ESOP · DOL Form 5500 · 2023

Dac Acquisition Company, LLC ESOP

Data updated 2026-08-25

$98M
Total assets Below avg plan size
278
Participants Below avg headcount
91st
Percentile by assets National rank
$353,970
Avg per participant High balance/head
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Official DOL plan name: American Mechanical Holdings Employee Stock Ownership Plan · Sponsored by Dac Acquisition Company, LLC · Maryland · Construction

$98M in assets, 278 participants

Dac Acquisition Company, LLC's American Mechanical Holdings Employee Stock Ownership Plan reported $98M in total assets and 278 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #8,079 in Construction (9,030 peers)

Coverage in Maryland

American Mechanical Holdings Employee Stock Ownership Plan covers 278 participants in Maryland, about 30% of the average Maryland filer (state average ~929 per filing). Assets: $98M.

#8,079
in Construction (9,030 peers)
+30.2%
assets growth YoY
1.0×
vs typical plan assets (national mean)

American Mechanical Holdings Employee Stock Ownership Plan's outsized position by total assets

American Mechanical Holdings Employee Stock Ownership Plan vs every filed plan by assets

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

$98,403,786 Top 9% higher than 91% 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

American Mechanical Holdings 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. American Mechanical Holdings Employee Stock Ownership Plan sits mid-pack in the medium band (278 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Mechanical Holdings Employee Stock Ownership Plan reported net income rose from $12M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • American Mechanical Holdings Employee Stock Ownership Plan end-of-year assets rose from $76M in the plan year 2022 filing to $98M in the plan year 2023 filing.
  • American Mechanical Holdings Employee Stock Ownership Plan reported participants rose from 260 in the plan year 2022 filing to 278 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 205081488 · Dac Acquisition Company, LLC PY 2023 · ESOP

American Mechanical Holdings Employee Stock Ownership Plan · $98M · 278 · 91st

  • EBSA $98M
  • PART 278
  • TYPE 91st
  • NET ESOP
  • BOOK near Empowered Ventures, Inc. Employee Stock Ownership Plan
  • VS-ST ind #8079

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 Maryland →

American Mechanical Holdings Employee Stock Ownership Plan in the asset neighbourhood

Inland Truck Parts Company Employee Stock Ownership Plan and TrustInland Truck Parts Company E…$99MCisco-Eagle, Inc. Employees' Stock Ownership PlanCisco-Eagle, Inc. Employees'…$99MEmpowered Ventures, Inc. Employee Stock Ownership PlanEmpowered Ventures, Inc. Emp…$98MAmerican Mechanical Holdings Employee Stock Ownership PlanAmerican Mechanical Holdings…$98MThe Goodheart-Willcox Company, Inc. Employees' Profit Sharing and Stock Ownership PlanThe Goodheart-Willcox Compan…$98M
End-of-year total assets ($M) among American Mechanical Holdings Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$51M
Net Income$26M
Employer EIN205081488
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dac Acquisition Company, LLC)

Sponsor-wide plan assets over time

All Dac Acquisition Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$150M 49.15396723743532% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $100M $150M ▲ +49.2%
Year Plans Participants Total Assets
2022 2 523 $100M
2023 2 557 $127M
2024 2 546 $150M

Nearby ESOP Plans in Maryland

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

American Mechanical Holdings Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 00.511.5 Total assets ($B) Participants American Mechanical Holdings Employee Stock Ownership Plan, Total assets ($B): 0.098403786 · Participants: 278American Mechanical Holdings Employee Stock Ownership PlanEvapco, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.118445961 · Participants: 1617Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.406851042 · Participants: 3046Westat, Inc. Employee Stock Ownership PlanKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.335744983 · Participants: 1793Kci Technologies, Inc. Employee Stock Ownership PlanBrown Capital Management ESOP, Total assets ($B): 0.320387257 · Participants: 35Brown Capital Management ESOPLockheed Martin Corporation Capital Accumulation Plan, Total assets ($B): 0.267392826 · Participants: 5839Lockheed Martin Corporation Capital Accumulation Plan
American Mechanical Holdings Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants
Compare American Mechanical Holdings Employee Stock Ownership Plan side-by-side with 3 peers →

American Mechanical Holdings Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Maryland, the nearest ESOP by assets is Empowered Ventures, Inc. Employee Stock Ownership Plan in IN ($98M); by covered participants it is Morrison-Maierle, Inc. Employee Stock Ownership Plan in MT (278 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (278 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 American Mechanical Holdings Employee Stock Ownership Plan assets move in 2023? ▼
American Mechanical Holdings Employee Stock Ownership Plan surged - up 30.2% during 2023, from $76M to $98M. Reported net income was $26M.
How have Dac Acquisition Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dac Acquisition Company, LLC's sponsor-wide assets grew 49.2%, from $100M to $150M.
Where does American Mechanical Holdings Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
American Mechanical Holdings Employee Stock Ownership Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to American Mechanical Holdings Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Empowered Ventures, Inc. Employee Stock Ownership Plan in IN ($98M, 146 participants).
Which ESOP plans cover a similar participant headcount to American Mechanical Holdings Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Morrison-Maierle, Inc. Employee Stock Ownership Plan in MT (278 participants, $73M 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 205081488.

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.