ESOP · DOL Form 5500 · 2023

Scottco Mechanical Contractors, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
67
Participants Small participant base
31st
Percentile by assets National rank
$31,018
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Scottco Mechanical Contractors, Inc. Employee Stock Ownership Plan · Sponsored by Scottco Mechanical Contractors, Inc. · Texas · Construction

$2M in assets, 67 participants

Scottco Mechanical Contractors, Inc.'s Scottco Mechanical Contractors, Inc. Employee Stock Ownership Plan reported $2M in total assets and 67 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #2,589 in Construction (9,030 peers)

What the 2023 filing shows

Scottco Mechanical Contractors, Inc. Employee Stock Ownership Plan holds $2M for 67 participants - about $31,018 per participant, in the lower half of filed plans by assets.

#2,589
in Construction (9,030 peers)
+0.5%
assets growth YoY

Scottco Mechanical Contractors, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Scottco Mechanical Contractors, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,078,208 31st percentile higher than 31% 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

Scottco Mechanical Contractors, 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. Scottco Mechanical Contractors, Inc. Employee Stock Ownership Plan is a small filing (67 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Scottco Mechanical Contractors, Inc. Employee Stock Ownership Plan reported net income rose from -$362K in the plan year 2022 filing to $9K in the plan year 2023 filing.
  • Scottco Mechanical Contractors, Inc. Employee Stock Ownership Plan reported participants fell from 71 in the plan year 2022 filing to 67 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 751855478 · Scottco Mechanical Contractors, Inc. PY 2023 · ESOP

Scottco Mechanical Contractors, Inc. Employee Stock Ownership Plan · $2M · 67 · 31st

  • VS-ST $2M
  • VS-ST 67
  • VS-ST 31st
  • VS-ST ESOP
  • VS-ST near Diamond Baseball Company, Inc. ESOP
  • VS-ST ind #2589

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 Texas →

Scottco Mechanical Contractors, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Scottco Mechanical Contractors, Inc. Employee Stock Ownership PlanScottco Mechanical Contracto…$2MDiamond Baseball Company, Inc. ESOPDiamond Baseball Company, In…$2MFirst Union Financial Corporation Employee Stock Ownership PlanFirst Union Financial Corpor…$2MClarkson Grain Company, Inc. Employee Stock Ownership PlanClarkson Grain Company, Inc.…$2MBill Few Associates Employee Stock Ownership PlanBill Few Associates Employee…$2M
End-of-year total assets ($M) among Scottco Mechanical Contractors, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$9K
Employer EIN751855478
Plan Effective Date1984-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Scottco Mechanical Contractors, Inc.)

Sponsor-wide plan assets over time

All Scottco Mechanical Contractors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 0.4528141373910017% vs 2022
2023 filing year
$2.07M$2.07M$2.08M$2.08M$2.09M 20222023 $2.07M $2.08M ▲ +0.5%
Year Plans Participants Total Assets
2022 1 71 $2M
2023 1 67 $2M

Nearby ESOP Plans in Texas

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

Scottco Mechanical Contractors, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Scottco Mechanical Contractors, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002078208 · Participants: 67Scottco Mechanical Contractors, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Scottco Mechanical Contractors, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants

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

Outside Texas, the nearest ESOP by assets is Diamond Baseball Company, Inc. ESOP in CA ($2M); by covered participants it is The Transit Group, Inc. Employee Stock Ownership Plan in FL (67 participants). Same-state nearby plans are listed separately above.

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 Scottco Mechanical Contractors, Inc. Employee Stock Ownership Plan assets move in 2023?
Scottco Mechanical Contractors, Inc. Employee Stock Ownership Plan held essentially flat - up 0.5% during 2023, from $2M to $2M. Reported net income was $9K.
How have Scottco Mechanical Contractors, Inc. plan assets changed over time?
Across 2 plan years on file (2022-2023), Scottco Mechanical Contractors, Inc.'s sponsor-wide assets grew 0.5%, from $2M to $2M.
Which ESOP plans are similar in size to Scottco Mechanical Contractors, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Diamond Baseball Company, Inc. ESOP in CA ($2M, 11 participants).
Which ESOP plans cover a similar participant headcount to Scottco Mechanical Contractors, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is The Transit Group, Inc. Employee Stock Ownership Plan in FL (67 participants, N/A in assets).