ESOP · DOL Form 5500 · 2023

Ferrer Mechanical Services, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
77
Participants Small participant base
29th
Percentile by assets National rank
$23,766
Avg per participant Low balance/head
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Official DOL plan name: Ferrer Mechanical Services Employee Stock Ownership Plan · Sponsored by Ferrer Mechanical Services, Inc. · Indiana · Construction

$2M in assets, 77 participants

Ferrer Mechanical Services, Inc.'s Ferrer Mechanical Services Employee Stock Ownership Plan reported $2M in total assets and 77 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,460 in Construction (9,030 peers)

Ferrer Mechanical Services, Inc. multi-year trail

Ferrer Mechanical Services, Inc.'s plans moved +173.8% in assets from 2022 to 2024; this filing shows Ferrer Mechanical Services Employee Stock Ownership Plan at $2M / 77 participants.

#2,460
in Construction (9,030 peers)
+145.6%
assets growth YoY

Ferrer Mechanical Services Employee Stock Ownership Plan among the smaller filed plans by assets

Ferrer Mechanical Services Employee Stock Ownership Plan vs every filed plan by assets

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

$1,830,000 29th percentile higher than 29% 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

Ferrer Mechanical Services 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. Ferrer Mechanical Services Employee Stock Ownership Plan is a small filing (77 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ferrer Mechanical Services Employee Stock Ownership Plan reported net income rose from $271K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Ferrer Mechanical Services Employee Stock Ownership Plan end-of-year assets rose from $745K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Ferrer Mechanical Services Employee Stock Ownership Plan reported participants rose from 76 in the plan year 2022 filing to 77 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 900866401 · Ferrer Mechanical Services, Inc. PY 2023 · ESOP

Ferrer Mechanical Services Employee Stock Ownership Plan · $2M · 77 · 29th

  • EOY $2M
  • 5500 77
  • ASSETS 29th
  • PCT ESOP
  • EIN near Lincoln Contractors Supply, Inc. Employee Stock Ownership Plan
  • RANK ind #2460

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 Indiana →

Ferrer Mechanical Services Employee Stock Ownership Plan in the asset neighbourhood

Ferrer Mechanical Services Employee Stock Ownership PlanFerrer Mechanical Services E…$2MLincoln Contractors Supply, Inc. Employee Stock Ownership PlanLincoln Contractors Supply, …$2MCharles M. Salter Associates, Inc. Employee Stock Ownership PlanCharles M. Salter Associates…$2MKilkeary's Auto Body, Inc. Employee Stock Ownership PlanKilkeary's Auto Body, Inc. E…$2MCoast Heat Treating Company Employee Stock Ownership PlanCoast Heat Treating Company …$2M
End-of-year total assets ($M) among Ferrer Mechanical Services Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Ferrer Mechanical Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ferrer Mechanical Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 173.8255033557047% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 202220232024 $0.75M $2.04M ▲ +172.0%
Year Plans Participants Total Assets
2022 1 76 $745K
2023 1 77 $2M
2024 1 69 $2M

Ferrer Mechanical Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$745K
Net Assets (End of Year)$1M
Net Income$1M
Employer EIN900866401
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

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

Ferrer Mechanical Services Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.522.5 Total assets ($B) Participants Ferrer Mechanical Services Employee Stock Ownership Plan, Total assets ($B): 0.00183 · Participants: 77Ferrer Mechanical Services Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.921766853 · Participants: 3535Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.36648086 · Participants: 487Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.364505967 · Participants: 1242Nibco Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.138902309 · Participants: 363Superior Industrial Solutions, Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.135390454 · Participants: 558Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan
Ferrer Mechanical Services Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Ferrer Mechanical Services Employee Stock Ownership Plan side-by-side with 3 peers →

Ferrer Mechanical Services Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Lincoln Contractors Supply, Inc. Employee Stock Ownership Plan in WI ($2M); by covered participants it is William Penn Bank Employee Stock Ownership Plan in PA (77 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (77 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 Ferrer Mechanical Services Employee Stock Ownership Plan assets move in 2023? ▼
Ferrer Mechanical Services Employee Stock Ownership Plan surged - up 145.6% during 2023, from $745K to $2M. Reported net income was $1M.
How have Ferrer Mechanical Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ferrer Mechanical Services, Inc.'s sponsor-wide assets grew 173.8%, from $745K to $2M.
Which ESOP plans are similar in size to Ferrer Mechanical Services Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lincoln Contractors Supply, Inc. Employee Stock Ownership Plan in WI ($2M, 100 participants).
Which ESOP plans cover a similar participant headcount to Ferrer Mechanical Services Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is William Penn Bank Employee Stock Ownership Plan in PA (77 participants, $13M 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 900866401.

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.