ESOP · DOL Form 5500 · 2023

Custom Holdings, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 31
Participants Small participant base: 51st
Percentile by assets National rank: $229,824
Avg per participant Above avg balance/head

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Official DOL plan name: Custom Aire, Inc. ESOP · Sponsored by Custom Holdings, Inc. · North Dakota · Construction

$7M in assets, 31 participants

Custom Holdings, Inc.'s Custom Aire, Inc. ESOP reported $7M in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

#4,474 in Construction (9,030 peers)

Custom Holdings, Inc. multi-year trail

Custom Holdings, Inc.'s plans moved +53.5% in assets from 2022 to 2024; this filing shows Custom Aire, Inc. ESOP at $7M / 31 participants.

#4,474
in Construction (9,030 peers): +38.9%
assets growth YoY

Custom Aire, Inc. ESOP's mid-pack asset rank among Construction and all filers

Custom Aire, Inc. ESOP vs every filed plan by assets

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

$7,124,553 Top 49% higher than 51% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Custom Aire, Inc. 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. Custom Aire, Inc. ESOP is a small filing (31 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Custom Aire, Inc. ESOP reported net income rose from $925K in the plan year 2022 filing to $2M in the plan year 2023 filing.
Custom Aire, Inc. ESOP end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Custom Aire, Inc. ESOP reported participants fell from 32 in the plan year 2022 filing to 31 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 452900982 · Custom Holdings, Inc. PY 2023 · ESOP

Custom Aire, Inc. ESOP · $7M · 31 · 51st

5500 $7M
ASSETS 31
PCT 51st
EIN ESOP
RANK near Strick Trailers Employee Stock Ownership Plan
PHOTO ind #4474

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 North Dakota →

End-of-year total assets ($M) among Custom Aire, Inc. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Custom Holdings, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $8M 53.46511457475738% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	32	$5M
2023	1	31	$7M
2024	1	33	$8M

Custom Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$7M
Net Income	$2M
Employer EIN	452900982
Plan Effective Date	2010-01-01
Filing Status	FILING RECEIVED

Nearby ESOP Plans in North Dakota

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

Custom Aire, Inc. ESOP vs. nearby ESOP plans in North Dakota, assets vs. participants

Border States Industries, Inc. Employee Stock Ownership Plan $1.2B · 2,973
Scheels Employee Stock Ownership Plan $838M · 4,597
Dakota Supply Group, Inc. Employee Stock Ownership Plan $230M · 767
Ulteig, Inc. Employee Stock Ownership Plan $159M · 901
Frontier Precision, Inc Employee Stock Ownership Plan $87M · 90

Compare Custom Aire, Inc. ESOP side-by-side with 3 peers →

Custom Aire, Inc. ESOP's out-of-state ESOP peers by assets and headcount

Outside North Dakota, the nearest ESOP by assets is Strick Trailers Employee Stock Ownership Plan in PA ($7M); 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.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Strick Trailers Employee Stock Ownership Plan (PA) $7M · 172
Igov Employee Stock Ownership Plan (VA) $7M · 60
Cafl Employee Stock Ownership Plan (NY) $7M · 119
Northwest Engineering Service, Inc. Restated Employee Stock Ownership Plan and Trust (OR) $7M · 43

Similar participant headcount

Nearest other-state filings by covered participants (31 participants); asset peers above are excluded.

Miller/Howard Investments, Inc. Employee Stock Ownership Plan (NY) 31 · 0 off
Combat Brands Employee Stock Ownership Plan (KS) 31 · 0 off
York Bancshares, Inc. Employee Stock Ownership Plan (SC) 31 · 0 off
Onex, Inc. Employee Stock Ownership Plan (PA) 31 · 0 off

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 Custom Aire, Inc. ESOP assets move in 2023? ▼

Custom Aire, Inc. ESOP surged - up 38.9% during 2023, from $5M to $7M. Reported net income was $2M.

How have Custom Holdings, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Custom Holdings, Inc.'s sponsor-wide assets grew 53.5%, from $5M to $8M.

Which ESOP plans are similar in size to Custom Aire, Inc. ESOP? ▼

Among ESOP plans in other states, the closest by assets is Strick Trailers Employee Stock Ownership Plan in PA ($7M, 172 participants).

Which ESOP plans cover a similar participant headcount to Custom Aire, Inc. ESOP? ▼

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 452900982.