ESOP · DOL Form 5500 · 2024

Bensons Heating & Air Conditioning, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
60
Participants Small participant base
38th
Percentile by assets National rank
$66,147
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan · Sponsored by Bensons Heating & Air Conditioning, Inc. · Florida · Construction

$4M in assets, 60 participants

Bensons Heating & Air Conditioning, Inc.'s Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan reported $4M in total assets and 60 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #3,334 in Construction (9,039 peers)

Bensons Heating & Air Conditioning, Inc. multi-year trail

Bensons Heating & Air Conditioning, Inc.'s plans moved +46.7% in assets from 2022 to 2024; this filing shows Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan at $4M / 60 participants.

#3,334
in Construction (9,039 peers)
+26.1%
assets growth YoY

Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,968,817 38th percentile higher than 38% of 123,620 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 2024

Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan is a small filing (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan reported net income rose from $441K in the plan year 2023 filing to $822K in the plan year 2024 filing.
  • Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan reported participants fell from 66 in the plan year 2023 filing to 60 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 592893444 · Bensons Heating & Air Conditioning, Inc. PY 2024 · ESOP

Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan · $4M · 60 · 38th

  • PHOTO $4M
  • PHOTO 60
  • PHOTO 38th
  • PHOTO ESOP
  • PHOTO near Intellishop Employee Stock Ownership Plan
  • PHOTO ind #3334

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 Florida →

Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership PlanBenson's Heating and Air Con…$4MIntellishop Employee Stock Ownership PlanIntellishop Employee Stock O…$4MAg Architecture, Inc. Employee Stock Ownership PlanAg Architecture, Inc. Employ…$4MVelocity Constructors, Inc. Employee Stock Ownership PlanVelocity Constructors, Inc. …$4MThriven Design Employee Stock Ownership PlanThriven Design Employee Stoc…$4M
End-of-year total assets ($M) among Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Bensons Heating & Air Conditioning, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bensons Heating & Air Conditioning, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 46.66870413389042% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.71M $3.97M ▲ +46.5%
Year Plans Participants Total Assets
2022 1 68 $3M
2023 1 66 $3M
2024 1 60 $4M

Bensons Heating & Air Conditioning, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$822K
Employer EIN592893444
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.003968817 · Participants: 60Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 14.286420169 · Participants: 149213Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 1.130328955 · Participants: 16036Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.75388536 · Participants: 354Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.724566492 · Participants: 4730Thirty Fifteen Employee Stock Ownership PlanWestern Global Airlines, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.441212218 · Participants: 353Western Global Airlines, Inc. Employee Stock Ownership Plan
Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Intellishop Employee Stock Ownership Plan in OH ($4M); by covered participants it is Quality Machining, Inc. Employee Stock Ownership Plan in WI (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan grew sharply - up 26.1% during 2024, from $3M to $4M. Reported net income was $822K.
How have Bensons Heating & Air Conditioning, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bensons Heating & Air Conditioning, Inc.'s sponsor-wide assets grew 46.7%, from $3M to $4M.
Which ESOP plans are similar in size to Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Intellishop Employee Stock Ownership Plan in OH ($4M, 27 participants).
Which ESOP plans cover a similar participant headcount to Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Quality Machining, Inc. Employee Stock Ownership Plan in WI (60 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 592893444.

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.