ESOP · DOL Form 5500 · 2023

Water & Air Research, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
27
Participants Small participant base
24th
Percentile by assets National rank
$38,296
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Water & Air Research, Inc. Employee Stock Ownership Plan · Sponsored by Water & Air Research, Inc. · Florida · Professional & Technical Services

$1M in assets, 27 participants

Water & Air Research, Inc.'s Water & Air Research, Inc. Employee Stock Ownership Plan reported $1M in total assets and 27 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.

  • #3,893 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Water & Air Research, Inc. Employee Stock Ownership Plan holds $1M for 27 participants - about $38,296 per participant, among the smaller plans by assets on file.

#3,893
in Professional & Technical Services (20,321 peers)
-6.0%
assets change YoY

The plan reported a net loss of $71K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Water & Air Research, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Water & Air Research, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,033,991 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

Water & Air Research, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Water & Air Research, Inc. Employee Stock Ownership Plan is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Water & Air Research, Inc. Employee Stock Ownership Plan reported net income rose from -$147K in the plan year 2022 filing to -$71K in the plan year 2023 filing.
  • Water & Air Research, Inc. Employee Stock Ownership Plan end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Water & Air Research, Inc. Employee Stock Ownership Plan reported participants fell from 28 in the plan year 2022 filing to 27 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 591302326 · Water & Air Research, Inc. PY 2023 · ESOP

Water & Air Research, Inc. Employee Stock Ownership Plan · $1M · 27 · 24th

  • PCT $1M
  • EIN 27
  • RANK 24th
  • PHOTO ESOP
  • IND near Island City Dray Profit Sharing Plan
  • EOY ind #3893

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 Florida →

Water & Air Research, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Preferred Strategies, Inc. Employee Stock Ownership PlanPreferred Strategies, Inc. E…$1MWater & Air Research, Inc. Employee Stock Ownership PlanWater & Air Research, Inc. E…$1MIsland City Dray Profit Sharing PlanIsland City Dray Profit Shar…$1MBeckman Production Services, Inc. Employee Stock Ownership PlanBeckman Production Services,…$1MSantini Employee Stock Ownership PlanSantini Employee Stock Owner…$1M
End-of-year total assets ($M) among Water & Air Research, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$71K
Employer EIN591302326
Plan Effective Date1983-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Water & Air Research, Inc.)

Sponsor-wide plan assets over time

All Water & Air Research, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 9.970743007597% vs 2022
2024 filing year
$1M$1.1M$1.2M$1.3M 202220232024 $1.1M $1.21M ▲ +10.0%
Year Plans Participants Total Assets
2022 1 28 $1M
2023 1 27 $1M
2024 1 26 $1M

Nearby ESOP Plans in Florida

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

Water & Air Research, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Water & Air Research, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.001033991 · Participants: 27Water & Air Research, Inc. Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.810430673 · Participants: 141229Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.836004639 · Participants: 15500Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.390019755 · Participants: 382Rsr Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.367604547 · Participants: 233Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.324400117 · Participants: 5365Thirty Fifteen Employee Stock Ownership Plan
Water & Air Research, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Water & Air Research, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Water & Air Research, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Island City Dray Profit Sharing Plan in WI ($1M); by covered participants it is Blankenberger Brothers, Inc. Employee Stock Ownership Plan and Trust Agreement in IN (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Water & Air Research, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Water & Air Research, Inc. Employee Stock Ownership Plan pulled back noticeably - down 6.0% during 2023, from $1M to $1M. Reported net income was -$71K.
How have Water & Air Research, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Water & Air Research, Inc.'s sponsor-wide assets grew 10.0%, from $1M to $1M.
Where does Water & Air Research, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Water & Air Research, Inc. Employee Stock Ownership Plan 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 Water & Air Research, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Island City Dray Profit Sharing Plan in WI ($1M, 3 participants).
Which ESOP plans cover a similar participant headcount to Water & Air Research, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Blankenberger Brothers, Inc. Employee Stock Ownership Plan and Trust Agreement in IN (27 participants, $13M 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 591302326.

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.