ESOP · DOL Form 5500 · 2023

Energy Air, Inc. ESOP

Data updated 2026-08-25

$89M
Total assets Below avg plan size
337
Participants Below avg headcount
90th
Percentile by assets National rank
$262,643
Avg per participant High balance/head
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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.

  • #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.

#8,004
in Construction (9,030 peers)
+16.2%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Energy Air, Inc. ESOP's outsized position by total assets

Energy Air, Inc. ESOP vs every filed plan by assets

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

$88,510,612 Top 10% higher than 90% 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

Energy Air, Inc. ESOP among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Energy Air, Inc. ESOP sits mid-pack in the medium band (337 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 592040096 · Energy Air, Inc. PY 2023 · ESOP

Energy Air, Inc. ESOP · $89M · 337 · 90th

  • 5500 $89M
  • 5500 337
  • 5500 90th
  • 5500 ESOP
  • 5500 near Hunt Electric Employee Stock Ownership Plan and Trust
  • 5500 ind #8004

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 Florida →

Energy Air, Inc. ESOP in the asset neighbourhood

Hunt Electric Employee Stock Ownership Plan and TrustHunt Electric Employee Stock…$89MEnergy Air, Inc. ESOP$89MCfc ESOP$88MCummins-Wagner Co., Inc. Employee Stock Ownership PlanCummins-Wagner Co., Inc. Emp…$88MCatamount Constructors, Inc. Employee Stock Ownership PlanCatamount Constructors, Inc.…$88M
End-of-year total assets ($M) among Energy Air, Inc. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$71M
Net Income$13M
Employer EIN592040096
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Energy Air, Inc.)

Sponsor-wide plan assets over time

All Energy Air, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$140M 72.06124503958587% vs 2022
2024 filing year
$60M$80M$100M$120M$140M$160M 202220232024 $81.1M $140M ▲ +72.1%
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 Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Energy Air, Inc. ESOP, Total assets ($B): 0.088510612 · Participants: 337Energy Air, Inc. ESOPPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.810430673 · Participants: 141229Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.836004639 · Participants: 15500Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.390019755 · Participants: 382Rsr Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.367604547 · Participants: 233Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.324400117 · Participants: 5365Thirty Fifteen Employee Stock Ownership Plan
Energy Air, Inc. ESOP vs. nearby ESOP plans in Florida, assets vs. participants
Compare Energy Air, Inc. ESOP side-by-side with 3 peers →

Energy Air, Inc. ESOP's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Hunt Electric Employee Stock Ownership Plan and Trust in MN ($89M); by covered participants it is Greenbee Employee Stock Ownership Plan in CA (338 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (337 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 Energy Air, Inc. ESOP assets move in 2023? ▼
Energy Air, Inc. ESOP grew sharply - up 16.2% during 2023, from $76M to $89M. Reported net income was $13M.
How have Energy Air, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Energy Air, Inc.'s sponsor-wide assets grew 72.1%, from $81M to $140M.
Where does Energy Air, Inc. ESOP rank by assets among Form 5500 filers? ▼
Energy Air, Inc. ESOP ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Energy Air, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by assets is Hunt Electric Employee Stock Ownership Plan and Trust in MN ($89M, 257 participants).
Which ESOP plans cover a similar participant headcount to Energy Air, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Greenbee Employee Stock Ownership Plan in CA (338 participants, $96M 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 592040096.

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.