ESOP · DOL Form 5500 · 2023

Airco Mechanical, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
53
Participants Small participant base
61st
Percentile by assets National rank
$211,231
Avg per participant Above avg balance/head
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Official DOL plan name: Airco Mechanical, Inc. Stock Bonus Employee Stock Ownership Plan · Sponsored by Airco Mechanical, Inc. · California · Construction

$11M in assets, 53 participants

Airco Mechanical, Inc.'s Airco Mechanical, Inc. Stock Bonus Employee Stock Ownership Plan reported $11M in total assets and 53 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #5,374 in Construction (9,030 peers)

Airco Mechanical, Inc. multi-year trail

Airco Mechanical, Inc.'s plans moved -11.6% in assets from 2022 to 2024; this filing shows Airco Mechanical, Inc. Stock Bonus Employee Stock Ownership Plan at $11M / 53 participants.

#5,374
in Construction (9,030 peers)
-8.1%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Airco Mechanical, Inc. Stock Bonus Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Airco Mechanical, Inc. Stock Bonus Employee Stock Ownership Plan vs every filed plan by assets

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

$11,195,223 Top 39% higher than 61% 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

Airco Mechanical, Inc. Stock Bonus 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. Airco Mechanical, Inc. Stock Bonus Employee Stock Ownership Plan is a small filing (53 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Airco Mechanical, Inc. Stock Bonus Employee Stock Ownership Plan reported net income rose from -$4M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Airco Mechanical, Inc. Stock Bonus Employee Stock Ownership Plan reported participants rose from 49 in the plan year 2022 filing to 53 in the plan year 2023 filing.
  • Airco Mechanical, Inc. Stock Bonus Employee Stock Ownership Plan end-of-year assets fell from $12M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 942292784 · Airco Mechanical, Inc. PY 2023 · ESOP

Airco Mechanical, Inc. Stock Bonus Employee Stock Ownership Plan · $11M · 53 · 61st

  • EOY $11M
  • 5500 53
  • ASSETS 61st
  • PCT ESOP
  • EIN near Notch Employee Stock Ownership Plan
  • RANK ind #5374

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 →

Airco Mechanical, Inc. Stock Bonus Employee Stock Ownership Plan in the asset neighbourhood

Lumber King, Inc. Employee Stock Ownership PlanLumber King, Inc. Employee S…$11MKreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership PlanKreg Enterprises, Inc. Dba K…$11MNotch Employee Stock Ownership PlanNotch Employee Stock Ownersh…$11MAirco Mechanical, Inc. Stock Bonus Employee Stock Ownership PlanAirco Mechanical, Inc. Stock…$11MRational 360 Employee Stock Ownership PlanRational 360 Employee Stock …$11M
End-of-year total assets ($M) among Airco Mechanical, Inc. Stock Bonus Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Airco Mechanical, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Airco Mechanical, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 11.584974180991917% vs 2022
2024 filing year
$10.5M$11M$11.5M$12M$12.5M 202220232024 $12.2M $10.8M ▼ -11.6%
Year Plans Participants Total Assets
2022 1 49 $12M
2023 1 53 $11M
2024 1 57 $11M

Airco Mechanical, Inc. filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$8M
Net Income-$1M
Employer EIN942292784
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Airco Mechanical, Inc. Stock Bonus Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Airco Mechanical, Inc. Stock Bonus Employee Stock Ownership Plan, Total assets ($B): 0.011195223 · Participants: 53Airco Mechanical, Inc. Stock Bonus 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
Airco Mechanical, Inc. Stock Bonus Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Airco Mechanical, Inc. Stock Bonus Employee Stock Ownership Plan side-by-side with 3 peers →

Airco Mechanical, Inc. Stock Bonus Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Notch Employee Stock Ownership Plan in MA ($11M); by covered participants it is The Peoples Bank & Trust Employee Stock Ownership Plan in TN (53 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (53 participants); asset peers above are excluded.

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 Airco Mechanical, Inc. Stock Bonus Employee Stock Ownership Plan assets move in 2023? ▼
Airco Mechanical, Inc. Stock Bonus Employee Stock Ownership Plan pulled back noticeably - down 8.1% during 2023, from $12M to $11M. Reported net income was -$1M.
How have Airco Mechanical, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Airco Mechanical, Inc.'s sponsor-wide assets declined 11.6%, from $12M to $11M.
Which ESOP plans are similar in size to Airco Mechanical, Inc. Stock Bonus Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Notch Employee Stock Ownership Plan in MA ($11M, 95 participants).
Which ESOP plans cover a similar participant headcount to Airco Mechanical, Inc. Stock Bonus Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Peoples Bank & Trust Employee Stock Ownership Plan in TN (53 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942292784.

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.