ESOP · DOL Form 5500 · 2023
Mechworks Mechanical Contractors Inc ESOP
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 80
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $142,500
- Avg per participant Near avg balance/head
Official DOL plan name: Mechworks Mechanical Contractors Inc Employee Stock Ownership Plan · Sponsored by Mechworks Mechanical Contractors Inc · North Carolina · Construction
$11M in assets, 80 participants
Mechworks Mechanical Contractors Inc's Mechworks Mechanical Contractors Inc Employee Stock Ownership Plan reported $11M in total assets and 80 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.
- #5,408 in Construction (9,030 peers)
Mechworks Mechanical Contractors Inc multi-year trail
Mechworks Mechanical Contractors Inc's plans moved +25.0% in assets from 2022 to 2024; this filing shows Mechworks Mechanical Contractors Inc Employee Stock Ownership Plan at $11M / 80 participants.
- #5,408
- in Construction (9,030 peers)
- +21.9%
- assets growth YoY
Mechworks Mechanical Contractors Inc Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers
Mechworks Mechanical Contractors Inc Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,400,000 Top 39% higher than 61% 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
Mechworks Mechanical Contractors Inc 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. Mechworks Mechanical Contractors Inc Employee Stock Ownership Plan is a small filing (80 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mechworks Mechanical Contractors Inc Employee Stock Ownership Plan reported net income rose from $350K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Mechworks Mechanical Contractors Inc Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Mechworks Mechanical Contractors Inc Employee Stock Ownership Plan reported participants rose from 76 in the plan year 2022 filing to 80 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 562030773 · Mechworks Mechanical Contractors Inc PY 2023 · ESOP
Mechworks Mechanical Contractors Inc Employee Stock Ownership Plan · $11M · 80 · 61st
- EOY $11M
- 5500 80
- ASSETS 61st
- PCT ESOP
- EIN near Csc Employee Stock Ownership Plan
- RANK ind #5408
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 North Carolina →
Mechworks Mechanical Contractors Inc Employee Stock Ownership Plan in the asset neighbourhood
Mechworks Mechanical Contractors Inc multi-year asset trail
Sponsor-wide plan assets over time
All Mechworks Mechanical Contractors Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 24.97368983957219% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 76 | $9M |
| 2023 | 1 | 80 | $11M |
| 2024 | 1 | 83 | $12M |
Mechworks Mechanical Contractors Inc filing trail (2023)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 562030773 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in North Carolina
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust $182M · 1,330
- Ecmd, Inc. Employee Stock Ownership Plan $132M · 922
- Precision Walls, Inc. Employee Stock Ownership Plan $111M · 1,028
- Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan $102M · 273
- State Utility Contractors, Inc. Employee Stock Ownership Plan $86M · 144
Mechworks Mechanical Contractors Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside North Carolina, the nearest ESOP by assets is Csc Employee Stock Ownership Plan in CA ($11M); by covered participants it is Union State Bank Employee Stock Ownership Plan in KS (80 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (80 participants); asset peers above are excluded.
- Union State Bank Employee Stock Ownership Plan (KS) 80 · 0 off
- Vsf/Ever Fresh Employee Stock Ownership Plan (MI) 80 · 0 off
- Sebago Technics Employee Stock Ownership Plan (ME) 80 · 0 off
- Ifs Employee Stock Ownership Plan (MO) 80 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.