ESOP · DOL Form 5500 · 2023

Energy Engineering Associates, Inc. ESOP

Data updated 2026-08-25

$20M
Total assets Small plan by assets
127
Participants Small participant base
73rd
Percentile by assets National rank
$161,388
Avg per participant Above avg balance/head
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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.

  • #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.

#14,835
in Professional & Technical Services (20,321 peers)
+18.0%
assets growth YoY

Energy Engineering Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets

Energy Engineering Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$20,496,304 Top 27% higher than 73% 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

Energy Engineering Associates, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Energy Engineering Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (127 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 741904410 · Energy Engineering Associates, Inc. PY 2023 · ESOP

Energy Engineering Associates, Inc. Employee Stock Ownership Plan · $20M · 127 · 73rd

  • SCH $20M
  • EBSA 127
  • PART 73rd
  • TYPE ESOP
  • NET near Architectural Office Environments, Inc. Employee Stock Ownership Plan
  • BOOK ind #14835

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 Texas →

Energy Engineering Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Assay Technology, Inc. Employee Stock Ownership Pl anAssay Technology, Inc. Emplo…$21MC&i Engineering Employee Stock Ownership PlanC&i Engineering Employee Sto…$21MEnergy Engineering Associates, Inc. Employee Stock Ownership PlanEnergy Engineering Associate…$20MArchitectural Office Environments, Inc. Employee Stock Ownership PlanArchitectural Office Environ…$20MKennie's Markets, Inc. Employee Stock Ownership PlanKennie's Markets, Inc. Emplo…$20M
End-of-year total assets ($M) among Energy Engineering Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN741904410
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Energy Engineering Associates, Inc.)

Sponsor-wide plan assets over time

All Energy Engineering Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 28.57156622586486% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.8M $37M ▲ +28.6%
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 Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Energy Engineering Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.020496304 · Participants: 127Energy Engineering Associates, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Energy Engineering Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Energy Engineering Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Energy Engineering Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Architectural Office Environments, Inc. Employee Stock Ownership Plan in IL ($20M); by covered participants it is First Bank Employee Stock Ownership Plan in AK (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 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 Energy Engineering Associates, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Energy Engineering Associates, Inc. Employee Stock Ownership Plan grew sharply - up 18.0% during 2023, from $17M to $20M. Reported net income was $3M.
How have Energy Engineering Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Energy Engineering Associates, Inc.'s sponsor-wide assets grew 28.6%, from $29M to $37M.
Which ESOP plans are similar in size to Energy Engineering Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Architectural Office Environments, Inc. Employee Stock Ownership Plan in IL ($20M, 120 participants).
Which ESOP plans cover a similar participant headcount to Energy Engineering Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is First Bank Employee Stock Ownership Plan in AK (127 participants, $6M 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 741904410.

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.