ESOP · DOL Form 5500 · 2023

Appliance Enameling & Service ESOP

Data updated 2026-08-25

$230K
Total assets Small plan by assets
37
Participants Small participant base
12th
Percentile by assets National rank
$6,221
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Appliance Enameling & Service Employee Stock Ownership Plan · Sponsored by Appliance Enameling & Service · California · Other Services

$230K in assets, 37 participants

Appliance Enameling & Service's Appliance Enameling & Service Employee Stock Ownership Plan reported $230K in total assets and 37 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,982 in Other Services (7,857 peers)

Appliance Enameling & Service multi-year trail

Appliance Enameling & Service's plans moved +19.4% in assets from 2022 to 2024; this filing shows Appliance Enameling & Service Employee Stock Ownership Plan at $230K / 37 participants.

#1,982
in Other Services (7,857 peers)
-20.6%
assets change YoY

Appliance Enameling & Service Employee Stock Ownership Plan among the smaller filed plans by assets

Appliance Enameling & Service Employee Stock Ownership Plan vs every filed plan by assets

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

$230,185 12th percentile higher than 12% 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

Appliance Enameling & Service Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Appliance Enameling & Service Employee Stock Ownership Plan is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Appliance Enameling & Service Employee Stock Ownership Plan reported net income fell from $168K in the plan year 2022 filing to $126K in the plan year 2023 filing.
  • Appliance Enameling & Service Employee Stock Ownership Plan end-of-year assets fell from $290K in the plan year 2022 filing to $230K in the plan year 2023 filing.
  • Appliance Enameling & Service Employee Stock Ownership Plan reported participants rose from 35 in the plan year 2022 filing to 37 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 952881548 · Appliance Enameling & Service PY 2023 · ESOP

Appliance Enameling & Service Employee Stock Ownership Plan · $230K · 37 · 12th

  • PHOTO $230K
  • IND 37
  • EOY 12th
  • 5500 ESOP
  • ASSETS near Integrity Tree Services Employee Stock Ownership Plan
  • PCT ind #1982

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 →

Appliance Enameling & Service Employee Stock Ownership Plan in the asset neighbourhood

Appliance Enameling & Service Employee Stock Ownership PlanAppliance Enameling & Servic…$230KIntegrity Tree Services Employee Stock Ownership PlanIntegrity Tree Services Empl…$230KThe Brewing-Science Institute, Inc. Employee Stock Ownership PlanThe Brewing-Science Institut…$230KPac Manufacturing, Inc. Employee Stock Ownership PlanPac Manufacturing, Inc. Empl…$230KTriad Art Group, Inc. Employee Stock Ownership Plan and TrustTriad Art Group, Inc. Employ…$228K
End-of-year total assets ($M) among Appliance Enameling & Service Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Appliance Enameling & Service multi-year asset trail

Sponsor-wide plan assets over time

All Appliance Enameling & Service plans reported in each filing year

Latest sponsor-wide plan assets
$5M 19.363452024242328% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $4.07M $4.86M ▲ +19.4%
Year Plans Participants Total Assets
2022 2 70 $4M
2023 2 71 $4M
2024 2 76 $5M

Appliance Enameling & Service filing trail (2023)

Total Assets (Beginning of Year)$290K
Net Assets (End of Year)-$3M
Net Income$126K
Employer EIN952881548
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Appliance Enameling & Service Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Appliance Enameling & Service Employee Stock Ownership Plan, Total assets ($B): 0.000230185 · Participants: 37Appliance Enameling & Service 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
Appliance Enameling & Service Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Appliance Enameling & Service Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Integrity Tree Services Employee Stock Ownership Plan in MI ($230K); by covered participants it is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (37 participants). Same-state nearby plans are listed separately above.

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 Appliance Enameling & Service Employee Stock Ownership Plan assets move in 2023?
Appliance Enameling & Service Employee Stock Ownership Plan declined sharply - down 20.6% during 2023, from $290K to $230K. Reported net income was $126K.
How have Appliance Enameling & Service plan assets changed over time?
Across 3 plan years on file (2022-2024), Appliance Enameling & Service's sponsor-wide assets grew 19.4%, from $4M to $5M.
Where does Appliance Enameling & Service Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Appliance Enameling & Service Employee Stock Ownership Plan ranks in the 12th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Appliance Enameling & Service Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Integrity Tree Services Employee Stock Ownership Plan in MI ($230K, 201 participants).
Which ESOP plans cover a similar participant headcount to Appliance Enameling & Service Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (37 participants, $4M in assets).