ESOP · DOL Form 5500 · 2023

Oliver Brooks, Incorporated Dba Brooks Heating and Air Conditioning ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
25
Participants Small participant base
43rd
Percentile by assets National rank
$183,622
Avg per participant Above avg balance/head
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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.

  • #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.

#3,656
in Construction (9,030 peers)
+21.8%
assets growth YoY

Brooks Heating and Air Conditioning Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

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

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

Brooks Heating and Air Conditioning 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. Brooks Heating and Air Conditioning Employee Stock Ownership Plan is a small filing (25 participants) on this national headcount ladder.

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 720634878 · Oliver Brooks, Incorporated Dba Brooks Heating and Air Conditioning PY 2023 · ESOP

Brooks Heating and Air Conditioning Employee Stock Ownership Plan · $5M · 25 · 43rd

  • 5500 $5M
  • 5500 25
  • 5500 43rd
  • 5500 ESOP
  • 5500 near Sweatt Construction, Inc. Employee Stock Ownership Plan
  • 5500 ind #3656

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 Louisiana →

Brooks Heating and Air Conditioning Employee Stock Ownership Plan in the asset neighbourhood

Transamerican Office Furniture, Inc. Employee Stock Ownership PlanTransamerican Office Furnitu…$5MCow Holdings Employee Stock Ownership PlanCow Holdings Employee Stock …$5MBrooks Heating and Air Conditioning Employee Stock Ownership PlanBrooks Heating and Air Condi…$5MSweatt Construction, Inc. Employee Stock Ownership PlanSweatt Construction, Inc. Em…$5MOsborn and Barr Communications, Inc. Employees Stock Ownership PlanOsborn and Barr Communicatio…$5M
End-of-year total assets ($M) among Brooks Heating and Air Conditioning Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Oliver Brooks, Incorporated Dba Brooks Heating and Air Conditioning multi-year asset trail

Sponsor-wide plan assets over time

All Oliver Brooks, Incorporated Dba Brooks Heating and Air Conditioning plans reported in each filing year

Latest sponsor-wide plan assets
$4M 18.156638168002953% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.77M $4.45M ▲ +18.0%
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 EIN720634878
Plan Effective Date1997-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -100001000200030004000 -2000200400600800 Total assets ($M) Participants Brooks Heating and Air Conditioning Employee Stock Ownership Plan, Total assets ($M): 4.590549 · Participants: 25Brooks Heating and Air Conditioning Employee Stock Ownership PlanMagnolia Employee Stock Ownership Plan, Total assets ($M): 611.505673 · Participants: 44Magnolia Employee Stock Ownership PlanAcadian Ambulance Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 446.486105 · Participants: 3467Acadian Ambulance Service, Inc. Employee Stock Ownership PlanMcelroy Metal Mill, Inc. Employee Stock Ownership Plan, Total assets ($M): 143.058565 · Participants: 570Mcelroy Metal Mill, Inc. Employee Stock Ownership PlanRogers Manufacturing Corporation Employee Stock Ownership Plan, Total assets ($M): 132.262774 · Participants: 153Rogers Manufacturing Corporation Employee Stock Ownership PlanGulf Coast Bank & Trust Company Employee Stock Ownership Plan, Total assets ($M): 126.28162 · Participants: 820Gulf Coast Bank & Trust Company Employee Stock Ownership Plan
Brooks Heating and Air Conditioning Employee Stock Ownership Plan vs. nearby ESOP plans in Louisiana, assets vs. participants
Compare Brooks Heating and Air Conditioning Employee Stock Ownership Plan side-by-side with 3 peers →

Brooks Heating and Air Conditioning Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Louisiana, the nearest ESOP by assets is Sweatt Construction, Inc. Employee Stock Ownership Plan in NM ($5M); by covered participants it is Wvs Financial Corp. Employee Stock Ownership Plan in PA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Brooks Heating and Air Conditioning Employee Stock Ownership Plan assets move in 2023? ▼
Brooks Heating and Air Conditioning Employee Stock Ownership Plan grew sharply - up 21.8% during 2023, from $4M to $5M. Reported net income was $863K.
How have Oliver Brooks, Incorporated Dba Brooks Heating and Air Conditioning plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oliver Brooks, Incorporated Dba Brooks Heating and Air Conditioning's sponsor-wide assets grew 18.2%, from $4M to $4M.
Which ESOP plans are similar in size to Brooks Heating and Air Conditioning Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Sweatt Construction, Inc. Employee Stock Ownership Plan in NM ($5M, 88 participants).
Which ESOP plans cover a similar participant headcount to Brooks Heating and Air Conditioning Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wvs Financial Corp. Employee Stock Ownership Plan in PA (25 participants, $3M 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 720634878.

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.