ESOP · DOL Form 5500 · 2023

Bland a/C & Heating Inc. ESOP

Data updated 2026-08-25

$83K
Total assets Small plan by assets
30
Participants Small participant base
5th
Percentile by assets National rank
$2,761
Avg per participant Low balance/head
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Official DOL plan name: Bland Solar & Air ESOP · Sponsored by Bland a/C & Heating Inc. · California · Construction

$83K in assets, 30 participants

Bland a/C & Heating Inc.'s Bland Solar & Air ESOP reported $83K in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 5th 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.

  • #431 in Construction (9,030 peers)

Bland a/C & Heating Inc. multi-year trail

Bland a/C & Heating Inc.'s plans moved -41.9% in assets from 2022 to 2023; this filing shows Bland Solar & Air ESOP at $83K / 30 participants.

#431
in Construction (9,030 peers)
-41.9%
assets change YoY

The plan reported a net loss of $60K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bland Solar & Air ESOP among the smaller filed plans by assets

Bland Solar & Air ESOP vs every filed plan by assets

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

$82,832 5th percentile higher than 5% 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

Bland Solar & Air ESOP among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bland Solar & Air ESOP is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bland Solar & Air ESOP reported net income rose from -$277K in the plan year 2022 filing to -$60K in the plan year 2023 filing.
  • Bland Solar & Air ESOP end-of-year assets fell from $143K in the plan year 2022 filing to $83K in the plan year 2023 filing.
  • Bland Solar & Air ESOP reported participants fell from 49 in the plan year 2022 filing to 30 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 912095706 · Bland a/C & Heating Inc. PY 2023 · ESOP

Bland Solar & Air ESOP · $83K · 30 · 5th

  • VS-ST $83K
  • VS-ST 30
  • VS-ST 5th
  • VS-ST ESOP
  • VS-ST near Dipaco, Inc. Employee Stock Ownership Plan
  • VS-ST ind #431

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 →

Bland Solar & Air ESOP in the asset neighbourhood

Bland Solar & Air ESOP$83KDipaco, Inc. Employee Stock Ownership PlanDipaco, Inc. Employee Stock …$82KThe Southern Therapy Services, Inc. Employee Stock Ownership PlanThe Southern Therapy Service…$81KMeeco, Inc. Employee Stock Ownership PlanMeeco, Inc. Employee Stock O…$81KSecure Investing Partners LLC ESOP PlanSecure Investing Partners LL…$81K
End-of-year total assets ($M) among Bland Solar & Air ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Bland a/C & Heating Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bland a/C & Heating Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$83K 41.94927429584621% vs 2022
2023 filing year
$0.06M$0.08M$0.1M$0.12M$0.14M$0.16M 20222023 $0.14M $0.08M ▼ -42.9%
Year Plans Participants Total Assets
2022 1 49 $143K
2023 1 30 $83K

Bland a/C & Heating Inc. filing trail (2023)

Total Assets (Beginning of Year)$143K
Net Assets (End of Year)$83K
Net Income-$60K
Employer EIN912095706
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Bland Solar & Air ESOP vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Bland Solar & Air ESOP, Total assets ($B): 0.000082832 · Participants: 30Bland Solar & Air ESOPParsons 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
Bland Solar & Air ESOP vs. nearby ESOP plans in California, assets vs. participants
Compare Bland Solar & Air ESOP side-by-side with 3 peers →

Bland Solar & Air ESOP's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Dipaco, Inc. Employee Stock Ownership Plan in NV ($82K); by covered participants it is Blue Ridge Aquaculture, Inc. Employee Stock Ownership Plan in VA (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 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 Bland Solar & Air ESOP assets move in 2023? ▼
Bland Solar & Air ESOP contracted severely - down 41.9% during 2023, from $143K to $83K. Reported net income was -$60K.
How have Bland a/C & Heating Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Bland a/C & Heating Inc.'s sponsor-wide assets declined 41.9%, from $143K to $83K.
Where does Bland Solar & Air ESOP rank by assets among Form 5500 filers? ▼
Bland Solar & Air ESOP ranks in the 5th 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 Bland Solar & Air ESOP? ▼
Among ESOP plans in other states, the closest by assets is Dipaco, Inc. Employee Stock Ownership Plan in NV ($82K, N/A participants).
Which ESOP plans cover a similar participant headcount to Bland Solar & Air ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Blue Ridge Aquaculture, Inc. Employee Stock Ownership Plan in VA (30 participants, N/A 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 912095706.

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.