ESOP · DOL Form 5500 · 2023

American Mechanical , Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
22
Participants Small participant base
38th
Percentile by assets National rank
$156,852
Avg per participant Above avg balance/head
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Official DOL plan name: American Mechanical, Inc. Employee Stock Ownership Plan · Sponsored by American Mechanical , Inc. · California · Construction

$3M in assets, 22 participants

American Mechanical , Inc.'s American Mechanical, Inc. Employee Stock Ownership Plan reported $3M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #3,232 in Construction (9,030 peers)

2023 asset change

American Mechanical, Inc. Employee Stock Ownership Plan declined sharply 28.5% in 2023 ($5M → $3M) for 22 participants.

#3,232
in Construction (9,030 peers)
-28.5%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

American Mechanical, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,450,749 38th percentile higher than 38% 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

American Mechanical, 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. American Mechanical, Inc. Employee Stock Ownership Plan is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Mechanical, Inc. Employee Stock Ownership Plan reported net income fell from $409K in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • American Mechanical, Inc. Employee Stock Ownership Plan end-of-year assets fell from $5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • American Mechanical, Inc. Employee Stock Ownership Plan reported participants fell from 25 in the plan year 2022 filing to 22 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 510593579 · American Mechanical , Inc. PY 2023 · ESOP

American Mechanical, Inc. Employee Stock Ownership Plan · $3M · 22 · 38th

  • EBSA $3M
  • EBSA 22
  • EBSA 38th
  • EBSA ESOP
  • EBSA near The Elm Group, Inc. Employee Stock Ownership Plan
  • EBSA ind #3232

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 →

American Mechanical, Inc. Employee Stock Ownership Plan in the asset neighbourhood

The Elm Group, Inc. Employee Stock Ownership PlanThe Elm Group, Inc. Employee…$3MFast Electrical Contractors, Inc. Employee Stock Ownership PlanFast Electrical Contractors,…$3MDiamond Screw Products, Inc. Employee Stock Ownership PlanDiamond Screw Products, Inc.…$3MAmerican Mechanical, Inc. Employee Stock Ownership PlanAmerican Mechanical, Inc. Em…$3MSmith & Boucher, Inc. Employee Stock Ownership PlanSmith & Boucher, Inc. Employ…$3M
End-of-year total assets ($M) among American Mechanical, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

American Mechanical , Inc. years around the 2023 move

Sponsor-wide plan assets over time

All American Mechanical , Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 8.964006481497016% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $4.83M $4.4M ▼ -8.9%
Year Plans Participants Total Assets
2022 1 25 $5M
2023 1 22 $3M
2024 1 21 $4M

2023 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)-$2M
Net Income-$1M
Employer EIN510593579
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

American Mechanical, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants American Mechanical, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.003450749 · Participants: 22American Mechanical, 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
American Mechanical, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare American Mechanical, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is The Elm Group, Inc. Employee Stock Ownership Plan in NJ ($3M); by covered participants it is Standard Golf Company Employee Stock Ownership Plan in IA (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 American Mechanical, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
American Mechanical, Inc. Employee Stock Ownership Plan declined sharply - down 28.5% during 2023, from $5M to $3M. Reported net income was -$1M.
How have American Mechanical , Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Mechanical , Inc.'s sponsor-wide assets declined 9.0%, from $5M to $4M.
Which ESOP plans are similar in size to American Mechanical, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Elm Group, Inc. Employee Stock Ownership Plan in NJ ($3M, 44 participants).
Which ESOP plans cover a similar participant headcount to American Mechanical, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Standard Golf Company Employee Stock Ownership Plan in IA (22 participants, $10M 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 510593579.

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.