ESOP · DOL Form 5500 · 2023

Coyle Mechanical Supply, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
32
Participants Small participant base
53rd
Percentile by assets National rank
$239,385
Avg per participant Above avg balance/head
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Official DOL plan name: Coyle Mechanical Supply, Inc. Employee Stock Ownership Plan · Sponsored by Coyle Mechanical Supply, Inc. · Illinois · Wholesale Trade

$8M in assets, 32 participants

Coyle Mechanical Supply, Inc.'s Coyle Mechanical Supply, Inc. Employee Stock Ownership Plan reported $8M in total assets and 32 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #2,732 in Wholesale Trade (6,309 peers)

Coyle Mechanical Supply, Inc. multi-year trail

Coyle Mechanical Supply, Inc.'s plans moved +115.1% in assets from 2022 to 2024; this filing shows Coyle Mechanical Supply, Inc. Employee Stock Ownership Plan at $8M / 32 participants.

#2,732
in Wholesale Trade (6,309 peers)
+34.9%
assets growth YoY

Coyle Mechanical Supply, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Coyle Mechanical Supply, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$7,660,320 Top 47% higher than 53% 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

Coyle Mechanical Supply, 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. Coyle Mechanical Supply, Inc. Employee Stock Ownership Plan is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coyle Mechanical Supply, Inc. Employee Stock Ownership Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Coyle Mechanical Supply, Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Coyle Mechanical Supply, Inc. Employee Stock Ownership Plan reported participants rose from 31 in the plan year 2022 filing to 32 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 370908575 · Coyle Mechanical Supply, Inc. PY 2023 · ESOP

Coyle Mechanical Supply, Inc. Employee Stock Ownership Plan · $8M · 32 · 53rd

  • IND $8M
  • EOY 32
  • 5500 53rd
  • ASSETS ESOP
  • PCT near J.M. Grimstad, Inc. Employee Stock Ownership Plan
  • EIN ind #2732

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 Illinois →

Coyle Mechanical Supply, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Coyle Mechanical Supply, Inc. Employee Stock Ownership PlanCoyle Mechanical Supply, Inc…$8MJ.M. Grimstad, Inc. Employee Stock Ownership PlanJ.M. Grimstad, Inc. Employee…$8MNorth Pacific Holdings Employee Stock Ownership Plan and TrustNorth Pacific Holdings Emplo…$8MTai Services, Inc. Employee Stock Ownership PlanTai Services, Inc. Employee …$8MGroup Sales Employee Stock Ownership PlanGroup Sales Employee Stock O…$8M
End-of-year total assets ($M) among Coyle Mechanical Supply, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Coyle Mechanical Supply, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Coyle Mechanical Supply, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 115.10450704225352% vs 2022
2024 filing year
$4M$6M$8M$10M$12M$14M 202220232024 $5.68M $12.2M ▲ +115.1%
Year Plans Participants Total Assets
2022 1 31 $6M
2023 1 32 $8M
2024 1 35 $12M

Coyle Mechanical Supply, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)-$368K
Net Income$2M
Employer EIN370908575
Plan Effective Date2020-05-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Illinois

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

Coyle Mechanical Supply, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Coyle Mechanical Supply, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00766032 · Participants: 32Coyle Mechanical Supply, Inc. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 4.440263476 · Participants: 4738Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.616096816 · Participants: 4251Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.195072662 · Participants: 486Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership Plan
Coyle Mechanical Supply, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Coyle Mechanical Supply, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Coyle Mechanical Supply, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is J.M. Grimstad, Inc. Employee Stock Ownership Plan in WI ($8M); by covered participants it is Home Science Tools Employee Stock Ownership Plan in MT (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 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 Coyle Mechanical Supply, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Coyle Mechanical Supply, Inc. Employee Stock Ownership Plan surged - up 34.9% during 2023, from $6M to $8M. Reported net income was $2M.
How have Coyle Mechanical Supply, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coyle Mechanical Supply, Inc.'s sponsor-wide assets grew 115.1%, from $6M to $12M.
Which ESOP plans are similar in size to Coyle Mechanical Supply, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is J.M. Grimstad, Inc. Employee Stock Ownership Plan in WI ($8M, 46 participants).
Which ESOP plans cover a similar participant headcount to Coyle Mechanical Supply, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Home Science Tools Employee Stock Ownership Plan in MT (32 participants, $100K 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 370908575.

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.