ESOP · DOL Form 5500 · 2023

Pacific Utility Installation, Inc. ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
113
Participants Small participant base
69th
Percentile by assets National rank
$147,575
Avg per participant Above avg balance/head
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Official DOL plan name: Pacific Utility Installation, Inc. Employee Stock Ownership Plan · Sponsored by Pacific Utility Installation, Inc. · California · Construction

$17M in assets, 113 participants

Pacific Utility Installation, Inc.'s Pacific Utility Installation, Inc. Employee Stock Ownership Plan reported $17M in total assets and 113 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #6,130 in Construction (9,030 peers)

Coverage in California

Pacific Utility Installation, Inc. Employee Stock Ownership Plan covers 113 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $17M.

#6,130
in Construction (9,030 peers)
+34.6%
assets growth YoY

Pacific Utility Installation, Inc. Employee Stock Ownership Plan's outsized position by total assets

Pacific Utility Installation, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$16,675,920 Top 31% higher than 69% 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

Pacific Utility Installation, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pacific Utility Installation, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pacific Utility Installation, Inc. Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Pacific Utility Installation, Inc. Employee Stock Ownership Plan end-of-year assets rose from $12M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Pacific Utility Installation, Inc. Employee Stock Ownership Plan reported participants fell from 119 in the plan year 2022 filing to 113 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 330741430 · Pacific Utility Installation, Inc. PY 2023 · ESOP

Pacific Utility Installation, Inc. Employee Stock Ownership Plan · $17M · 113 · 69th

  • EIN $17M
  • EIN 113
  • EIN 69th
  • EIN ESOP
  • EIN near Schier Products Company Employee Stock Ownership Plan
  • EIN ind #6130

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 →

Pacific Utility Installation, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Art's Electric Employee Stock Ownership PlanArt's Electric Employee Stoc…$17MLincoln Bancorp Employee Stock Ownership PlanLincoln Bancorp Employee Sto…$17MPacific Utility Installation, Inc. Employee Stock Ownership PlanPacific Utility Installation…$17MSchier Products Company Employee Stock Ownership PlanSchier Products Company Empl…$17MThe Bloom Organization II, Inc. Employee Stock Ownership PlanThe Bloom Organization II, I…$17M
End-of-year total assets ($M) among Pacific Utility Installation, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income$5M
Employer EIN330741430
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pacific Utility Installation, Inc.)

Sponsor-wide plan assets over time

All Pacific Utility Installation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 40.83809643496841% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15M $21.1M ▲ +40.8%
Year Plans Participants Total Assets
2022 2 245 $15M
2023 2 223 $19M
2024 2 325 $21M

Nearby ESOP Plans in California

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

Pacific Utility Installation, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Pacific Utility Installation, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.01667592 · Participants: 113Pacific Utility Installation, 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
Pacific Utility Installation, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Pacific Utility Installation, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Pacific Utility Installation, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Schier Products Company Employee Stock Ownership Plan in KS ($17M); by covered participants it is Savanna Industries Employee Stock Ownership Plan in VA (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Pacific Utility Installation, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Pacific Utility Installation, Inc. Employee Stock Ownership Plan surged - up 34.6% during 2023, from $12M to $17M. Reported net income was $5M.
How have Pacific Utility Installation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pacific Utility Installation, Inc.'s sponsor-wide assets grew 40.8%, from $15M to $21M.
Which ESOP plans are similar in size to Pacific Utility Installation, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Schier Products Company Employee Stock Ownership Plan in KS ($17M, 57 participants).
Which ESOP plans cover a similar participant headcount to Pacific Utility Installation, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Savanna Industries Employee Stock Ownership Plan in VA (113 participants, $34M 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 330741430.

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.