ESOP
2023 plan-year ESOP DOL Form 5500

MODERN PLUMBING INDUSTRIES ESOP AND TRUST

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

MODERN PLUMBING INDUSTRIES ESOP AND TRUST

This ESOP plan holds $2M in total assets and serves 134 participants as of 2023. It is sponsored by MODERN PLUMBING INDUSTRIES ESOP AND TRUST in Florida. The plan reported positive net income of $733K for the year.

Total Assets (2023)
$2M
Participants
134
State
Industry
Wholesale Trade

What the Filing Says About MODERN PLUMBING INDUSTRIES ESOP AND TRUST

MODERN PLUMBING INDUSTRIES ESOP AND TRUST is a ESOP retirement plan sponsored by MODERN PLUMBING INDUSTRIES ESOP AND TRUST, headquartered in Florida. As of the 2023 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 134 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 932270458, and the plan has been effective since 2023-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2023 to $2M at year-end. Net assets (after liabilities) closed the year at $733K, with reported net income of $733K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)$2M
Net Assets (End of Year)$733K
Net Income$733K
Plan TypeESOP
Employer EIN932270458
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (MODERN PLUMBING INDUSTRIES ESOP AND TRUST)

Year Plans Participants Total Assets
2023 1 134 $2M
2024 1 113 $3M

Nearby ESOP Plans in Florida

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

Frequently Asked Questions

How much money is in the MODERN PLUMBING INDUSTRIES ESOP AND TRUST?
As of the 2023 Form 5500 filing, MODERN PLUMBING INDUSTRIES ESOP AND TRUST holds $2M in total assets with 134 participants. It is sponsored by MODERN PLUMBING INDUSTRIES ESOP AND TRUST.
What type of plan is MODERN PLUMBING INDUSTRIES ESOP AND TRUST?
MODERN PLUMBING INDUSTRIES ESOP AND TRUST is a ESOP plan. It has been effective since 2023-01-01. The plan is filed with the U.S. Department of Labor under EIN 932270458.
Who sponsors the MODERN PLUMBING INDUSTRIES ESOP AND TRUST?
MODERN PLUMBING INDUSTRIES ESOP AND TRUST is sponsored by MODERN PLUMBING INDUSTRIES ESOP AND TRUST, located in Florida. The sponsor's EIN is 932270458 and the plan operates in the Wholesale Trade industry.
How did MODERN PLUMBING INDUSTRIES ESOP AND TRUST perform in 2023?
MODERN PLUMBING INDUSTRIES ESOP AND TRUST held $2M in total assets at the end of 2023. Net income was $733K.
Where can I find official filings for MODERN PLUMBING INDUSTRIES ESOP AND TRUST?
Official Form 5500 filings for MODERN PLUMBING INDUSTRIES ESOP AND TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 932270458 or plan name at efast.dol.gov.
How does MODERN PLUMBING INDUSTRIES ESOP AND TRUST compare to other plans?
You can compare MODERN PLUMBING INDUSTRIES ESOP AND TRUST against other ESOP plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 932270458.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.