ESOP · DOL Form 5500 · 2024

Refrigeration-Heating, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
41
Participants Small participant base
40th
Percentile by assets National rank
$106,545
Avg per participant Below avg balance/head
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Official DOL plan name: Refrigeration-Heating, Inc. Employee Stock Ownership Plan · Sponsored by Refrigeration-Heating, Inc. · North Dakota · Wholesale Trade

$4M in assets, 41 participants

Refrigeration-Heating, Inc.'s Refrigeration-Heating, Inc. Employee Stock Ownership Plan reported $4M in total assets and 41 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #1,785 in Wholesale Trade (6,080 peers)

Refrigeration-Heating, Inc. multi-year trail

Refrigeration-Heating, Inc.'s plans moved +867.3% in assets from 2022 to 2024; this filing shows Refrigeration-Heating, Inc. Employee Stock Ownership Plan at $4M / 41 participants.

#1,785
in Wholesale Trade (6,080 peers)
+53.9%
assets growth YoY

Refrigeration-Heating, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Refrigeration-Heating, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,368,361 40th percentile higher than 40% 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

Refrigeration-Heating, 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. Refrigeration-Heating, Inc. Employee Stock Ownership Plan is a small filing (41 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Refrigeration-Heating, Inc. Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Refrigeration-Heating, Inc. Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 450352129 · Refrigeration-Heating, Inc. PY 2024 · ESOP

Refrigeration-Heating, Inc. Employee Stock Ownership Plan · $4M · 41 · 40th

  • SCH $4M
  • EBSA 41
  • PART 40th
  • TYPE ESOP
  • NET near Nmr Group Employee Stock Ownership Plan
  • BOOK ind #1785

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 North Dakota →

Refrigeration-Heating, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Thompson Masonry Contractor, Inc. ESOPThompson Masonry Contractor,…$4MRefrigeration-Heating, Inc. Employee Stock Ownership PlanRefrigeration-Heating, Inc. …$4MNmr Group Employee Stock Ownership PlanNmr Group Employee Stock Own…$4MEmployee Stock Ownership Plan of Palmer & Sicard, Inc.Employee Stock Ownership Pla…$4MTama County Abstract Company Employee Stock Ownership PlanTama County Abstract Company…$4M
End-of-year total assets ($M) among Refrigeration-Heating, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Refrigeration-Heating, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Refrigeration-Heating, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 867.3332772350019% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $0.45M $4.37M ▲ +871.1%
Year Plans Participants Total Assets
2022 1 43 $452K
2023 1 41 $3M
2024 1 41 $4M

Refrigeration-Heating, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)-$448K
Net Income$2M
Employer EIN450352129
Plan Effective Date2021-03-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in North Dakota

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

Refrigeration-Heating, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Dakota, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants Refrigeration-Heating, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.004368361 · Participants: 41Refrigeration-Heating, Inc. Employee Stock Ownership PlanBorder States Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.326258119 · Participants: 3256Border States Industries, Inc. Employee Stock Ownership PlanScheels Employee Stock Ownership Plan, Total assets ($B): 0.962968241 · Participants: 5157Scheels Employee Stock Ownership PlanUlteig, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.192805392 · Participants: 1117Ulteig, Inc. Employee Stock Ownership PlanFrontier Precision, Inc Employee Stock Ownership Plan, Total assets ($B): 0.097711974 · Participants: 89Frontier Precision, Inc Employee Stock Ownership PlanKlj Solutions Co Employee Stock Ownership Plan, Total assets ($B): 0.09240993 · Participants: 525Klj Solutions Co Employee Stock Ownership Plan
Refrigeration-Heating, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Dakota, assets vs. participants
Compare Refrigeration-Heating, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside North Dakota, the nearest ESOP by assets is Nmr Group Employee Stock Ownership Plan in MA ($4M); by covered participants it is Custom Dental Management, Inc. Employee Stock Ownership Plan in MO (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 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 Refrigeration-Heating, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Refrigeration-Heating, Inc. Employee Stock Ownership Plan surged - up 53.9% during 2024, from $3M to $4M. Reported net income was $2M.
How have Refrigeration-Heating, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Refrigeration-Heating, Inc.'s sponsor-wide assets grew 867.3%, from $452K to $4M.
Which ESOP plans are similar in size to Refrigeration-Heating, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Nmr Group Employee Stock Ownership Plan in MA ($4M, 40 participants).
Which ESOP plans cover a similar participant headcount to Refrigeration-Heating, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Custom Dental Management, Inc. Employee Stock Ownership Plan in MO (41 participants, N/A 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 450352129.

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.