ESOP · DOL Form 5500 · 2023

Air Treatment Corporation ESOP

Data updated 2026-08-11

$123M
Total assets: 207
Participants: 93rd
Percentile by assets: $593,727
Avg per participant

Official DOL plan name: Air Treatment Corporation Employee Stock Ownership Plan · Sponsored by Air Treatment Corporation · California · Wholesale Trade

$123M in assets, 207 participants

Air Treatment Corporation's Air Treatment Corporation Employee Stock Ownership Plan reported $123M in total assets and 207 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

93rd percentile by assets (of 127,072 plans)
#5,930 in Wholesale Trade (6,309 peers)

Coverage in California

Air Treatment Corporation Employee Stock Ownership Plan covers 207 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $123M.

$123M
total plan assets (2023 EOY): 207
covered participants: 93rd
percentile by assets (of 127,072 plans): $593,727
avg assets per participant

Air Treatment Corporation Employee Stock Ownership Plan end-of-year assets rose from $78M in the plan year 2022 filing to $123M in the plan year 2023 filing.
Air Treatment Corporation Employee Stock Ownership Plan reported net income rose from $30M in the plan year 2022 filing to $46M in the plan year 2023 filing.
Air Treatment Corporation Employee Stock Ownership Plan reported participants rose from 185 in the plan year 2022 filing to 207 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

California

Industry

Wholesale Trade

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Air Treatment Corporation Employee Stock Ownership Plan reports 207 participants - about 33% of that state average ($123M EOY assets).

California filing particulars

Total Assets (Beginning of Year)	$78M
Net Assets (End of Year)	$114M
Net Income	$46M
Employer EIN	954267892
Plan Effective Date	2016-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Air Treatment Corporation)

Total plan assets by year, all Air Treatment Corporation plans on file

Year	Plans	Participants	Total Assets
2022	2	370	$102M
2023	2	414	$153M
2024	2	433	$236M

Nearby ESOP Plans in California

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

Air Treatment Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Parsons Employee Stock Ownership Plan $3.8B · 7,871
Acco Employee Stock Ownership Plan $1.4B · 1,397
Rosendin Electric, Inc. Employee Stock Ownership Plan $1.1B · 1,700
Agron, Inc. Employee Stock Ownership Plan $533M · 72
Recology Employee Stock Ownership Plan $497M · 3,656

Compare Air Treatment Corporation Employee Stock… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Air Treatment Corporation Employee Stock Ownership Plan by total assets, not by location.

Ea Engineering, Science, and Technology, Inc., Pbc Employee Stock Ownership Plan (MD) $123M · 566
United Electric Supply Company Employee Stock Ownership Plan (DE) $123M · 278
Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust (MN) $122M · 158
Perry Protech Employee Stock Ownership and Profit Sharing Plan (OH) $122M · 266

Frequently Asked Questions

How did Air Treatment Corporation Employee Stock Ownership Plan assets move in 2023? ▼

Air Treatment Corporation Employee Stock Ownership Plan surged - up 57.7% during 2023, from $78M to $123M. Reported net income was $46M.

How have Air Treatment Corporation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Air Treatment Corporation's sponsor-wide assets grew 130.8%, from $102M to $236M.

Where does Air Treatment Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Air Treatment Corporation Employee Stock Ownership Plan ranks in the 93rd 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 Air Treatment Corporation Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Ea Engineering, Science, and Technology, Inc., Pbc Employee Stock Ownership Plan in MD ($123M, 566 participants).

Next read for Air Treatment Corporation Employee Stock…

Filing takeaways

Ways to act on Air Treatment Corporation Employee Stock Ownership Plan's numbers.

By total assets, Air Treatment Corporation Employee Stock Ownership Plan 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 California. Compare plans
Air Treatment Corporation's sponsor-wide assets have grown 130.8% since 2022 across 3 plan years on file. More Wholesale Trade plans

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 954267892.