ESOP · DOL Form 5500 · 2023
Energy Air, Inc. ESOP
Data updated 2026-08-11
- $89M
- Total assets
- 337
- Participants
- 90th
- Percentile by assets
- $262,643
- Avg per participant
Official DOL plan name: Energy Air, Inc. ESOP · Sponsored by Energy Air, Inc. · Florida · Construction
$89M in assets, 337 participants
Energy Air, Inc.'s Energy Air, Inc. ESOP reported $89M in total assets and 337 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- 90th percentile by assets (of 127,072 plans)
- #8,004 in Construction (9,030 peers)
Where Energy Air, Inc. ESOP sits by assets
Energy Air, Inc. ESOP sits in the top 10% of all filed plans by assets, $89M for 337 participants (~$262,643/participant), up 16.2% in 2023.
- $89M
- total plan assets (2023 EOY)
- 337
- covered participants
- 90th
- percentile by assets (of 127,072 plans)
- $262,643
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Energy Air, Inc. ESOP reported net income rose from $9M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Energy Air, Inc. ESOP end-of-year assets rose from $76M in the plan year 2022 filing to $89M in the plan year 2023 filing.
- Energy Air, Inc. ESOP reported participants fell from 344 in the plan year 2022 filing to 337 in the plan year 2023 filing.
Energy Air, Inc. ESOP vs the 2023 asset distribution
By assets, Energy Air, Inc. ESOP outranks 90% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $76M |
|---|---|
| Net Assets (End of Year) | $71M |
| Net Income | $13M |
| Employer EIN | 592040096 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Energy Air, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 687 | $81M |
| 2023 | 2 | 675 | $94M |
| 2024 | 2 | 726 | $140M |
Nearby ESOP Plans in Florida
Peer ESOP plans, same state, same plan type, ranked by total assets.
Energy Air, Inc. ESOP vs. nearby ESOP plans in Florida, assets vs. participants
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $11.8B · 141,229
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $836M · 15,500
- Rsr Employee Stock Ownership Plan $390M · 382
- Summit Companies Holdings, Inc. Employee Stock Ownership Plan $368M · 233
- Thirty Fifteen Employee Stock Ownership Plan $324M · 5,365
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Energy Air, Inc. ESOP by total assets, not by location.
Frequently Asked Questions
How did Energy Air, Inc. ESOP assets move in 2023? ▼
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Next read for Energy Air, Inc. ESOP
Scale reading
Ways to act on Energy Air, Inc. ESOP's numbers.
- By total assets, Energy Air, Inc. ESOP ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Florida. Compare plans
- Energy Air, Inc.'s sponsor-wide assets have grown 72.1% since 2022 across 3 plan years on file. More Construction plans