ESOP · DOL Form 5500 · 2023

California Sheet Metal Works, Inc. ESOP

Data updated 2026-08-25

$28M
Total assets Below avg plan size
80
Participants Small participant base
78th
Percentile by assets National rank
$355,047
Avg per participant High balance/head
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Official DOL plan name: California Sheet Metal Works, Inc. Employee Stock Ownership Plan · Sponsored by California Sheet Metal Works, Inc. · California · Construction

$28M in assets, 80 participants

California Sheet Metal Works, Inc.'s California Sheet Metal Works, Inc. Employee Stock Ownership Plan reported $28M in total assets and 80 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #6,940 in Construction (9,030 peers)

Where California Sheet Metal Works, Inc. Employee Stock Ownership Plan sits by assets

California Sheet Metal Works, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $28M for 80 participants (~$355,047/participant), up 30.8% in 2023.

#6,940
in Construction (9,030 peers)
+30.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

California Sheet Metal Works, Inc. Employee Stock Ownership Plan's outsized position by total assets

California Sheet Metal Works, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$28,403,764 Top 22% higher than 78% 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

California Sheet Metal Works, 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. California Sheet Metal Works, 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

  • California Sheet Metal Works, Inc. Employee Stock Ownership Plan reported net income rose from -$6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • California Sheet Metal Works, Inc. Employee Stock Ownership Plan end-of-year assets rose from $22M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • California Sheet Metal Works, Inc. Employee Stock Ownership Plan reported participants fell from 106 in the plan year 2022 filing to 80 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 952043027 · California Sheet Metal Works, Inc. PY 2023 · ESOP

California Sheet Metal Works, Inc. Employee Stock Ownership Plan · $28M · 80 · 78th

  • EOY $28M
  • 5500 80
  • ASSETS 78th
  • PCT ESOP
  • EIN near Mclean Contracting Company Employee Stock Ownership Plan
  • RANK ind #6940

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 California →

California Sheet Metal Works, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Charles River Analytics, Inc. Employee Stock Ownership PlanCharles River Analytics, Inc…$29MMclean Contracting Company Employee Stock Ownership PlanMclean Contracting Company E…$28MCalifornia Sheet Metal Works, Inc. Employee Stock Ownership PlanCalifornia Sheet Metal Works…$28MGrace Investment Company, Inc. ESOP PlanGrace Investment Company, In…$28MFirst State Bancorp of Monticello, Inc. ESOPFirst State Bancorp of Monti…$28M
End-of-year total assets ($M) among California Sheet Metal Works, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$26M
Net Income$7M
Employer EIN952043027
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (California Sheet Metal Works, Inc.)

Sponsor-wide plan assets over time

All California Sheet Metal Works, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 82.3580010449586% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $21.7M $39.6M ▲ +82.3%
Year Plans Participants Total Assets
2022 1 106 $22M
2023 1 80 $28M
2024 1 98 $40M

Nearby ESOP Plans in California

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

California Sheet Metal Works, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants California Sheet Metal Works, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.028403764 · Participants: 80California Sheet Metal Works, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
California Sheet Metal Works, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare California Sheet Metal Works, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

California Sheet Metal Works, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Mclean Contracting Company Employee Stock Ownership Plan in MD ($28M); by covered participants it is Lenoir Mirror Company Employee Stock Ownership Plan in NC (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 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 California Sheet Metal Works, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
California Sheet Metal Works, Inc. Employee Stock Ownership Plan surged - up 30.8% during 2023, from $22M to $28M. Reported net income was $7M.
How have California Sheet Metal Works, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Sheet Metal Works, Inc.'s sponsor-wide assets grew 82.4%, from $22M to $40M.
Where does California Sheet Metal Works, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
California Sheet Metal Works, Inc. Employee Stock Ownership Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to California Sheet Metal Works, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mclean Contracting Company Employee Stock Ownership Plan in MD ($28M, 306 participants).
Which ESOP plans cover a similar participant headcount to California Sheet Metal Works, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Lenoir Mirror Company Employee Stock Ownership Plan in NC (80 participants, $330K 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 952043027.

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.