ESOP · DOL Form 5500 · 2023

Incom Mechanical, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
25
Participants Small participant base
24th
Percentile by assets National rank
$41,947
Avg per participant Low balance/head
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Official DOL plan name: Incom Mechanical Inc. Employee Stock Ownership Plan and Trust · Sponsored by Incom Mechanical, Inc. · California · Construction

$1M in assets, 25 participants

Incom Mechanical, Inc.'s Incom Mechanical Inc. Employee Stock Ownership Plan and Trust reported $1M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,991 in Construction (9,030 peers)

Incom Mechanical, Inc. multi-year trail

Incom Mechanical, Inc.'s plans moved -27.3% in assets from 2022 to 2024; this filing shows Incom Mechanical Inc. Employee Stock Ownership Plan and Trust at $1M / 25 participants.

#1,991
in Construction (9,030 peers)
-36.2%
assets change YoY

The plan reported a net loss of $329K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Incom Mechanical Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Incom Mechanical Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$1,048,681 24th percentile higher than 24% 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

Incom Mechanical Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Incom Mechanical Inc. Employee Stock Ownership Plan and Trust is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Incom Mechanical Inc. Employee Stock Ownership Plan and Trust reported net income fell from $513K in the plan year 2022 filing to -$329K in the plan year 2023 filing.
  • Incom Mechanical Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Incom Mechanical Inc. Employee Stock Ownership Plan and Trust reported participants fell from 36 in the plan year 2022 filing to 25 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 680123901 · Incom Mechanical, Inc. PY 2023 · ESOP

Incom Mechanical Inc. Employee Stock Ownership Plan and Trust · $1M · 25 · 24th

  • PHOTO $1M
  • IND 25
  • EOY 24th
  • 5500 ESOP
  • ASSETS near Tms, Inc. Employee Stock Ownership Plan
  • PCT ind #1991

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 →

Incom Mechanical Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Incom Mechanical Inc. Employee Stock Ownership Plan and TrustIncom Mechanical Inc. Employ…$1MTms, Inc. Employee Stock Ownership PlanTms, Inc. Employee Stock Own…$1MWilson Iron Works Employee Stock Ownership PlanWilson Iron Works Employee S…$1MNde Technology, Inc. Employee Stock Ownership PlanNde Technology, Inc. Employe…$1MBc Construction Group, Inc. Employee Stock Ownership PlanBc Construction Group, Inc. …$1M
End-of-year total assets ($M) among Incom Mechanical Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Incom Mechanical, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Incom Mechanical, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 27.310831478588725% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $2.75M $2M ▼ -27.3%
Year Plans Participants Total Assets
2022 2 75 $3M
2023 2 64 $2M
2024 2 42 $2M

Incom Mechanical, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$1M
Net Income-$329K
Employer EIN680123901
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Incom Mechanical Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Incom Mechanical Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.001048681 · Participants: 25Incom Mechanical Inc. Employee Stock Ownership Plan and TrustParsons 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
Incom Mechanical Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants
Compare Incom Mechanical Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Incom Mechanical Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Tms, Inc. Employee Stock Ownership Plan in KS ($1M); by covered participants it is Wvs Financial Corp. Employee Stock Ownership Plan in PA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Incom Mechanical Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Incom Mechanical Inc. Employee Stock Ownership Plan and Trust contracted severely - down 36.2% during 2023, from $2M to $1M. Reported net income was -$329K.
How have Incom Mechanical, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Incom Mechanical, Inc.'s sponsor-wide assets declined 27.3%, from $3M to $2M.
Where does Incom Mechanical Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Incom Mechanical Inc. Employee Stock Ownership Plan and Trust ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Incom Mechanical Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Tms, Inc. Employee Stock Ownership Plan in KS ($1M, 24 participants).
Which ESOP plans cover a similar participant headcount to Incom Mechanical Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Wvs Financial Corp. Employee Stock Ownership Plan in PA (25 participants, $3M 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 680123901.

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.