ESOP · DOL Form 5500 · 2023

Commercial Sheetmetal Co., Inc. ESOP

Data updated 2026-08-25

$23M
Total assets Small plan by assets
29
Participants Small participant base
75th
Percentile by assets National rank
$795,626
Avg per participant High balance/head
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Official DOL plan name: Commercial Sheetmetal Co., Inc. Employee Stock Ownership Plan · Sponsored by Commercial Sheetmetal Co., Inc. · Hawaii · Construction

$23M in assets, 29 participants

Commercial Sheetmetal Co., Inc.'s Commercial Sheetmetal Co., Inc. Employee Stock Ownership Plan reported $23M in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #6,661 in Construction (9,030 peers)

Where Commercial Sheetmetal Co., Inc. Employee Stock Ownership Plan sits by assets

Commercial Sheetmetal Co., Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $23M for 29 participants (~$795,626/participant), up 13.3% in 2023.

#6,661
in Construction (9,030 peers)
+13.3%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Commercial Sheetmetal Co., Inc. Employee Stock Ownership Plan's outsized position by total assets

Commercial Sheetmetal Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$23,073,150 Top 25% higher than 75% 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

Commercial Sheetmetal Co., 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. Commercial Sheetmetal Co., Inc. Employee Stock Ownership Plan is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Commercial Sheetmetal Co., Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Commercial Sheetmetal Co., Inc. Employee Stock Ownership Plan end-of-year assets rose from $20M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Commercial Sheetmetal Co., Inc. Employee Stock Ownership Plan reported participants fell from 31 in the plan year 2022 filing to 29 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 990140230 · Commercial Sheetmetal Co., Inc. PY 2023 · ESOP

Commercial Sheetmetal Co., Inc. Employee Stock Ownership Plan · $23M · 29 · 75th

  • PCT $23M
  • PCT 29
  • PCT 75th
  • PCT ESOP
  • PCT near Home Bancorp, Inc. Employee Stock Ownership Plan
  • PCT ind #6661

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 Hawaii →

Commercial Sheetmetal Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood

Penta Research Incorporated Employee Stock Ownership PlanPenta Research Incorporated …$23MThe Denver Wholesale Florists Employee Stock Ownership PlanThe Denver Wholesale Florist…$23MCommercial Sheetmetal Co., Inc. Employee Stock Ownership PlanCommercial Sheetmetal Co., I…$23MHome Bancorp, Inc. Employee Stock Ownership PlanHome Bancorp, Inc. Employee …$23MCarney, Sandoe & Associates Employee Stock Ownership PlanCarney, Sandoe & Associates …$23M
End-of-year total assets ($M) among Commercial Sheetmetal Co., Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN990140230
Plan Effective Date2004-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Commercial Sheetmetal Co., Inc.)

Sponsor-wide plan assets over time

All Commercial Sheetmetal Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 23.33855327705285% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $20.4M $25.1M ▲ +23.3%
Year Plans Participants Total Assets
2022 1 31 $20M
2023 1 29 $23M
2024 1 29 $25M

Nearby ESOP Plans in Hawaii

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

Commercial Sheetmetal Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -500050010001500 050100150 Total assets ($M) Participants Commercial Sheetmetal Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 23.07315 · Participants: 29Commercial Sheetmetal Co., Inc. Employee Stock Ownership PlanRoberts Hawaii, Inc. Employee Stock Ownership Plan, Total assets ($M): 128.324178 · Participants: 1144Roberts Hawaii, Inc. Employee Stock Ownership PlanGpf Life and Health Benefits Co. Employee Stock Ownership Plan, Total assets ($M): 128.158632 · Participants: 102Gpf Life and Health Benefits Co. Employee Stock Ownership PlanBowers & Kubota Consulting, Inc. ESOP, Total assets ($M): 124.005968 · Participants: 258Bowers & Kubota Consulting, Inc. ESOPR. M. Towill Corporation Employee Stock Ownership Plan, Total assets ($M): 116.46544 · Participants: 96R. M. Towill Corporation Employee Stock Ownership PlanHpm Building Supply Employee Stock Ownership Plan, Total assets ($M): 99.513108 · Participants: 381Hpm Building Supply Employee Stock Ownership Plan
Commercial Sheetmetal Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants
Compare Commercial Sheetmetal Co., Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Commercial Sheetmetal Co., Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Hawaii, the nearest ESOP by assets is Home Bancorp, Inc. Employee Stock Ownership Plan in LA ($23M); by covered participants it is Rsr Partners Inc ESOP in CT (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Commercial Sheetmetal Co., Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Commercial Sheetmetal Co., Inc. Employee Stock Ownership Plan grew at a solid clip - up 13.3% during 2023, from $20M to $23M. Reported net income was $3M.
How have Commercial Sheetmetal Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Commercial Sheetmetal Co., Inc.'s sponsor-wide assets grew 23.3%, from $20M to $25M.
Where does Commercial Sheetmetal Co., Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Commercial Sheetmetal Co., Inc. Employee Stock Ownership Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Commercial Sheetmetal Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Home Bancorp, Inc. Employee Stock Ownership Plan in LA ($23M, 443 participants).
Which ESOP plans cover a similar participant headcount to Commercial Sheetmetal Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Rsr Partners Inc ESOP in CT (29 participants, N/A 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 990140230.

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.