ESOP · DOL Form 5500 · 2023
Santas Heating and Air Conditioning ESOP
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 39
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $95,901
- Avg per participant Below avg balance/head
Official DOL plan name: Santas Heating and Air Conditioning Inc. Employee Stock Ownership Plan · Sponsored by Santas Heating and Air Conditioning · Pennsylvania · Construction
$4M in assets, 39 participants
Santas Heating and Air Conditioning's Santas Heating and Air Conditioning Inc. Employee Stock Ownership Plan reported $4M in total assets and 39 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.
- #3,353 in Construction (9,030 peers)
Santas Heating and Air Conditioning multi-year trail
Santas Heating and Air Conditioning's plans moved +137.1% in assets from 2022 to 2024; this filing shows Santas Heating and Air Conditioning Inc. Employee Stock Ownership Plan at $4M / 39 participants.
- #3,353
- in Construction (9,030 peers)
- +75.6%
- assets growth YoY
Santas Heating and Air Conditioning Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers
Santas Heating and Air Conditioning Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,740,147 39th percentile higher than 39% 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
Santas Heating and Air Conditioning Inc. 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. Santas Heating and Air Conditioning Inc. Employee Stock Ownership Plan is a small filing (39 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Santas Heating and Air Conditioning Inc. Employee Stock Ownership Plan reported net income rose from -$308K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Santas Heating and Air Conditioning Inc. Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Santas Heating and Air Conditioning Inc. Employee Stock Ownership Plan reported participants fell from 42 in the plan year 2022 filing to 39 in the plan year 2023 filing.
DOL schedule card
Filing strip 232475975 · Santas Heating and Air Conditioning PY 2023 · ESOP
Santas Heating and Air Conditioning Inc. Employee Stock Ownership Plan · $4M · 39 · 39th
- TYPE $4M
- NET 39
- BOOK 39th
- VS-ST ESOP
- BOY near Handel Employee Stock Ownership Plan
- SCH ind #3353
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 Pennsylvania →
Santas Heating and Air Conditioning Inc. Employee Stock Ownership Plan in the asset neighbourhood
Santas Heating and Air Conditioning multi-year asset trail
Sponsor-wide plan assets over time
All Santas Heating and Air Conditioning plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 137.07974144507398% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 42 | $2M |
| 2023 | 1 | 39 | $4M |
| 2024 | 1 | 42 | $5M |
Santas Heating and Air Conditioning filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | -$792K |
| Net Income | $2M |
| Employer EIN | 232475975 |
| Plan Effective Date | 2019-12-30 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Pennsylvania
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Wawa, Inc. Employee Stock Ownership Plan $5.3B · 42,695
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.6B · 342
- Centimark Corporation Employee Stock Ownership Plan and Trust $687M · 2,353
- Sheetz, Inc. Employee Stock Ownership Plan $686M · 13,858
- D & H Employee Stock Ownership Plan $289M · 1,461
Santas Heating and Air Conditioning Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Pennsylvania, the nearest ESOP by assets is Handel Employee Stock Ownership Plan in NY ($4M); by covered participants it is Consolidated Electronic Wire & Cable Corp. Employee Stock Ownership Plan in IL (39 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.
- Consolidated Electronic Wire & Cable Corp. Employee Stock Ownership Plan (IL) 39 · 0 off
- Spencer County Bank Employees' Stock Ownership Plan & Trust (IN) 39 · 0 off
- Merchants & Farmers Bank of Dumas Employee Stock Ownership Plan (AR) 39 · 0 off
- First Fontanelle Employee Stock Ownership Plan (IA) 39 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.