ESOP · DOL Form 5500 · 2023

Norman S. Wright Mechanical Equipment Corporation ESOP

Data updated 2026-08-25

$33M
Total assets Below avg plan size
252
Participants Below avg headcount
81st
Percentile by assets National rank
$131,026
Avg per participant Near avg balance/head
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Official DOL plan name: Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan · Sponsored by Norman S. Wright Mechanical Equipment Corporation · California · Wholesale Trade

$33M in assets, 252 participants

Norman S. Wright Mechanical Equipment Corporation's Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan reported $33M in total assets and 252 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #5,057 in Wholesale Trade (6,309 peers)

Coverage in California

Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan covers 252 participants in California, about 40% of the average California filer (state average ~630 per filing). Assets: $33M.

#5,057
in Wholesale Trade (6,309 peers)
+43.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan's outsized position by total assets

Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan vs every filed plan by assets

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

$33,018,623 Top 19% higher than 81% 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

Norman S. Wright Mechanical Equipment Corp 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. Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan sits mid-pack in the medium band (252 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan end-of-year assets rose from $23M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan reported net income rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan reported participants rose from 241 in the plan year 2022 filing to 252 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 942872220 · Norman S. Wright Mechanical Equipment Corporation PY 2023 · ESOP

Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan · $33M · 252 · 81st

  • EBSA $33M
  • EBSA 252
  • EBSA 81st
  • EBSA ESOP
  • EBSA near Commerce Bank and Trust Holding Company Employee Stock Ownership Plan and Trust
  • EBSA ind #5057

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 California →

Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan in the asset neighbourhood

Dalco Industries Inc Employee Stock Ownership PlanDalco Industries Inc Employe…$33MEuro Pharma, Inc. Employee Stock Ownership PlanEuro Pharma, Inc. Employee S…$33MCommerce Bank and Trust Holding Company Employee Stock Ownership Plan and TrustCommerce Bank and Trust Hold…$33MNorman S. Wright Mechanical Equipment Corp Employee Stock Ownership PlanNorman S. Wright Mechanical …$33MParagon Trading, Inc ESOP$33M
End-of-year total assets ($M) among Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$33M
Net Income$10M
Employer EIN942872220
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Norman S. Wright Mechanical Equipment Corporation)

Sponsor-wide plan assets over time

All Norman S. Wright Mechanical Equipment Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$107M 44.03096599538296% vs 2022
2024 filing year
$70M$80M$90M$100M$110M$120M 202220232024 $74.5M $107M ▲ +44.0%
Year Plans Participants Total Assets
2022 2 421 $74M
2023 2 430 $93M
2024 2 435 $107M

Nearby ESOP Plans in California

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

Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan, Total assets ($B): 0.033018623 · Participants: 252Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan side-by-side with 3 peers →

Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Commerce Bank and Trust Holding Company Employee Stock Ownership Plan and Trust in KS ($33M); by covered participants it is Kta-Tator Inc, Employee Stock Ownership Plan in PA (252 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (252 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 Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan assets move in 2023? ▼
Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan surged - up 43.9% during 2023, from $23M to $33M. Reported net income was $10M.
How have Norman S. Wright Mechanical Equipment Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Norman S. Wright Mechanical Equipment Corporation's sponsor-wide assets grew 44.0%, from $74M to $107M.
Where does Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Commerce Bank and Trust Holding Company Employee Stock Ownership Plan and Trust in KS ($33M, 175 participants).
Which ESOP plans cover a similar participant headcount to Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Kta-Tator Inc, Employee Stock Ownership Plan in PA (252 participants, $17M 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 942872220.

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.