ESOP · DOL Form 5500 · 2024

Wooldridge Heating & Air, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
54
Participants Small participant base
52nd
Percentile by assets National rank
$153,704
Avg per participant Above avg balance/head
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Official DOL plan name: Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Wooldridge Heating & Air, Inc. · Virginia · Construction

$8M in assets, 54 participants

Wooldridge Heating & Air, Inc.'s Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust reported $8M in total assets and 54 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #4,539 in Construction (9,039 peers)

Wooldridge Heating & Air, Inc. multi-year trail

Wooldridge Heating & Air, Inc.'s plans moved +12.7% in assets from 2022 to 2024; this filing shows Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust at $8M / 54 participants.

#4,539
in Construction (9,039 peers)
+6.0%
assets growth YoY

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

Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$8,300,029 Top 48% higher than 52% 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

Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust is a small filing (54 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 61 in the plan year 2023 filing to 54 in the plan year 2024 filing.
  • Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 541128340 · Wooldridge Heating & Air, Inc. PY 2024 · ESOP

Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust · $8M · 54 · 52nd

  • EIN $8M
  • EIN 54
  • EIN 52nd
  • EIN ESOP
  • EIN near Cameron Tool Corporation Employee Stock Ownership Plan
  • EIN ind #4539

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 Virginia →

Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and TrustWooldridge Heating & Air, In…$8MCameron Tool Corporation Employee Stock Ownership PlanCameron Tool Corporation Emp…$8MAugusta Industrial Services, Inc. Employee Stock Ownership PlanAugusta Industrial Services,…$8MParratt-Wolff, Inc. Employee Stock Ownership PlanParratt-Wolff, Inc. Employee…$8MTesting Service Corporation Employees' Stock Ownership PlanTesting Service Corporation …$8M
End-of-year total assets ($M) among Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Wooldridge Heating & Air, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wooldridge Heating & Air, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 12.678622143471152% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M 202220232024 $7.37M $8.3M ▲ +12.6%
Year Plans Participants Total Assets
2022 1 57 $7M
2023 1 61 $8M
2024 1 54 $8M

Wooldridge Heating & Air, Inc. filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$471K
Employer EIN541128340
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Virginia

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

Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.008300029 · Participants: 54Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and TrustNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.333135639 · Participants: 6515Nvr, Inc. Employee Stock Ownership PlanDelta Star Employee Stock Ownership Plan, Total assets ($B): 0.446814442 · Participants: 222Delta Star Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.407104271 · Participants: 1962Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.385752212 · Participants: 1811The Resorts Companies, Inc. Employee Stock Ownership PlanNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.380000537 · Participants: 458New River Electrical Corporation Employee Stock Ownership Plan
Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Virginia, the nearest ESOP by assets is Cameron Tool Corporation Employee Stock Ownership Plan in MI ($8M); by covered participants it is Schoeneman's Employee Stock Ownership Plan in SD (54 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (54 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 Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip - up 6.0% during 2024, from $8M to $8M. Reported net income was $471K.
How have Wooldridge Heating & Air, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wooldridge Heating & Air, Inc.'s sponsor-wide assets grew 12.7%, from $7M to $8M.
Which ESOP plans are similar in size to Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Cameron Tool Corporation Employee Stock Ownership Plan in MI ($8M, 67 participants).
Which ESOP plans cover a similar participant headcount to Wooldridge Heating & Air, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Schoeneman's Employee Stock Ownership Plan in SD (54 participants, $1M 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 541128340.

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.