th

  • TYPE $14M
  • NET 20
  • BOOK 66th
  • VS-ST ESOP
  • BOY near Blue Grass Metals, Inc. Employee Stock Ownership Plan
  • SCH ind #3742

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 Pennsylvania →

General Aire Systems Employee Stock Ownership Plan in the asset neighbourhood

Security State Corporation Employee Stock Ownership PlanSecurity State Corporation E…$14MBlue Grass Metals, Inc. Employee Stock Ownership PlanBlue Grass Metals, Inc. Empl…$14MHoward Immel, Inc. Employee Stock Ownership PlanHoward Immel, Inc. Employee …$14MGeneral Aire Systems Employee Stock Ownership PlanGeneral Aire Systems Employe…$14MB&d Concrete Employee Stock Ownership PlanB&d Concrete Employee Stock …$14M
End-of-year total assets ($M) among General Aire Systems Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

General Aire Systems, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All General Aire Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 73.44903832886378% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $10.2M $17.6M ▲ +73.5%
Year Plans Participants Total Assets
2022 1 22 $10M
2023 1 20 $14M
2024 1 20 $18M

General Aire Systems, Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$4M
Employer EIN232599828
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

General Aire Systems Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants General Aire Systems Employee Stock Ownership Plan, Total assets ($B): 0.013934326 · Participants: 20General Aire Systems Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
General Aire Systems Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare General Aire Systems Employee Stock Ownership Plan side-by-side with 3 peers →

General Aire Systems Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Blue Grass Metals, Inc. Employee Stock Ownership Plan in KY ($14M); by covered participants it is Shawver Well Company Employee Stock Ownership Plan in IA (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 General Aire Systems Employee Stock Ownership Plan assets move in 2023? ▼
General Aire Systems Employee Stock Ownership Plan surged - up 37.2% during 2023, from $10M to $14M. Reported net income was $4M.
How have General Aire Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), General Aire Systems, Inc.'s sponsor-wide assets grew 73.4%, from $10M to $18M.
Which ESOP plans are similar in size to General Aire Systems Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Blue Grass Metals, Inc. Employee Stock Ownership Plan in KY ($14M, 48 participants).
Which ESOP plans cover a similar participant headcount to General Aire Systems Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Shawver Well Company Employee Stock Ownership Plan in IA (20 participants, $5M 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 232599828.

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.