ESOP · DOL Form 5500 · 2023

Mechanical Engineering Systems Associates, Inc. ESOP

Data updated 2026-08-25

$981K
Total assets Small plan by assets
13
Participants Small participant base
23rd
Percentile by assets National rank
$75,462
Avg per participant Below avg balance/head
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Official DOL plan name: Mesa Employee Stock Ownership Plan · Sponsored by Mechanical Engineering Systems Associates, Inc. · Pennsylvania · Professional & Technical Services

$981K in assets, 13 participants

Mechanical Engineering Systems Associates, Inc.'s Mesa Employee Stock Ownership Plan reported $981K in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,783 in Professional & Technical Services (20,321 peers)

Mechanical Engineering Systems Associates, Inc. multi-year trail

Mechanical Engineering Systems Associates, Inc.'s plans moved +806.7% in assets from 2022 to 2024; this filing shows Mesa Employee Stock Ownership Plan at $981K / 13 participants.

#3,783
in Professional & Technical Services (20,321 peers)
+626.7%
assets growth YoY

Mesa Employee Stock Ownership Plan among the smaller filed plans by assets

Mesa Employee Stock Ownership Plan vs every filed plan by assets

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

$981,000 23rd percentile higher than 23% 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

Mesa 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. Mesa Employee Stock Ownership Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mesa Employee Stock Ownership Plan reported net income rose from $75K in the plan year 2022 filing to $849K in the plan year 2023 filing.
  • Mesa Employee Stock Ownership Plan end-of-year assets rose from $135K in the plan year 2022 filing to $981K in the plan year 2023 filing.
  • Mesa Employee Stock Ownership Plan reported participants fell from 18 in the plan year 2022 filing to 13 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 251773485 · Mechanical Engineering Systems Associates, Inc. PY 2023 · ESOP

Mesa Employee Stock Ownership Plan · $981K · 13 · 23rd

  • PCT $981K
  • EIN 13
  • RANK 23rd
  • PHOTO ESOP
  • IND near Hometown Bank Amended and Restated Employee Stock Ownership Plan
  • EOY ind #3783

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 Pennsylvania →

Mesa Employee Stock Ownership Plan in the asset neighbourhood

Mesa Employee Stock Ownership PlanMesa Employee Stock Ownershi…$981KHometown Bank Amended and Restated Employee Stock Ownership PlanHometown Bank Amended and Re…$981KHumanix Employee Stock Ownership PlanHumanix Employee Stock Owner…$980KSotherly Hotels Inc. Employee Stock Ownership PlanSotherly Hotels Inc. Employe…$982KGardeners Guild Employee Stock Ownership PlanGardeners Guild Employee Sto…$977K
End-of-year total assets ($M) among Mesa Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Mechanical Engineering Systems Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mechanical Engineering Systems Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 806.6666666666666% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $0.14M $1.22M ▲ +771.4%
Year Plans Participants Total Assets
2022 1 18 $135K
2023 1 13 $981K
2024 1 12 $1M

Mechanical Engineering Systems Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$135K
Net Assets (End of Year)$901K
Net Income$849K
Employer EIN251773485
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Mesa Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Mesa Employee Stock Ownership Plan, Total assets ($B): 0.000981 · Participants: 13Mesa Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
Mesa Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants

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

Outside Pennsylvania, the nearest ESOP by assets is Hometown Bank Amended and Restated Employee Stock Ownership Plan in OH ($981K); by covered participants it is Lipman Hearne, Inc. Employee Stock Ownership Plan in IL (13 participants). Same-state nearby plans are listed separately above.

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 Mesa Employee Stock Ownership Plan assets move in 2023?
Mesa Employee Stock Ownership Plan surged - up 626.7% during 2023, from $135K to $981K. Reported net income was $849K.
How have Mechanical Engineering Systems Associates, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Mechanical Engineering Systems Associates, Inc.'s sponsor-wide assets grew 806.7%, from $135K to $1M.
Where does Mesa Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Mesa Employee Stock Ownership Plan ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Mesa Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Hometown Bank Amended and Restated Employee Stock Ownership Plan in OH ($981K, 61 participants).
Which ESOP plans cover a similar participant headcount to Mesa Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Lipman Hearne, Inc. Employee Stock Ownership Plan in IL (13 participants, N/A in assets).