ESOP · DOL Form 5500 · 2024

Air & Hydraulic Equipment, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
52
Participants Small participant base
28th
Percentile by assets National rank
$32,873
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Air & Hydraulic Equipment, Inc. Employee Stock Ownership Plan · Sponsored by Air & Hydraulic Equipment, Inc. · Tennessee · Manufacturing

$2M in assets, 52 participants

Air & Hydraulic Equipment, Inc.'s Air & Hydraulic Equipment, Inc. Employee Stock Ownership Plan reported $2M in total assets and 52 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,265 in Manufacturing (17,777 peers)

Air & Hydraulic Equipment, Inc. multi-year trail

Air & Hydraulic Equipment, Inc.'s plans moved -31.2% in assets from 2022 to 2024; this filing shows Air & Hydraulic Equipment, Inc. Employee Stock Ownership Plan at $2M / 52 participants.

#2,265
in Manufacturing (17,777 peers)
-8.2%
assets change YoY

The plan reported a net loss of $152K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Air & Hydraulic Equipment, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Air & Hydraulic Equipment, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,709,401 28th percentile higher than 28% 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

Air & Hydraulic Equipment, 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. Air & Hydraulic Equipment, Inc. Employee Stock Ownership Plan is a small filing (52 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Air & Hydraulic Equipment, Inc. Employee Stock Ownership Plan reported net income rose from -$623K in the plan year 2023 filing to -$152K in the plan year 2024 filing.
  • Air & Hydraulic Equipment, Inc. Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Air & Hydraulic Equipment, Inc. Employee Stock Ownership Plan reported participants rose from 49 in the plan year 2023 filing to 52 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 620850098 · Air & Hydraulic Equipment, Inc. PY 2024 · ESOP

Air & Hydraulic Equipment, Inc. Employee Stock Ownership Plan · $2M · 52 · 28th

  • EOY $2M
  • 5500 52
  • ASSETS 28th
  • PCT ESOP
  • EIN near Visual Interest, Inc. Employee Stock Ownership Plan
  • RANK ind #2265

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 Tennessee →

Air & Hydraulic Equipment, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Air & Hydraulic Equipment, Inc. Employee Stock Ownership PlanAir & Hydraulic Equipment, I…$2MVisual Interest, Inc. Employee Stock Ownership PlanVisual Interest, Inc. Employ…$2MSchonsheck, Inc. ESOP$2MBlooming Nursery, Inc. Employee Stock Ownership PlanBlooming Nursery, Inc. Emplo…$2MW.P. Law, Inc. Employee Stock Ownership PlanW.P. Law, Inc. Employee Stoc…$2M
End-of-year total assets ($M) among Air & Hydraulic Equipment, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Air & Hydraulic Equipment, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Air & Hydraulic Equipment, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 31.202728063386502% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $2.48M $1.71M ▼ -31.0%
Year Plans Participants Total Assets
2022 1 42 $2M
2023 1 49 $2M
2024 1 52 $2M

Air & Hydraulic Equipment, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$152K
Employer EIN620850098
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Tennessee

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

Air & Hydraulic Equipment, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -500050010001500 -2000200400600 Total assets ($M) Participants Air & Hydraulic Equipment, Inc. Employee Stock Ownership Plan, Total assets ($M): 1.709401 · Participants: 52Air & Hydraulic Equipment, Inc. Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 470.413823 · Participants: 403Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.006343 · Participants: 201Zander Group Holdings, Inc. Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 168.305927 · Participants: 1385National Health Corp Leveraged Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 143.44577 · Participants: 5153ls, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 116.245191 · Participants: 507Smith Seckman Reid, Inc. Employee Stock Ownership Plan
Air & Hydraulic Equipment, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants

Air & Hydraulic Equipment, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is Visual Interest, Inc. Employee Stock Ownership Plan in CO ($2M); by covered participants it is Pro-Tec Design, Inc. Employee Stock Ownership Plan in MN (52 participants). Same-state nearby plans are listed separately above.

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 Air & Hydraulic Equipment, Inc. Employee Stock Ownership Plan assets move in 2024?
Air & Hydraulic Equipment, Inc. Employee Stock Ownership Plan pulled back noticeably - down 8.2% during 2024, from $2M to $2M. Reported net income was -$152K.
How have Air & Hydraulic Equipment, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Air & Hydraulic Equipment, Inc.'s sponsor-wide assets declined 31.2%, from $2M to $2M.
Which ESOP plans are similar in size to Air & Hydraulic Equipment, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Visual Interest, Inc. Employee Stock Ownership Plan in CO ($2M, 37 participants).
Which ESOP plans cover a similar participant headcount to Air & Hydraulic Equipment, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Pro-Tec Design, Inc. Employee Stock Ownership Plan in MN (52 participants, $820K in assets).