ESOP · DOL Form 5500 · 2023

F & S Mechanical and Plumbing Services, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
40
Participants Small participant base
27th
Percentile by assets National rank
$37,566
Avg per participant Low balance/head
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Official DOL plan name: F & S Mechanical and Plumbing Services, Inc. Employee Stock Ownership Plan · Sponsored by F & S Mechanical and Plumbing Services, Inc. · Georgia · Construction

$2M in assets, 40 participants

F & S Mechanical and Plumbing Services, Inc.'s F & S Mechanical and Plumbing Services, Inc. Employee Stock Ownership Plan reported $2M in total assets and 40 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #2,279 in Construction (9,030 peers)

F & S Mechanical and Plumbing Services, Inc. multi-year trail

F & S Mechanical and Plumbing Services, Inc.'s plans moved +75.9% in assets from 2022 to 2024; this filing shows F & S Mechanical and Plumbing Services, Inc. Employee Stock Ownership Plan at $2M / 40 participants.

#2,279
in Construction (9,030 peers)
-18.4%
assets change YoY

The plan reported a net loss of $195K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

F & S Mechanical and Plumbing Services, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

F & S Mechanical and Plumbing Services, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,502,638 27th percentile higher than 27% 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

F & S Mechanical and Plumbing Services, 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. F & S Mechanical and Plumbing Services, Inc. Employee Stock Ownership Plan is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • F & S Mechanical and Plumbing Services, Inc. Employee Stock Ownership Plan reported net income fell from $259K in the plan year 2022 filing to -$195K in the plan year 2023 filing.
  • F & S Mechanical and Plumbing Services, Inc. Employee Stock Ownership Plan reported participants fell from 52 in the plan year 2022 filing to 40 in the plan year 2023 filing.
  • F & S Mechanical and Plumbing Services, Inc. Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 582313261 · F & S Mechanical and Plumbing Services, Inc. PY 2023 · ESOP

F & S Mechanical and Plumbing Services, Inc. Employee Stock Ownership Plan · $2M · 40 · 27th

  • EIN $2M
  • RANK 40
  • PHOTO 27th
  • IND ESOP
  • EOY near Prr, Inc. Employee Stock Ownership Plan
  • 5500 ind #2279

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 Georgia →

F & S Mechanical and Plumbing Services, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Bank of Forest Employee Stock Ownership Plan and TrustBank of Forest Employee Stoc…$2MWinsystems, Inc. Employee Stock Ownership PlanWinsystems, Inc. Employee St…$2MF & S Mechanical and Plumbing Services, Inc. Employee Stock Ownership PlanF & S Mechanical and Plumbin…$2MPrr, Inc. Employee Stock Ownership PlanPrr, Inc. Employee Stock Own…$2MAmg Employee Stock Ownership PlanAmg Employee Stock Ownership…$1M
End-of-year total assets ($M) among F & S Mechanical and Plumbing Services, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

F & S Mechanical and Plumbing Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All F & S Mechanical and Plumbing Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 75.91260186119227% vs 2022
2024 filing year
$1M$2M$3M$4M 202220232024 $1.84M $3.24M ▲ +76.1%
Year Plans Participants Total Assets
2022 1 52 $2M
2023 1 40 $2M
2024 1 51 $3M

F & S Mechanical and Plumbing Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$6M
Net Income-$195K
Employer EIN582313261
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Georgia

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

F & S Mechanical and Plumbing Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants F & S Mechanical and Plumbing Services, Inc. Employee Stock Ownership Plan, Total assets ($M): 1.502638 · Participants: 40F & S Mechanical and Plumbing Services, Inc. Employee Stock Ownership PlanWarehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan, Total assets ($M): 664.601691 · Participants: 1772Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership PlanChoate Construction Company Employee Stock Ownership Plan, Total assets ($M): 407.968435 · Participants: 454Choate Construction Company Employee Stock Ownership PlanBrent Scarbrough & Company Employee Stock Ownership Plan, Total assets ($M): 366.989824 · Participants: 439Brent Scarbrough & Company Employee Stock Ownership PlanAubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 222.074562 · Participants: 424Aubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanDixie Plywood and Lumber Company Employee Stock Ownership Plan, Total assets ($M): 208.200343 · Participants: 327Dixie Plywood and Lumber Company Employee Stock Ownership Plan
F & S Mechanical and Plumbing Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants

F & S Mechanical and Plumbing Services, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Georgia, the nearest ESOP by assets is Prr, Inc. Employee Stock Ownership Plan in WA ($2M); by covered participants it is Churchville Fire Equipment Corp. Employee Stock Ownership Plan in NY (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 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 F & S Mechanical and Plumbing Services, Inc. Employee Stock Ownership Plan assets move in 2023?
F & S Mechanical and Plumbing Services, Inc. Employee Stock Ownership Plan declined sharply - down 18.4% during 2023, from $2M to $2M. Reported net income was -$195K.
How have F & S Mechanical and Plumbing Services, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), F & S Mechanical and Plumbing Services, Inc.'s sponsor-wide assets grew 75.9%, from $2M to $3M.
Which ESOP plans are similar in size to F & S Mechanical and Plumbing Services, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Prr, Inc. Employee Stock Ownership Plan in WA ($2M, 97 participants).
Which ESOP plans cover a similar participant headcount to F & S Mechanical and Plumbing Services, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Churchville Fire Equipment Corp. Employee Stock Ownership Plan in NY (40 participants, $2M in assets).