ESOP · DOL Form 5500 · 2023
Energy Engineering Associates, Inc. ESOP
Data updated 2026-08-11
- $20M
- Total assets
- 127
- Participants
- 73rd
- Percentile by assets
- $161,388
- Avg per participant
Official DOL plan name: Energy Engineering Associates, Inc. Employee Stock Ownership Plan · Sponsored by Energy Engineering Associates, Inc. · Texas · Professional & Technical Services
$20M in assets, 127 participants
Energy Engineering Associates, Inc.'s Energy Engineering Associates, Inc. Employee Stock Ownership Plan reported $20M in total assets and 127 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- 73rd percentile by assets (of 127,072 plans)
- #14,835 in Professional & Technical Services (20,321 peers)
Coverage in Texas
Energy Engineering Associates, Inc. Employee Stock Ownership Plan covers 127 participants in Texas, about 18% of the average Texas filer (state average ~688 per filing). Assets: $20M.
- $20M
- total plan assets (2023 EOY)
- 127
- covered participants
- 73rd
- percentile by assets (of 127,072 plans)
- $161,388
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Energy Engineering Associates, Inc. Employee Stock Ownership Plan reported net income rose from -$183K in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Energy Engineering Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Energy Engineering Associates, Inc. Employee Stock Ownership Plan reported participants fell from 138 in the plan year 2022 filing to 127 in the plan year 2023 filing.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Energy Engineering Associates, Inc. Employee Stock Ownership Plan reports 127 participants - about 18% of that state average ($20M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $3M |
| Employer EIN | 741904410 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Energy Engineering Associates, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 267 | $29M |
| 2023 | 2 | 253 | $33M |
| 2024 | 2 | 237 | $37M |
Nearby ESOP Plans in Texas
Peer ESOP plans, same state, same plan type, ranked by total assets.
Energy Engineering Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
- Sammons Enterprises, Inc. Employee Stock Ownership Plan $21.2B · 3,000
- Highland Homes Employee Stock Ownership Plan $885M · 791
- Austin Industries Employee Stock Ownership Plan $498M · 4,510
- Cactus Feeders, Inc. Employee Stock Ownership Plan $447M · 831
- Lja Engineering, Inc. Employee Stock Ownership Plan $397M · 1,439
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Energy Engineering Associates, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Energy Engineering Associates, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Energy Engineering Associates, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Texas. Compare plans
- Energy Engineering Associates, Inc.'s sponsor-wide assets have grown 28.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans