ESOP · DOL Form 5500 · 2023

Fresno Plumbing & Heating, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
282
Participants Below avg headcount
39th
Percentile by assets National rank
$13,122
Avg per participant Low balance/head
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Official DOL plan name: Fresno Plumbing & Heating, Inc. Employee Stock Ownership Plan · Sponsored by Fresno Plumbing & Heating, Inc. · California · Construction

$4M in assets, 282 participants

Fresno Plumbing & Heating, Inc.'s Fresno Plumbing & Heating, Inc. Employee Stock Ownership Plan reported $4M in total assets and 282 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #3,333 in Construction (9,030 peers)

Coverage in California

Fresno Plumbing & Heating, Inc. Employee Stock Ownership Plan covers 282 participants in California, about 45% of the average California filer (state average ~630 per filing). Assets: $4M.

#3,333
in Construction (9,030 peers)
+268.7%
assets growth YoY

Fresno Plumbing & Heating, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Fresno Plumbing & Heating, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,700,304 39th percentile higher than 39% 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

Fresno Plumbing & Heating, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fresno Plumbing & Heating, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (282 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fresno Plumbing & Heating, Inc. Employee Stock Ownership Plan reported net income rose from $42K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Fresno Plumbing & Heating, Inc. Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Fresno Plumbing & Heating, Inc. Employee Stock Ownership Plan reported participants fell from 330 in the plan year 2022 filing to 282 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 942774677 · Fresno Plumbing & Heating, Inc. PY 2023 · ESOP

Fresno Plumbing & Heating, Inc. Employee Stock Ownership Plan · $4M · 282 · 39th

  • VS-ST $4M
  • VS-ST 282
  • VS-ST 39th
  • VS-ST ESOP
  • VS-ST near Broadstreet Bank, Ssb Employee Stock Ownership Plan
  • VS-ST ind #3333

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 →

Fresno Plumbing & Heating, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Integrus Holdings, Inc. Employee Stock Ownership PlanIntegrus Holdings, Inc. Empl…$4MKosmo Machine Inc. Employee Stock Ownership PlanKosmo Machine Inc. Employee …$4MFresno Plumbing & Heating, Inc. Employee Stock Ownership PlanFresno Plumbing & Heating, I…$4MBroadstreet Bank, Ssb Employee Stock Ownership PlanBroadstreet Bank, Ssb Employ…$4MHirons & Company Employee Stock Ownership PlanHirons & Company Employee St…$4M
End-of-year total assets ($M) among Fresno Plumbing & Heating, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$188K
Net Income$3M
Employer EIN942774677
Plan Effective Date2016-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fresno Plumbing & Heating, Inc.)

Sponsor-wide plan assets over time

All Fresno Plumbing & Heating, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 34.740865315444424% vs 2022
2023 filing year
$16M$18M$20M$22M$24M$26M 20222023 $17.7M $23.8M ▲ +34.8%
Year Plans Participants Total Assets
2022 2 661 $18M
2023 2 562 $24M

Nearby ESOP Plans in California

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

Fresno Plumbing & Heating, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Fresno Plumbing & Heating, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.003700304 · Participants: 282Fresno Plumbing & Heating, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Fresno Plumbing & Heating, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Fresno Plumbing & Heating, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Broadstreet Bank, Ssb Employee Stock Ownership Plan in TX ($4M); by covered participants it is Dx Enterprises, Inc. Employee Stock Ownership Plan in IN (282 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (282 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 Fresno Plumbing & Heating, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Fresno Plumbing & Heating, Inc. Employee Stock Ownership Plan surged - up 268.7% during 2023, from $1M to $4M. Reported net income was $3M.
How have Fresno Plumbing & Heating, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Fresno Plumbing & Heating, Inc.'s sponsor-wide assets grew 34.7%, from $18M to $24M.
Which ESOP plans are similar in size to Fresno Plumbing & Heating, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Broadstreet Bank, Ssb Employee Stock Ownership Plan in TX ($4M, 53 participants).
Which ESOP plans cover a similar participant headcount to Fresno Plumbing & Heating, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Dx Enterprises, Inc. Employee Stock Ownership Plan in IN (282 participants, $370K 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 942774677.

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.