ESOP · DOL Form 5500 · 2023

Control Air Holdings Inc. ESOP

Data updated 2026-08-25

$46M
Total assets Below avg plan size
246
Participants Below avg headcount
85th
Percentile by assets National rank
$187,814
Avg per participant Above avg balance/head
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Official DOL plan name: Control Air Employee Stock Ownership Plan · Sponsored by Control Air Holdings Inc. · California · Construction

$46M in assets, 246 participants

Control Air Holdings Inc.'s Control Air Employee Stock Ownership Plan reported $46M in total assets and 246 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,453 in Construction (9,030 peers)

Coverage in California

Control Air Employee Stock Ownership Plan covers 246 participants in California, about 39% of the average California filer (state average ~630 per filing). Assets: $46M.

#7,453
in Construction (9,030 peers)
+56.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Control Air Employee Stock Ownership Plan's outsized position by total assets

Control Air Employee Stock Ownership Plan vs every filed plan by assets

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

$46,202,221 Top 15% higher than 85% 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

Control Air 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. Control Air Employee Stock Ownership Plan sits mid-pack in the medium band (246 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Control Air Employee Stock Ownership Plan reported net income rose from $12M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Control Air Employee Stock Ownership Plan end-of-year assets rose from $30M in the plan year 2022 filing to $46M in the plan year 2023 filing.
  • Control Air Employee Stock Ownership Plan reported participants fell from 257 in the plan year 2022 filing to 246 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 833869630 · Control Air Holdings Inc. PY 2023 · ESOP

Control Air Employee Stock Ownership Plan · $46M · 246 · 85th

  • PCT $46M
  • PCT 246
  • PCT 85th
  • PCT ESOP
  • PCT near Miedema Produce, Inc. Employee Stock Ownership Plan
  • PCT ind #7453

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 →

Control Air Employee Stock Ownership Plan in the asset neighbourhood

Jjf Management Services, Inc. ESOPJjf Management Services, Inc…$47MMiedema Produce, Inc. Employee Stock Ownership PlanMiedema Produce, Inc. Employ…$46MControl Air Employee Stock Ownership PlanControl Air Employee Stock O…$46MHanson Group, Inc. Employee Stock Ownership TrustHanson Group, Inc. Employee …$46MRei Systems, Inc. Employee Stock Ownership PlanRei Systems, Inc. Employee S…$46M
End-of-year total assets ($M) among Control Air Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)-$43M
Net Income$18M
Employer EIN833869630
Plan Effective Date2018-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Control Air Holdings Inc.)

Sponsor-wide plan assets over time

All Control Air Holdings Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 59.454046603365285% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $29.6M $47.2M ▲ +59.5%
Year Plans Participants Total Assets
2022 1 257 $30M
2023 1 246 $46M
2024 1 255 $47M

Nearby ESOP Plans in California

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

Control Air Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Control Air Employee Stock Ownership Plan, Total assets ($B): 0.046202221 · Participants: 246Control Air 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
Control Air Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Control Air Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Miedema Produce, Inc. Employee Stock Ownership Plan in MI ($46M); by covered participants it is Metro Sales, Inc. Employee Stock Ownership Plan in MN (246 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (246 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 Control Air Employee Stock Ownership Plan assets move in 2023? ▼
Control Air Employee Stock Ownership Plan surged - up 56.1% during 2023, from $30M to $46M. Reported net income was $18M.
How have Control Air Holdings Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Control Air Holdings Inc.'s sponsor-wide assets grew 59.5%, from $30M to $47M.
Where does Control Air Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Control Air Employee Stock Ownership Plan ranks in the 85th 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 Control Air Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Miedema Produce, Inc. Employee Stock Ownership Plan in MI ($46M, 187 participants).
Which ESOP plans cover a similar participant headcount to Control Air Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Metro Sales, Inc. Employee Stock Ownership Plan in MN (246 participants, $75M 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 833869630.

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.