ESOP · DOL Form 5500 · 2024

Ferrer Mechanical Services, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
69
Participants Small participant base
30th
Percentile by assets National rank
$29,565
Avg per participant Low balance/head
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Official DOL plan name: Ferrer Mechanical Services Employee Stock Ownership Plan · Sponsored by Ferrer Mechanical Services, Inc. · Indiana · Construction

$2M in assets, 69 participants

Ferrer Mechanical Services, Inc.'s Ferrer Mechanical Services Employee Stock Ownership Plan reported $2M in total assets and 69 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,541 in Construction (9,039 peers)

Ferrer Mechanical Services, Inc. multi-year trail

Ferrer Mechanical Services, Inc.'s plans moved +173.8% in assets from 2022 to 2024; this filing shows Ferrer Mechanical Services Employee Stock Ownership Plan at $2M / 69 participants.

#2,541
in Construction (9,039 peers)
+11.5%
assets growth YoY

Ferrer Mechanical Services Employee Stock Ownership Plan among the smaller filed plans by assets

Ferrer Mechanical Services Employee Stock Ownership Plan vs every filed plan by assets

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

$2,040,000 30th percentile higher than 30% 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

Ferrer Mechanical Services 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. Ferrer Mechanical Services Employee Stock Ownership Plan is a small filing (69 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 900866401 · Ferrer Mechanical Services, Inc. PY 2024 · ESOP

Ferrer Mechanical Services Employee Stock Ownership Plan · $2M · 69 · 30th

  • EIN $2M
  • RANK 69
  • PHOTO 30th
  • IND ESOP
  • EOY near The Stephenson National Bank & Trust Employee Stock Ownership Plan
  • 5500 ind #2541

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 Indiana →

Ferrer Mechanical Services Employee Stock Ownership Plan in the asset neighbourhood

Ferrer Mechanical Services Employee Stock Ownership PlanFerrer Mechanical Services E…$2MThe Stephenson National Bank & Trust Employee Stock Ownership PlanThe Stephenson National Bank…$2MEmployee Stock Ownership Plan and Trust of Twi Group, Inc.Employee Stock Ownership Pla…$2MStubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership PlanStubbe & Associates, Inc. 20…$2MNuckles Employee Stock Ownership PlanNuckles Employee Stock Owner…$2M
End-of-year total assets ($M) among Ferrer Mechanical Services Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Ferrer Mechanical Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ferrer Mechanical Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 173.8255033557047% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 202220232024 $0.75M $2.04M ▲ +172.0%
Year Plans Participants Total Assets
2022 1 76 $745K
2023 1 77 $2M
2024 1 69 $2M

Ferrer Mechanical Services, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$229K
Employer EIN900866401
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

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

Ferrer Mechanical Services Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.522.5 Total assets ($B) Participants Ferrer Mechanical Services Employee Stock Ownership Plan, Total assets ($B): 0.00204 · Participants: 69Ferrer Mechanical Services Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 2.185109137 · Participants: 4295Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.432438721 · Participants: 509Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.376983564 · Participants: 1370Nibco Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.170278352 · Participants: 622Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership PlanErmco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.151428287 · Participants: 123Ermco, Inc. Employee Stock Ownership Plan
Ferrer Mechanical Services Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Ferrer Mechanical Services Employee Stock Ownership Plan side-by-side with 3 peers →

Ferrer Mechanical Services Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is The Stephenson National Bank & Trust Employee Stock Ownership Plan in WI ($2M); by covered participants it is R. C. Lurie Company, Inc. Employee Stock Ownership Plan in AZ (69 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (69 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 Ferrer Mechanical Services Employee Stock Ownership Plan assets move in 2024? ▼
Ferrer Mechanical Services Employee Stock Ownership Plan grew at a solid clip - up 11.5% during 2024, from $2M to $2M. Reported net income was $229K.
How have Ferrer Mechanical Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ferrer Mechanical Services, Inc.'s sponsor-wide assets grew 173.8%, from $745K to $2M.
Which ESOP plans are similar in size to Ferrer Mechanical Services Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Stephenson National Bank & Trust Employee Stock Ownership Plan in WI ($2M, 106 participants).
Which ESOP plans cover a similar participant headcount to Ferrer Mechanical Services Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is R. C. Lurie Company, Inc. Employee Stock Ownership Plan in AZ (69 participants, $103M 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 900866401.

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.