ESOP · DOL Form 5500 · 2023
Oliver Brooks, Incorporated Dba Brooks Heating and Air Conditioning ESOP
Data updated 2026-08-11
- $5M
- Total assets
- 25
- Participants
- 43rd
- Percentile by assets
- $183,622
- Avg per participant
Official DOL plan name: Brooks Heating and Air Conditioning Employee Stock Ownership Plan · Sponsored by Oliver Brooks, Incorporated Dba Brooks Heating and Air Conditioning · Louisiana · Construction
$5M in assets, 25 participants
Oliver Brooks, Incorporated Dba Brooks Heating and Air Conditioning's Brooks Heating and Air Conditioning Employee Stock Ownership Plan reported $5M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.
- 43rd percentile by assets (of 127,072 plans)
- #3,656 in Construction (9,030 peers)
Oliver Brooks, Incorporated Dba Brooks Heating and Air Conditioning multi-year trail
Oliver Brooks, Incorporated Dba Brooks Heating and Air Conditioning's plans moved +18.2% in assets from 2022 to 2024; this filing shows Brooks Heating and Air Conditioning Employee Stock Ownership Plan at $5M / 25 participants.
- $5M
- total plan assets (2023 EOY)
- 25
- covered participants
- 43rd
- percentile by assets (of 127,072 plans)
- $183,622
- avg assets per participant
Where Brooks Heating and Air Conditioning Employee Stock Ownership Plan sits by total assets
Brooks Heating and Air Conditioning Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,590,549 43rd percentile higher than 43% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Brooks Heating and Air Conditioning Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Brooks Heating and Air Conditioning Employee Stock Ownership Plan reported net income rose from $731K in the plan year 2022 filing to $863K in the plan year 2023 filing.
- Brooks Heating and Air Conditioning Employee Stock Ownership Plan reported participants rose from 23 in the plan year 2022 filing to 25 in the plan year 2023 filing.
Oliver Brooks, Incorporated Dba Brooks Heating and Air Conditioning across 3 plan years on file
Across the 3 plan years Oliver Brooks, Incorporated Dba Brooks Heating and Air Conditioning has on file (2022-2024), sponsor-wide plan assets have moved from $4M to $4M, a gain of 18.2%, while reported participants moved from 23 to 23 (+0.0%). Peak year by sponsor assets: 2023 ($5M); trough: 2022 ($4M).
Oliver Brooks, Incorporated Dba Brooks Heating and Air Conditioning multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 23 | $4M |
| 2023 | 1 | 25 | $5M |
| 2024 | 1 | 23 | $4M |
Oliver Brooks, Incorporated Dba Brooks Heating and Air Conditioning filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $863K |
| Employer EIN | 720634878 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Louisiana
Peer ESOP plans, same state, same plan type, ranked by total assets.
Brooks Heating and Air Conditioning Employee Stock Ownership Plan vs. nearby ESOP plans in Louisiana, assets vs. participants
- Magnolia Employee Stock Ownership Plan $612M · 44
- Acadian Ambulance Service, Inc. Employee Stock Ownership Plan $446M · 3,467
- Mcelroy Metal Mill, Inc. Employee Stock Ownership Plan $143M · 570
- Rogers Manufacturing Corporation Employee Stock Ownership Plan $132M · 153
- Gulf Coast Bank & Trust Company Employee Stock Ownership Plan $126M · 820
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Brooks Heating and Air Conditioning Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Brooks Heating and Air Conditioning Employee Stock Ownership Plan assets move in 2023? ▼
How have Oliver Brooks, Incorporated Dba Brooks Heating and Air Conditioning plan assets changed over time? ▼
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Multi-year trail
Ways to act on Brooks Heating and Air Conditioning Employee Stock Ownership Plan's numbers.
- By total assets, Brooks Heating and Air Conditioning Employee Stock Ownership Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Louisiana. Compare plans
- Oliver Brooks, Incorporated Dba Brooks Heating and Air Conditioning's sponsor-wide assets have grown 18.2% since 2022 across 3 plan years on file. More Construction plans