ESOP · DOL Form 5500 · 2023

Air Treatment Corporation ESOP

Data updated 2026-08-25

$123M
Total assets Near avg plan size
207
Participants Below avg headcount
93rd
Percentile by assets National rank
$593,727
Avg per participant High balance/head
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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.

  • #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.

#5,930
in Wholesale Trade (6,309 peers)
+57.7%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Air Treatment Corporation Employee Stock Ownership Plan's outsized position by total assets

Air Treatment Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$122,901,407 Top 7% higher than 93% 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

Air Treatment Corporation Employee Stock Ownership Plan 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. Air Treatment Corporation Employee Stock Ownership Plan sits mid-pack in the medium band (207 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

Published 5500 schedule card

Filing strip 954267892 · Air Treatment Corporation PY 2023 · ESOP

Air Treatment Corporation Employee Stock Ownership Plan · $123M · 207 · 93rd

  • PHOTO $123M
  • PHOTO 207
  • PHOTO 93rd
  • PHOTO ESOP
  • PHOTO near Ea Engineering, Science, and Technology, Inc., Pbc Employee Stock Ownership Plan
  • PHOTO ind #5930

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 California →

Air Treatment Corporation Employee Stock Ownership Plan in the asset neighbourhood

Ea Engineering, Science, and Technology, Inc., Pbc Employee Stock Ownership PlanEa Engineering, Science, and…$123MAir Treatment Corporation Employee Stock Ownership PlanAir Treatment Corporation Em…$123MUnited Electric Supply Company Employee Stock Ownership PlanUnited Electric Supply Compa…$123MInsurance Resources International, Inc. Employee Stock Ownership Plan and TrustInsurance Resources Internat…$122MPerry Protech Employee Stock Ownership and Profit Sharing PlanPerry Protech Employee Stock…$122M
End-of-year total assets ($M) among Air Treatment Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$114M
Net Income$46M
Employer EIN954267892
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Air Treatment Corporation)

Sponsor-wide plan assets over time

All Air Treatment Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$236M 130.773087787522% vs 2022
2024 filing year
$50M$100M$150M$200M$250M 202220232024 $102M $236M ▲ +130.8%
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 Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Air Treatment Corporation Employee Stock Ownership Plan, Total assets ($B): 0.122901407 · Participants: 207Air Treatment Corporation Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Air Treatment Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Air Treatment Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Air Treatment Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Ea Engineering, Science, and Technology, Inc., Pbc Employee Stock Ownership Plan in MD ($123M); by covered participants it is E&m Logistics Inc. Employee Stock Ownership Plan in NY (207 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (207 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 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).
Which ESOP plans cover a similar participant headcount to Air Treatment Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is E&m Logistics Inc. Employee Stock Ownership Plan in NY (207 participants, $22M 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 954267892.

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.