ESOP · DOL Form 5500 · 2023
A-1 United Heating, Air and Electrical Co., Inc. ESOP
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 95
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $62,611
- Avg per participant Low balance/head
Official DOL plan name: A-1 United Heating & Air Conditioning Co. Employee Stock Ownership Plan & Trust · Sponsored by A-1 United Heating, Air and Electrical Co., Inc. · Nebraska · Manufacturing
$6M in assets, 95 participants
A-1 United Heating, Air and Electrical Co., Inc.'s A-1 United Heating & Air Conditioning Co. Employee Stock Ownership Plan & Trust reported $6M in total assets and 95 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.
- #5,879 in Manufacturing (18,722 peers)
A-1 United Heating, Air and Electrical Co., Inc. multi-year trail
A-1 United Heating, Air and Electrical Co., Inc.'s plans moved +25.1% in assets from 2022 to 2024; this filing shows A-1 United Heating & Air Conditioning Co. Employee Stock Ownership Plan & Trust at $6M / 95 participants.
- #5,879
- in Manufacturing (18,722 peers)
- +13.6%
- assets growth YoY
A-1 United Heating & Air Conditioning Co. Employee Stock Ownership Plan & Trust's mid-pack asset rank among Manufacturing and all filers
A-1 United Heating & Air Conditioning Co. Employee Stock Ownership Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,948,020 48th percentile higher than 48% 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
A-1 United Heating & Air Conditioning Co. Employee Stock Ownership Plan & Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. A-1 United Heating & Air Conditioning Co. Employee Stock Ownership Plan & Trust is a small filing (95 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- A-1 United Heating & Air Conditioning Co. Employee Stock Ownership Plan & Trust reported net income rose from $304K in the plan year 2022 filing to $714K in the plan year 2023 filing.
- A-1 United Heating & Air Conditioning Co. Employee Stock Ownership Plan & Trust end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- A-1 United Heating & Air Conditioning Co. Employee Stock Ownership Plan & Trust reported participants fell from 99 in the plan year 2022 filing to 95 in the plan year 2023 filing.
DOL schedule card
Filing strip 470583109 · A-1 United Heating, Air and Electrical Co., Inc. PY 2023 · ESOP
A-1 United Heating & Air Conditioning Co. Employee Stock Ownership Plan & Trust · $6M · 95 · 48th
- PHOTO $6M
- IND 95
- EOY 48th
- 5500 ESOP
- ASSETS near Hydro-Chem Systems, Inc. Employee Stock Ownership Plan
- PCT ind #5879
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 Nebraska →
A-1 United Heating & Air Conditioning Co. Employee Stock Ownership Plan & Trust in the asset neighbourhood
A-1 United Heating, Air and Electrical Co., Inc. multi-year asset trail
Sponsor-wide plan assets over time
All A-1 United Heating, Air and Electrical Co., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 25.137800214074304% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 212 | $7M |
| 2023 | 2 | 197 | $8M |
| 2024 | 2 | 202 | $9M |
A-1 United Heating, Air and Electrical Co., Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $714K |
| Employer EIN | 470583109 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Nebraska
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Mead Lumber Company Employee Stock Ownership Plan and Trust $392M · 1,316
- Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan $218M · 65
- Commonwealth Holdings, Inc. Employee Stock Ownership Plan $148M · 214
- Builders Supply Co. , Inc. Employee Stock Ownership Plan $118M · 242
- Majors Plastics, Inc. Employee Stock Ownership Plan $95M · 386
A-1 United Heating & Air Conditioning Co. Employee Stock Ownership Plan & Trust's out-of-state ESOP peers by assets and headcount
Outside Nebraska, the nearest ESOP by assets is Hydro-Chem Systems, Inc. Employee Stock Ownership Plan in MI ($6M); by covered participants it is Waconia Manufacturing, Inc. Employee Stock Ownership Plan in MN (95 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (95 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.