ESOP · DOL Form 5500 · 2023
Oldson's Plumbing, Heating & Air Conditioning Inc. ESOP
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $266,739
- Avg per participant High balance/head
Official DOL plan name: Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock Ownership Plan · Sponsored by Oldson's Plumbing, Heating & Air Conditioning Inc. · Iowa · Construction
$2M in assets, 8 participants
Oldson's Plumbing, Heating & Air Conditioning Inc.'s Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock Ownership Plan reported $2M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.
- #2,615 in Construction (9,030 peers)
Oldson's Plumbing, Heating & Air Conditioning Inc. multi-year trail
Oldson's Plumbing, Heating & Air Conditioning Inc.'s plans moved +39.3% in assets from 2022 to 2024; this filing shows Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock Ownership Plan at $2M / 8 participants.
- #2,615
- in Construction (9,030 peers)
- +15.0%
- assets growth YoY
Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,133,913 31st percentile higher than 31% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock Ownership Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock Ownership Plan is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock Ownership Plan reported net income rose from $88K in the plan year 2022 filing to $278K in the plan year 2023 filing.
- Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 421020699 · Oldson's Plumbing, Heating & Air Conditioning Inc. PY 2023 · ESOP
Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock Ownership Plan · $2M · 8 · 31st
- ASSETS $2M
- PCT 8
- EIN 31st
- RANK ESOP
- PHOTO near Simple Holdings, Inc. Employee Stock Ownership Plan
- IND ind #2615
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 Iowa →
Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Oldson's Plumbing, Heating & Air Conditioning Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Oldson's Plumbing, Heating & Air Conditioning Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 39.27408793667878% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $2M |
| 2023 | 1 | 8 | $2M |
| 2024 | 1 | 9 | $3M |
Oldson's Plumbing, Heating & Air Conditioning Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $278K |
| Employer EIN | 421020699 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Iowa
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Employee Owned Brands, Inc. Employee Stock Ownership Plan $864M · 802
- Van Meter Industrial, Inc. Employee Stock Ownership Plan $596M · 801
- Precision, Inc. Employee Stock Ownership Plan and Trust $438M · 667
- Ita Group Holdings, Inc. Employees' Stock Ownership Plan $428M · 771
- Vgm Group, Inc. Employee Stock Ownership Plan $406M · 1,070
Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Iowa, the nearest ESOP by assets is Simple Holdings, Inc. Employee Stock Ownership Plan in OK ($2M); by covered participants it is Versailles Savings and Loan Company Employee Stock Ownership Plan in OH (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.