ESOP · DOL Form 5500 · 2023
Ams Mechanical Holdings, Inc. ESOP
Data updated 2026-08-11
- $37M
- Total assets
- 148
- Participants
- 82nd
- Percentile by assets
- $246,945
- Avg per participant
Official DOL plan name: Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Ams Mechanical Holdings, Inc. · Illinois · Construction
$37M in assets, 148 participants
Ams Mechanical Holdings, Inc.'s Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan reported $37M in total assets and 148 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- 82nd percentile by assets (of 127,072 plans)
- #7,246 in Construction (9,030 peers)
Coverage in Illinois
Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan covers 148 participants in Illinois, about 19% of the average Illinois filer (state average ~779 per filing). Assets: $37M.
- $37M
- total plan assets (2023 EOY)
- 148
- covered participants
- 82nd
- percentile by assets (of 127,072 plans)
- $246,945
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan reported net income rose from $5M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $21M in the plan year 2022 filing to $37M in the plan year 2023 filing.
- Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 132 in the plan year 2022 filing to 148 in the plan year 2023 filing.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan reports 148 participants - about 19% of that state average ($37M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $16M |
| Employer EIN | 814368506 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ams Mechanical Holdings, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 277 | $42M |
| 2023 | 2 | 300 | $62M |
| 2024 | 2 | 327 | $109M |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
- Amsted Industries Incorporated Employees' Stock Ownership Plan $4.4B · 4,738
- Kehe Distributors, Inc. Employee Stock Ownership Plan $1.6B · 4,251
- Scot Forge Company Employee Stock Ownership Plan $1.2B · 486
- Bdo USA Employee Stock Ownership Plan $915M · 10,168
- Bdo USA Employee Stock Ownership Plan $915M · 10,168
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Illinois. Compare plans
- Ams Mechanical Holdings, Inc.'s sponsor-wide assets have grown 160.0% since 2022 across 3 plan years on file. More Construction plans