ESOP · DOL Form 5500 · 2024

Couts Heating and Cooling, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
19
Participants Small participant base
23rd
Percentile by assets National rank
$53,947
Avg per participant Low balance/head
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Official DOL plan name: Couts Heating and Cooling, Inc. Employee Stock Ownership Plan · Sponsored by Couts Heating and Cooling, Inc. · California · Construction

$1M in assets, 19 participants

Couts Heating and Cooling, Inc.'s Couts Heating and Cooling, Inc. Employee Stock Ownership Plan reported $1M in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,976 in Construction (9,039 peers)

Couts Heating and Cooling, Inc. multi-year trail

Couts Heating and Cooling, Inc.'s plans moved +241.7% in assets from 2022 to 2024; this filing shows Couts Heating and Cooling, Inc. Employee Stock Ownership Plan at $1M / 19 participants.

#1,976
in Construction (9,039 peers)
+104.0%
assets growth YoY

Couts Heating and Cooling, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Couts Heating and Cooling, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,025,000 23rd percentile higher than 23% 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

Couts Heating and Cooling, 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. Couts Heating and Cooling, Inc. Employee Stock Ownership Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Couts Heating and Cooling, Inc. Employee Stock Ownership Plan end-of-year assets rose from $503K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Couts Heating and Cooling, Inc. Employee Stock Ownership Plan reported net income rose from $586K in the plan year 2023 filing to $918K in the plan year 2024 filing.
  • Couts Heating and Cooling, Inc. Employee Stock Ownership Plan reported participants rose from 18 in the plan year 2023 filing to 19 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 953268594 · Couts Heating and Cooling, Inc. PY 2024 · ESOP

Couts Heating and Cooling, Inc. Employee Stock Ownership Plan · $1M · 19 · 23rd

  • BOOK $1M
  • VS-ST 19
  • BOY 23rd
  • SCH ESOP
  • EBSA near Water Medic of Cape Coral Inc. Employee Stock Ownership Plan
  • PART ind #1976

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 →

Couts Heating and Cooling, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Couts Heating and Cooling, Inc. Employee Stock Ownership PlanCouts Heating and Cooling, I…$1MWater Medic of Cape Coral Inc. Employee Stock Ownership PlanWater Medic of Cape Coral In…$1MNorth Salem State Bank Employee Stock Ownership PlanNorth Salem State Bank Emplo…$1MSemple Brown Design, P. C. Employee Stock Ownership PlanSemple Brown Design, P. C. E…$1MSacred Wind Employee Stock Ownership PlanSacred Wind Employee Stock O…$1M
End-of-year total assets ($M) among Couts Heating and Cooling, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Couts Heating and Cooling, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Couts Heating and Cooling, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 241.66666666666666% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $0.3M $1.02M ▲ +240.0%
Year Plans Participants Total Assets
2022 1 30 $300K
2023 1 18 $503K
2024 1 19 $1M

Couts Heating and Cooling, Inc. filing trail (2024)

Total Assets (Beginning of Year)$503K
Net Assets (End of Year)-$5M
Net Income$918K
Employer EIN953268594
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Couts Heating and Cooling, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Couts Heating and Cooling, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.001025 · Participants: 19Couts Heating and Cooling, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Couts Heating and Cooling, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Couts Heating and Cooling, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Water Medic of Cape Coral Inc. Employee Stock Ownership Plan in FL ($1M); by covered participants it is Equinox Information Systems, Inc. Employee Stock Ownership Plan in TN (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Couts Heating and Cooling, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Couts Heating and Cooling, Inc. Employee Stock Ownership Plan surged - up 104.0% during 2024, from $503K to $1M. Reported net income was $918K.
How have Couts Heating and Cooling, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Couts Heating and Cooling, Inc.'s sponsor-wide assets grew 241.7%, from $300K to $1M.
Where does Couts Heating and Cooling, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Couts Heating and Cooling, Inc. Employee Stock Ownership Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Couts Heating and Cooling, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Water Medic of Cape Coral Inc. Employee Stock Ownership Plan in FL ($1M, 57 participants).
Which ESOP plans cover a similar participant headcount to Couts Heating and Cooling, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Equinox Information Systems, Inc. Employee Stock Ownership Plan in TN (19 participants, $2M 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 953268594.

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.