ESOP · DOL Form 5500 · 2023

Mechanical Holdings, Inc. ESOP

Data updated 2026-08-25

$41M
Total assets Below avg plan size
766
Participants Near avg headcount
83rd
Percentile by assets National rank
$53,329
Avg per participant Low balance/head
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Official DOL plan name: 20/20 Plumbing and Heating, Inc. ESOP · Sponsored by Mechanical Holdings, Inc. · California · Construction

$41M in assets, 766 participants

Mechanical Holdings, Inc.'s 20/20 Plumbing and Heating, Inc. ESOP reported $41M in total assets and 766 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #7,348 in Construction (9,030 peers)

Where 20/20 Plumbing and Heating, Inc. ESOP sits by assets

20/20 Plumbing and Heating, Inc. ESOP sits in the top quartile of all filed plans by assets, $41M for 766 participants (~$53,329/participant), down 1.8% in 2023.

#7,348
in Construction (9,030 peers)
-1.8%
assets change YoY
0.4×
vs typical plan assets (national mean)

20/20 Plumbing and Heating, Inc. ESOP's outsized position by total assets

20/20 Plumbing and Heating, Inc. ESOP vs every filed plan by assets

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

$40,849,953 Top 17% higher than 83% 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

20/20 Plumbing and Heating, 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. 20/20 Plumbing and Heating, Inc. ESOP sits mid-pack in the medium band (766 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 20/20 Plumbing and Heating, Inc. ESOP reported net income rose from -$4M in the plan year 2022 filing to $980K in the plan year 2023 filing.
  • 20/20 Plumbing and Heating, Inc. ESOP reported participants fell from 957 in the plan year 2022 filing to 766 in the plan year 2023 filing.
  • 20/20 Plumbing and Heating, Inc. ESOP end-of-year assets fell from $42M in the plan year 2022 filing to $41M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 814532686 · Mechanical Holdings, Inc. PY 2023 · ESOP

20/20 Plumbing and Heating, Inc. ESOP · $41M · 766 · 83rd

  • PHOTO $41M
  • IND 766
  • EOY 83rd
  • 5500 ESOP
  • ASSETS near Worzalla, Inc. Employee Stock Ownership Plan
  • PCT ind #7348

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 →

20/20 Plumbing and Heating, Inc. ESOP in the asset neighbourhood

Worzalla, Inc. Employee Stock Ownership PlanWorzalla, Inc. Employee Stoc…$41M20/20 Plumbing and Heating, Inc. ESOP20/20 Plumbing and Heating, …$41MBrph Companies, Inc. Employee Stock Ownership Plan and TrustBrph Companies, Inc. Employe…$41MBrockway-Smith Company Profit Sharing Plan & TrustBrockway-Smith Company Profi…$41MEutaw Construction Company, Inc. Employee Stock Ownership PlanEutaw Construction Company, …$41M
End-of-year total assets ($M) among 20/20 Plumbing and Heating, Inc. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$20M
Net Income$980K
Employer EIN814532686
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mechanical Holdings, Inc.)

Sponsor-wide plan assets over time

All Mechanical Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 1.7523619408585207% vs 2022
2024 filing year
$40.5M$41M$41.5M$42M$42.5M 202220232024 $41.6M $42.3M ▲ +1.8%
Year Plans Participants Total Assets
2022 1 957 $42M
2023 1 766 $41M
2024 1 629 $42M

Nearby ESOP Plans in California

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

20/20 Plumbing and Heating, Inc. ESOP vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants 20/20 Plumbing and Heating, Inc. ESOP, Total assets ($B): 0.040849953 · Participants: 76620/20 Plumbing and Heating, Inc. ESOPParsons 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
20/20 Plumbing and Heating, Inc. ESOP vs. nearby ESOP plans in California, assets vs. participants
Compare 20/20 Plumbing and Heating, Inc. ESOP side-by-side with 3 peers →

20/20 Plumbing and Heating, Inc. ESOP's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Worzalla, Inc. Employee Stock Ownership Plan in WI ($41M); by covered participants it is Dakota Supply Group, Inc. Employee Stock Ownership Plan in ND (767 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (766 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 20/20 Plumbing and Heating, Inc. ESOP assets move in 2023? ▼
20/20 Plumbing and Heating, Inc. ESOP edged down modestly - down 1.8% during 2023, from $42M to $41M. Reported net income was $980K.
How have Mechanical Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mechanical Holdings, Inc.'s sponsor-wide assets grew 1.8%, from $42M to $42M.
Where does 20/20 Plumbing and Heating, Inc. ESOP rank by assets among Form 5500 filers? ▼
20/20 Plumbing and Heating, Inc. ESOP ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to 20/20 Plumbing and Heating, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by assets is Worzalla, Inc. Employee Stock Ownership Plan in WI ($41M, 307 participants).
Which ESOP plans cover a similar participant headcount to 20/20 Plumbing and Heating, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Dakota Supply Group, Inc. Employee Stock Ownership Plan in ND (767 participants, $230M 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 814532686.

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.