ESOP · DOL Form 5500 · 2024

Mechanical Holdings, Inc. ESOP

Data updated 2026-08-25

$42M
Total assets Below avg plan size
629
Participants Below avg headcount
82nd
Percentile by assets National rank
$67,291
Avg per participant Below avg balance/head
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Official DOL plan name: 20/20 Plumbing and Heating, Inc. ESOP · Sponsored by Mechanical Holdings, Inc. · California · Construction

$42M in assets, 629 participants

Mechanical Holdings, Inc.'s 20/20 Plumbing and Heating, Inc. ESOP reported $42M in total assets and 629 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,282 in Construction (9,039 peers)

Where 20/20 Plumbing and Heating, Inc. ESOP sits by assets

20/20 Plumbing and Heating, Inc. ESOP sits in the top quartile of all filed plans by assets, $42M for 629 participants (~$67,291/participant), up 3.6% in 2024.

#7,282
in Construction (9,039 peers)
+3.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

20/20 Plumbing and Heating, Inc. ESOP's outsized position by total assets

20/20 Plumbing and Heating, Inc. ESOP vs every filed plan by assets

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

$42,325,756 Top 18% higher than 82% 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

20/20 Plumbing and Heating, Inc. ESOP 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. 20/20 Plumbing and Heating, Inc. ESOP sits mid-pack in the medium band (629 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 20/20 Plumbing and Heating, Inc. ESOP reported net income rose from $980K in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • 20/20 Plumbing and Heating, Inc. ESOP reported participants fell from 766 in the plan year 2023 filing to 629 in the plan year 2024 filing.
  • 20/20 Plumbing and Heating, Inc. ESOP end-of-year assets rose from $41M in the plan year 2023 filing to $42M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 814532686 · Mechanical Holdings, Inc. PY 2024 · ESOP

20/20 Plumbing and Heating, Inc. ESOP · $42M · 629 · 82nd

  • 5500 $42M
  • 5500 629
  • 5500 82nd
  • 5500 ESOP
  • 5500 near Onin Holdings, Inc. Employee Stock Ownership Plan
  • 5500 ind #7282

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 →

20/20 Plumbing and Heating, Inc. ESOP in the asset neighbourhood

20/20 Plumbing and Heating, Inc. ESOP20/20 Plumbing and Heating, …$42MOnin Holdings, Inc. Employee Stock Ownership PlanOnin Holdings, Inc. Employee…$42MHfa Enterprises Employee Stock Ownership PlanHfa Enterprises Employee Sto…$42MTech-Etch Employee Stock Ownership PlanTech-Etch Employee Stock Own…$42MW&w Glass, Inc. Employee Stock Ownership PlanW&w Glass, Inc. Employee Sto…$42M
End-of-year total assets ($M) among 20/20 Plumbing and Heating, Inc. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$24M
Net Income$3M
Employer EIN814532686
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mechanical Holdings, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$42M 1.7523619408585207% vs 2022
2024 filing year
$40.5M$41M$41.5M$42M$42.5M 202220232024 $41.6M $42.3M ▲ +1.8%
Year Plans Participants Total Assets
2022 1 957 $42M
2023 1 766 $41M
2024 1 629 $42M

Nearby ESOP Plans in California

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

20/20 Plumbing and Heating, Inc. ESOP vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants 20/20 Plumbing and Heating, Inc. ESOP, Total assets ($B): 0.042325756 · Participants: 62920/20 Plumbing and Heating, Inc. ESOPParsons 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
20/20 Plumbing and Heating, Inc. ESOP vs. nearby ESOP plans in California, assets vs. participants
Compare 20/20 Plumbing and Heating, Inc. ESOP side-by-side with 3 peers →

20/20 Plumbing and Heating, Inc. ESOP's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Onin Holdings, Inc. Employee Stock Ownership Plan in ($42M); by covered participants it is Bestcare, Inc. Employee Stock Ownership Plan in NY (630 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (629 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 20/20 Plumbing and Heating, Inc. ESOP assets move in 2024? ▼
20/20 Plumbing and Heating, Inc. ESOP edged up modestly - up 3.6% during 2024, from $41M to $42M. Reported net income was $3M.
How have Mechanical Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mechanical Holdings, Inc.'s sponsor-wide assets grew 1.8%, from $42M to $42M.
Where does 20/20 Plumbing and Heating, Inc. ESOP rank by assets among Form 5500 filers? ▼
20/20 Plumbing and Heating, Inc. ESOP ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to 20/20 Plumbing and Heating, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by assets is Onin Holdings, Inc. Employee Stock Ownership Plan in ($42M, 422 participants).
Which ESOP plans cover a similar participant headcount to 20/20 Plumbing and Heating, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Bestcare, Inc. Employee Stock Ownership Plan in NY (630 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 814532686.

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.