ESOP · DOL Form 5500 · 2023

R & H Mechanical, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
142
Participants Small participant base
58th
Percentile by assets National rank
$69,985
Avg per participant Below avg balance/head
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Official DOL plan name: R & H Mechanical, Inc. Employee Stock Ownership Plan · Sponsored by R & H Mechanical, Inc. · Colorado · Construction

$10M in assets, 142 participants

R & H Mechanical, Inc.'s R & H Mechanical, Inc. Employee Stock Ownership Plan reported $10M in total assets and 142 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,133 in Construction (9,030 peers)

Coverage in Colorado

R & H Mechanical, Inc. Employee Stock Ownership Plan covers 142 participants in Colorado, about 38% of the average Colorado filer (state average ~376 per filing). Assets: $10M.

#5,133
in Construction (9,030 peers)
+52.4%
assets growth YoY

R & H Mechanical, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

R & H Mechanical, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$9,937,807 Top 42% higher than 58% 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

R & H Mechanical, Inc. 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. R & H Mechanical, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (142 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • R & H Mechanical, Inc. Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • R & H Mechanical, Inc. Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • R & H Mechanical, Inc. Employee Stock Ownership Plan reported participants rose from 140 in the plan year 2022 filing to 142 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 320109930 · R & H Mechanical, Inc. PY 2023 · ESOP

R & H Mechanical, Inc. Employee Stock Ownership Plan · $10M · 142 · 58th

  • NET $10M
  • NET 142
  • NET 58th
  • NET ESOP
  • NET near Wsr Holdings, Inc. Employee Stock Ownership Plan
  • NET ind #5133

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 Colorado →

R & H Mechanical, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Ebco Holdings Co. Employee Stock Ownership PlanEbco Holdings Co. Employee S…$10MWeldon Machine Tool, Inc. Employee Stock Ownership PlanWeldon Machine Tool, Inc. Em…$10MWsr Holdings, Inc. Employee Stock Ownership PlanWsr Holdings, Inc. Employee …$10MR & H Mechanical, Inc. Employee Stock Ownership PlanR & H Mechanical, Inc. Emplo…$10MCapital City Electric, Inc. Employee Stock Ownership PlanCapital City Electric, Inc. …$10M
End-of-year total assets ($M) among R & H Mechanical, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$4M
Employer EIN320109930
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (R & H Mechanical, Inc.)

Sponsor-wide plan assets over time

All R & H Mechanical, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 116.56723791615681% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $10.4M $22.6M ▲ +116.6%
Year Plans Participants Total Assets
2022 2 273 $10M
2023 2 273 $15M
2024 2 351 $23M

Nearby ESOP Plans in Colorado

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

R & H Mechanical, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. 050010001500 -1000100200300400500 Total assets ($M) Participants R & H Mechanical, Inc. Employee Stock Ownership Plan, Total assets ($M): 9.937807 · Participants: 142R & H Mechanical, Inc. Employee Stock Ownership PlanAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 385.149702 · Participants: 581Alpine Lumber Company Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 266.310908 · Participants: 776Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 211.311494 · Participants: 1075Envision Management Holding, Inc. Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 209.447754 · Participants: 206Brown Strauss, Inc. Employee Stock Ownership PlanHercules Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 106.310439 · Participants: 444Hercules Industries, Inc. Employee Stock Ownership Plan
R & H Mechanical, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare R & H Mechanical, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

R & H Mechanical, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Colorado, the nearest ESOP by assets is Wsr Holdings, Inc. Employee Stock Ownership Plan in UT ($10M); by covered participants it is Dynabrade, Inc Employee Stock Ownership Plan in NY (142 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (142 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 R & H Mechanical, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
R & H Mechanical, Inc. Employee Stock Ownership Plan surged - up 52.4% during 2023, from $7M to $10M. Reported net income was $4M.
How have R & H Mechanical, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R & H Mechanical, Inc.'s sponsor-wide assets grew 116.6%, from $10M to $23M.
Which ESOP plans are similar in size to R & H Mechanical, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Wsr Holdings, Inc. Employee Stock Ownership Plan in UT ($10M, 50 participants).
Which ESOP plans cover a similar participant headcount to R & H Mechanical, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Dynabrade, Inc Employee Stock Ownership Plan in NY (142 participants, $39M 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 320109930.

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.