ESOP · DOL Form 5500 · 2023
Air Conditioning & Heating Service Co ESOP
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $128,684
- Avg per participant Near avg balance/head
Official DOL plan name: Air Conditioning & Heating Service Company Employee Stock Ownership Plan · Sponsored by Air Conditioning & Heating Service Co · New Mexico · Construction
$1M in assets, 10 participants
Air Conditioning & Heating Service Co's Air Conditioning & Heating Service Company Employee Stock Ownership Plan reported $1M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.
- #2,148 in Construction (9,030 peers)
2023 asset change
Air Conditioning & Heating Service Company Employee Stock Ownership Plan grew at a solid clip 10.7% in 2023 ($1M → $1M) for 10 participants.
- #2,148
- in Construction (9,030 peers)
- +10.7%
- assets growth YoY
Air Conditioning & Heating Service Company Employee Stock Ownership Plan among the smaller filed plans by assets
Air Conditioning & Heating Service Company Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,286,837 26th percentile higher than 26% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Air Conditioning & Heating Service Company Employee Stock Ownership Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Air Conditioning & Heating Service Company Employee Stock Ownership Plan is a micro filing (10 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Air Conditioning & Heating Service Company Employee Stock Ownership Plan reported net income rose from $84K in the plan year 2022 filing to $152K in the plan year 2023 filing.
- Air Conditioning & Heating Service Company Employee Stock Ownership Plan reported participants rose from 9 in the plan year 2022 filing to 10 in the plan year 2023 filing.
- Air Conditioning & Heating Service Company Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 850219210 · Air Conditioning & Heating Service Co PY 2023 · ESOP
Air Conditioning & Heating Service Company Employee Stock Ownership Plan · $1M · 10 · 26th
- RANK $1M
- PHOTO 10
- IND 26th
- EOY ESOP
- 5500 near Citizens Bank & Trust of Vivian Employee Stock Ownership Plan
- ASSETS ind #2148
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 New Mexico →
Air Conditioning & Heating Service Company Employee Stock Ownership Plan in the asset neighbourhood
Air Conditioning & Heating Service Co years around the 2023 move
Sponsor-wide plan assets over time
All Air Conditioning & Heating Service Co plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 0.49904499488743326% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $1M |
| 2023 | 1 | 10 | $1M |
| 2024 | 1 | 7 | $1M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $152K |
| Employer EIN | 850219210 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in New Mexico
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Employee Stock Ownership Plan of Applied Research Associates, Inc. $606M · 1,981
- Ppic Employee Stock Ownership Plan $59M · 107
- Azurite Professional Community Employee Stock Ownership Plan $24M · 259
- Citizens Bank Employee Stock Ownership and Retirement Savings Plan $21M · 101
- Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan $19M · 14
Air Conditioning & Heating Service Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside New Mexico, the nearest ESOP by assets is Citizens Bank & Trust of Vivian Employee Stock Ownership Plan in LA ($1M); by covered participants it is Mantech International Corporation Employee Stock Ownership Plan in VA (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.
- Mantech International Corporation Employee Stock Ownership Plan (VA) 10 · 0 off
- Ralph Andersen & Associates Employee Stock Ownership Plan (CA) 10 · 0 off
- Automatic Pump & Equipment Company, Inc. Employee Stock Ownership Plan (TX) 10 · 0 off
- Corbin Design, Inc. Employee Stock Ownership Plan (MI) 10 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.