ESOP · DOL Form 5500 · 2023

Sturdevant Refrigeration & Air Conditioning, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
31
Participants Small participant base
40th
Percentile by assets National rank
$125,831
Avg per participant Near avg balance/head
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Official DOL plan name: Sturdevant Refrigeration & Air Conditioning, Inc. Employee Stock Ownership Plan · Sponsored by Sturdevant Refrigeration & Air Conditioning, Inc. · Hawaii · Construction

$4M in assets, 31 participants

Sturdevant Refrigeration & Air Conditioning, Inc.'s Sturdevant Refrigeration & Air Conditioning, Inc. Employee Stock Ownership Plan reported $4M in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #3,417 in Construction (9,030 peers)

Sturdevant Refrigeration & Air Conditioning, Inc. multi-year trail

Sturdevant Refrigeration & Air Conditioning, Inc.'s plans moved -33.9% in assets from 2022 to 2024; this filing shows Sturdevant Refrigeration & Air Conditioning, Inc. Employee Stock Ownership Plan at $4M / 31 participants.

#3,417
in Construction (9,030 peers)
+116.6%
assets growth YoY

Sturdevant Refrigeration & Air Conditioning, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Sturdevant Refrigeration & Air Conditioning, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,900,765 40th percentile higher than 40% 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

Sturdevant Refrigeration & Air Conditioning, 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. Sturdevant Refrigeration & Air Conditioning, Inc. Employee Stock Ownership Plan is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sturdevant Refrigeration & Air Conditioning, Inc. Employee Stock Ownership Plan reported net income rose from $250K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sturdevant Refrigeration & Air Conditioning, Inc. Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Sturdevant Refrigeration & Air Conditioning, Inc. Employee Stock Ownership Plan reported participants rose from 30 in the plan year 2022 filing to 31 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 990226132 · Sturdevant Refrigeration & Air Conditioning, Inc. PY 2023 · ESOP

Sturdevant Refrigeration & Air Conditioning, Inc. Employee Stock Ownership Plan · $4M · 31 · 40th

  • SCH $4M
  • SCH 31
  • SCH 40th
  • SCH ESOP
  • SCH near Pinnacle Designs Employee Stock Ownership Plan
  • SCH ind #3417

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 Hawaii →

Sturdevant Refrigeration & Air Conditioning, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Sturdevant Refrigeration & Air Conditioning, Inc. Employee Stock Ownership PlanSturdevant Refrigeration & A…$4MPinnacle Designs Employee Stock Ownership PlanPinnacle Designs Employee St…$4MKcd, Inc. Employee Stock Ownership PlanKcd, Inc. Employee Stock Own…$4MGold Coast Ingredients, Inc. ESOPGold Coast Ingredients, Inc.…$4MMinnwest Corporation Employee Stock Ownership PlanMinnwest Corporation Employe…$4M
End-of-year total assets ($M) among Sturdevant Refrigeration & Air Conditioning, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Sturdevant Refrigeration & Air Conditioning, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sturdevant Refrigeration & Air Conditioning, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 33.88386266167332% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $4.36M $2.88M ▼ -33.9%
Year Plans Participants Total Assets
2022 2 63 $4M
2023 2 70 $7M
2024 1 39 $3M

Sturdevant Refrigeration & Air Conditioning, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$566K
Net Income$2M
Employer EIN990226132
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Hawaii

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

Sturdevant Refrigeration & Air Conditioning, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -500050010001500 -50050100150 Total assets ($M) Participants Sturdevant Refrigeration & Air Conditioning, Inc. Employee Stock Ownership Plan, Total assets ($M): 3.900765 · Participants: 31Sturdevant Refrigeration & Air Conditioning, Inc. Employee Stock Ownership PlanRoberts Hawaii, Inc. Employee Stock Ownership Plan, Total assets ($M): 128.324178 · Participants: 1144Roberts Hawaii, Inc. Employee Stock Ownership PlanGpf Life and Health Benefits Co. Employee Stock Ownership Plan, Total assets ($M): 128.158632 · Participants: 102Gpf Life and Health Benefits Co. Employee Stock Ownership PlanBowers & Kubota Consulting, Inc. ESOP, Total assets ($M): 124.005968 · Participants: 258Bowers & Kubota Consulting, Inc. ESOPR. M. Towill Corporation Employee Stock Ownership Plan, Total assets ($M): 116.46544 · Participants: 96R. M. Towill Corporation Employee Stock Ownership PlanHpm Building Supply Employee Stock Ownership Plan, Total assets ($M): 99.513108 · Participants: 381Hpm Building Supply Employee Stock Ownership Plan
Sturdevant Refrigeration & Air Conditioning, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants
Compare Sturdevant Refrigeration & Air Conditioning, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Hawaii, the nearest ESOP by assets is Pinnacle Designs Employee Stock Ownership Plan in CA ($4M); by covered participants it is Miller/Howard Investments, Inc. Employee Stock Ownership Plan in NY (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Sturdevant Refrigeration & Air Conditioning, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Sturdevant Refrigeration & Air Conditioning, Inc. Employee Stock Ownership Plan surged - up 116.6% during 2023, from $2M to $4M. Reported net income was $2M.
How have Sturdevant Refrigeration & Air Conditioning, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sturdevant Refrigeration & Air Conditioning, Inc.'s sponsor-wide assets declined 33.9%, from $4M to $3M.
Which ESOP plans are similar in size to Sturdevant Refrigeration & Air Conditioning, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Pinnacle Designs Employee Stock Ownership Plan in CA ($4M, 48 participants).
Which ESOP plans cover a similar participant headcount to Sturdevant Refrigeration & Air Conditioning, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Miller/Howard Investments, Inc. Employee Stock Ownership Plan in NY (31 participants, $11M 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 990226132.

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.