ESOP · DOL Form 5500 · 2024

Standard Heating & Air Conditioning ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
142
Participants Small participant base
57th
Percentile by assets National rank
$73,953
Avg per participant Below avg balance/head
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Official DOL plan name: Standard Heating & Air Conditioning Employee Stock Ownership Plan · Sponsored by Standard Heating & Air Conditioning · Nebraska · Construction

$11M in assets, 142 participants

Standard Heating & Air Conditioning's Standard Heating & Air Conditioning Employee Stock Ownership Plan reported $11M in total assets and 142 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #4,978 in Construction (9,039 peers)

Coverage in Nebraska

Standard Heating & Air Conditioning Employee Stock Ownership Plan covers 142 participants in Nebraska, about 26% of the average Nebraska filer (state average ~552 per filing). Assets: $11M.

#4,978
in Construction (9,039 peers)
+74.7%
assets growth YoY

Standard Heating & Air Conditioning Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Standard Heating & Air Conditioning Employee Stock Ownership Plan vs every filed plan by assets

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

$10,501,326 Top 43% higher than 57% 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

Standard Heating & Air Conditioning Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Standard Heating & Air Conditioning Employee Stock Ownership Plan sits mid-pack in the medium band (142 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Standard Heating & Air Conditioning Employee Stock Ownership Plan end-of-year assets rose from $6M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Standard Heating & Air Conditioning Employee Stock Ownership Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Standard Heating & Air Conditioning Employee Stock Ownership Plan reported participants rose from 122 in the plan year 2023 filing to 142 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 470593196 · Standard Heating & Air Conditioning PY 2024 · ESOP

Standard Heating & Air Conditioning Employee Stock Ownership Plan · $11M · 142 · 57th

  • SCH $11M
  • SCH 142
  • SCH 57th
  • SCH ESOP
  • SCH near Employee Stock Ownership Plan of Winona Agency, Inc.
  • SCH ind #4978

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 →

Standard Heating & Air Conditioning Employee Stock Ownership Plan in the asset neighbourhood

The Nevell Group, Inc. Employee Stock Ownership PlanThe Nevell Group, Inc. Emplo…$11MStandard Heating & Air Conditioning Employee Stock Ownership PlanStandard Heating & Air Condi…$11MEmployee Stock Ownership Plan of Winona Agency, Inc.Employee Stock Ownership Pla…$11MTbg Partners Employee Stock Ownership PlanTbg Partners Employee Stock …$11MKumar & Associates, Inc. Employee Stock Ownership PlanKumar & Associates, Inc. Emp…$10M
End-of-year total assets ($M) among Standard Heating & Air Conditioning Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Nebraska filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$3M
Net Income$5M
Employer EIN470593196
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Standard Heating & Air Conditioning)

Sponsor-wide plan assets over time

All Standard Heating & Air Conditioning plans reported in each filing year

Latest sponsor-wide plan assets
$20M 126.69984329019483% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $8.78M $19.9M ▲ +126.5%
Year Plans Participants Total Assets
2022 2 283 $9M
2023 2 281 $14M
2024 2 316 $20M

Nearby ESOP Plans in Nebraska

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

Standard Heating & Air Conditioning Employee Stock Ownership Plan vs. nearby ESOP plans in Nebraska, assets vs. participants Scatter plot of 6 data points. 0100200300400500 050100150200250 Total assets ($M) Participants Standard Heating & Air Conditioning Employee Stock Ownership Plan, Total assets ($M): 10.501326 · Participants: 142Standard Heating & Air Conditioning Employee Stock Ownership PlanCommonwealth Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 208.332233 · Participants: 241Commonwealth Holdings, Inc. Employee Stock Ownership PlanBuilders Supply Co. , Inc. Employee Stock Ownership Plan, Total assets ($M): 124.422109 · Participants: 251Builders Supply Co. , Inc. Employee Stock Ownership PlanTaylor & Martin Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 90.705713 · Participants: 62Taylor & Martin Enterprises, Inc. Employee Stock Ownership PlanMajors Plastics, Inc. Employee Stock Ownership Plan, Total assets ($M): 90.542776 · Participants: 372Majors Plastics, Inc. Employee Stock Ownership PlanStructural Component Systems, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 81.751352 · Participants: 391Structural Component Systems, Inc. Employee Stock Ownership Plan and Trust
Standard Heating & Air Conditioning Employee Stock Ownership Plan vs. nearby ESOP plans in Nebraska, assets vs. participants
Compare Standard Heating & Air Conditioning Employee Stock Ownership Plan side-by-side with 3 peers →

Standard Heating & Air Conditioning Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Nebraska, the nearest ESOP by assets is Employee Stock Ownership Plan of Winona Agency, Inc. in MN ($11M); by covered participants it is Matt Construction Corporation Employee Stock Ownership Plan in CA (142 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (142 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 Standard Heating & Air Conditioning Employee Stock Ownership Plan assets move in 2024? ▼
Standard Heating & Air Conditioning Employee Stock Ownership Plan surged - up 74.7% during 2024, from $6M to $11M. Reported net income was $5M.
How have Standard Heating & Air Conditioning plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Standard Heating & Air Conditioning's sponsor-wide assets grew 126.7%, from $9M to $20M.
Which ESOP plans are similar in size to Standard Heating & Air Conditioning Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Employee Stock Ownership Plan of Winona Agency, Inc. in MN ($11M, 52 participants).
Which ESOP plans cover a similar participant headcount to Standard Heating & Air Conditioning Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Matt Construction Corporation Employee Stock Ownership Plan in CA (142 participants, $19M 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 470593196.

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.