ESOP · DOL Form 5500 · 2023

Dac Acquisition Company, LLC ESOP

Data updated 2026-08-11

$98M
Total assets
278
Participants
91st
Percentile by assets
$353,970
Avg per participant
PlainRetire home → About this data

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.

  • 91st percentile by assets (of 127,072 plans)
  • #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.

$98M
total plan assets (2023 EOY)
278
covered participants
91st
percentile by assets (of 127,072 plans)
$353,970
avg assets per participant

Where American Mechanical Holdings Employee Stock Ownership Plan sits 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 $2,010,000,000 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

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 →

State
Maryland
Industry
Construction

Participants vs Maryland filers

In Maryland, the average filing covers about 929 participants across 2,484 plans. American Mechanical Holdings Employee Stock Ownership Plan reports 278 participants - about 30% of that state average ($98M EOY assets).

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)

$80M$100M$120M$140M$160M 202220232024 $100M $150M ▲ +49.2%
Total plan assets by year, all Dac Acquisition Company, LLC plans on file
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 ($B) Participants American Mechanical …, Total assets ($B): 0.098403786 · Participants: 278American Mechanical …Evapco, Inc. Employe…, Total assets ($B): 1.118445961 · Participants: 1617Evapco, Inc. Employe…Westat, Inc. Employe…, Total assets ($B): 0.406851042 · Participants: 3046Westat, Inc. Employe…Kci Technologies, In…, Total assets ($B): 0.335744983 · Participants: 1793Kci Technologies, In…Brown Capital Manage…, Total assets ($B): 0.320387257 · Participants: 35Brown Capital Manage…Lockheed Martin Corp…, Total assets ($B): 0.267392826 · Participants: 5839Lockheed Martin Corp…
American Mechanical Holdings Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants
Compare American Mechanical Holdings Employee St… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to American Mechanical Holdings Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for American Mechanical Holdings Employee St…

Filing takeaways

Ways to act on American Mechanical Holdings Employee Stock Ownership Plan's numbers.

  • By total assets, American Mechanical Holdings Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Maryland. Compare plans
  • Dac Acquisition Company, LLC's sponsor-wide assets have grown 49.2% since 2022 across 3 plan years on file. More Construction plans

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.