ESOP · DOL Form 5500 · 2023

Couts Heating and Cooling, Inc. ESOP

Data updated 2026-08-25

$503K
Total assets Small plan by assets
18
Participants Small participant base
18th
Percentile by assets National rank
$27,917
Avg per participant Low balance/head
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Official DOL plan name: Couts Heating and Cooling, Inc. Employee Stock Ownership Plan · Sponsored by Couts Heating and Cooling, Inc. · California · Construction

$503K in assets, 18 participants

Couts Heating and Cooling, Inc.'s Couts Heating and Cooling, Inc. Employee Stock Ownership Plan reported $503K in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,475 in Construction (9,030 peers)

Couts Heating and Cooling, Inc. multi-year trail

Couts Heating and Cooling, Inc.'s plans moved +241.7% in assets from 2022 to 2024; this filing shows Couts Heating and Cooling, Inc. Employee Stock Ownership Plan at $503K / 18 participants.

#1,475
in Construction (9,030 peers)
+67.5%
assets growth YoY

Couts Heating and Cooling, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Couts Heating and Cooling, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$502,500 18th percentile higher than 18% 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

Couts Heating and Cooling, 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. Couts Heating and Cooling, Inc. Employee Stock Ownership Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Couts Heating and Cooling, Inc. Employee Stock Ownership Plan end-of-year assets rose from $300K in the plan year 2022 filing to $503K in the plan year 2023 filing.
  • Couts Heating and Cooling, Inc. Employee Stock Ownership Plan reported net income rose from $364K in the plan year 2022 filing to $586K in the plan year 2023 filing.
  • Couts Heating and Cooling, Inc. Employee Stock Ownership Plan reported participants fell from 30 in the plan year 2022 filing to 18 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 953268594 · Couts Heating and Cooling, Inc. PY 2023 · ESOP

Couts Heating and Cooling, Inc. Employee Stock Ownership Plan · $503K · 18 · 18th

  • RANK $503K
  • RANK 18
  • RANK 18th
  • RANK ESOP
  • RANK near Joma Construction Services, Inc. Employee Stock Ownership Plan
  • RANK ind #1475

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 →

Couts Heating and Cooling, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Couts Heating and Cooling, Inc. Employee Stock Ownership PlanCouts Heating and Cooling, I…$503KJoma Construction Services, Inc. Employee Stock Ownership PlanJoma Construction Services, …$502KGish, Sherwood & Friends, Inc. Employee Stock Ownership PlanGish, Sherwood & Friends, In…$500KGrassi Advisory Group Employee Stock Ownership PlanGrassi Advisory Group Employ…$500KGrassi Advisory Group Employee Stock Ownership PlanGrassi Advisory Group Employ…$500K
End-of-year total assets ($M) among Couts Heating and Cooling, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Couts Heating and Cooling, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Couts Heating and Cooling, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 241.66666666666666% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $0.3M $1.02M ▲ +240.0%
Year Plans Participants Total Assets
2022 1 30 $300K
2023 1 18 $503K
2024 1 19 $1M

Couts Heating and Cooling, Inc. filing trail (2023)

Total Assets (Beginning of Year)$300K
Net Assets (End of Year)-$6M
Net Income$586K
Employer EIN953268594
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Couts Heating and Cooling, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Couts Heating and Cooling, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.0005025 · Participants: 18Couts Heating and Cooling, Inc. Employee Stock Ownership PlanParsons 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
Couts Heating and Cooling, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Couts Heating and Cooling, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Couts Heating and Cooling, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Joma Construction Services, Inc. Employee Stock Ownership Plan in GA ($502K); by covered participants it is Endpoint Solutions Corp. Employee Stock Ownership Plan in WI (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Couts Heating and Cooling, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Couts Heating and Cooling, Inc. Employee Stock Ownership Plan surged - up 67.5% during 2023, from $300K to $503K. Reported net income was $586K.
How have Couts Heating and Cooling, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Couts Heating and Cooling, Inc.'s sponsor-wide assets grew 241.7%, from $300K to $1M.
Where does Couts Heating and Cooling, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Couts Heating and Cooling, Inc. Employee Stock Ownership Plan ranks in the 18th 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 Couts Heating and Cooling, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Joma Construction Services, Inc. Employee Stock Ownership Plan in GA ($502K, 22 participants).
Which ESOP plans cover a similar participant headcount to Couts Heating and Cooling, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Endpoint Solutions Corp. Employee Stock Ownership Plan in WI (18 participants, $1M 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 953268594.

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.