ESOP · DOL Form 5500 · 2024

Mechanical Holdings, Inc. ESOP

Data updated 2026-08-11

$42M
Total assets
629
Participants
82nd
Percentile by assets
$67,291
Avg per participant
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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.

  • 82nd percentile by assets (of 123,622 plans)
  • #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.

$42M
total plan assets (2024 EOY)
629
covered participants
82nd
percentile by assets (of 123,622 plans)
$67,291
avg assets per participant

Where 20/20 Plumbing and Heating, Inc. ESOP sits 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 $2,010,000,000 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

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 →

State
California
Industry
Construction

20/20 Plumbing and Heating, Inc. ESOP vs the 2024 asset distribution

By assets, 20/20 Plumbing and Heating, Inc. ESOP outranks 82% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

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.)

$40.5M$41M$41.5M$42M$42.5M 202220232024 $41.6M $42.3M ▲ +1.8%
Total plan assets by year, all Mechanical Holdings, Inc. plans on file
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 ($B) Participants 20/20 Plumbing and H…, Total assets ($B): 0.042325756 · Participants: 62920/20 Plumbing and H…Parsons Employee Sto…, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Sto…Acco Employee Stock …, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock …Rosendin Electric, I…, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, I…Ecc Employee Stock O…, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock O…Agron, Inc. Employee…, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee…
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 →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to 20/20 Plumbing and Heating, Inc. ESOP by total assets, not by location.

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).

Next read for 20/20 Plumbing and Heating, Inc. ESOP

Scale reading

Ways to act on 20/20 Plumbing and Heating, Inc. ESOP's numbers.

  • By total assets, 20/20 Plumbing and Heating, Inc. ESOP ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
  • Mechanical Holdings, Inc.'s sponsor-wide assets have grown 1.8% since 2022 across 3 plan years on file. More Construction plans

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.