ESOP · DOL Form 5500 · 2024

Air Treatment Corporation ESOP

Data updated 2026-08-11

$203M
Total assets
214
Participants
94th
Percentile by assets
$947,332
Avg per participant
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Official DOL plan name: Air Treatment Corporation Employee Stock Ownership Plan · Sponsored by Air Treatment Corporation · California · Wholesale Trade

$203M in assets, 214 participants

Air Treatment Corporation's Air Treatment Corporation Employee Stock Ownership Plan reported $203M in total assets and 214 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 123,622 plans)
  • #5,817 in Wholesale Trade (6,080 peers)

Coverage in California

Air Treatment Corporation Employee Stock Ownership Plan covers 214 participants in California, about 34% of the average California filer (state average ~630 per filing). Assets: $203M.

$203M
total plan assets (2024 EOY)
214
covered participants
94th
percentile by assets (of 123,622 plans)
$947,332
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Air Treatment Corporation Employee Stock Ownership Plan reported net income rose from $46M in the plan year 2023 filing to $81M in the plan year 2024 filing.
  • Air Treatment Corporation Employee Stock Ownership Plan end-of-year assets rose from $123M in the plan year 2023 filing to $203M in the plan year 2024 filing.
  • Air Treatment Corporation Employee Stock Ownership Plan reported participants rose from 207 in the plan year 2023 filing to 214 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Air Treatment Corporation Employee Stock Ownership Plan reports 214 participants - about 34% of that state average ($203M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$123M
Net Assets (End of Year)$195M
Net Income$81M
Employer EIN954267892
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Air Treatment Corporation)

$50M$100M$150M$200M$250M 202220232024 $102M $236M ▲ +130.8%
Total plan assets by year, all Air Treatment Corporation plans on file
Year Plans Participants Total Assets
2022 2 370 $102M
2023 2 414 $153M
2024 2 433 $236M

Nearby ESOP Plans in California

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

Air Treatment Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Air Treatment Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Air Treatment Corpor…Parsons Employee Sto…Acco Employee Stock …Rosendin Electric, I…Ecc Employee Stock O…Agron, Inc. Employee…
Air Treatment Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Air Treatment Corporation Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Air Treatment Corporation Employee Stock Ownership Plan assets move in 2024?
Air Treatment Corporation Employee Stock Ownership Plan surged - up 65.0% during 2024, from $123M to $203M. Reported net income was $81M.
How have Air Treatment Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Air Treatment Corporation's sponsor-wide assets grew 130.8%, from $102M to $236M.
Where does Air Treatment Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Air Treatment Corporation Employee Stock Ownership Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Air Treatment Corporation Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Hometown Community Bancorp, Inc. Employee Stock Ownership Plan & Trust in IL ($200M, 512 participants).

Next read for Air Treatment Corporation Employee Stock…

Filing takeaways

Ways to act on Air Treatment Corporation Employee Stock Ownership Plan's numbers.

  • By total assets, Air Treatment Corporation Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
  • Air Treatment Corporation's sponsor-wide assets have grown 130.8% since 2022 across 3 plan years on file. More Wholesale Trade plans