WOOLDRIDGE HEATING & AIR, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Reviewed byPlainRetire Editorial, Retirement Plans Editorial Team · June 7, 2026

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

WOOLDRIDGE HEATING & AIR, INC.

This Other plan holds N/A in total assets and serves 54 participants as of 2024. It is sponsored by WOOLDRIDGE HEATING & AIR, INC. in Virginia.

Total Assets (2023)

N/A

Participants

State

Virginia

Industry

Construction

What the Filing Says About WOOLDRIDGE HEATING & AIR, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

WOOLDRIDGE HEATING & AIR, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST is a Other retirement plan sponsored by WOOLDRIDGE HEATING & AIR, INC., headquartered in Virginia. As of the 2024 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 54 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 541128340, and the plan has been effective since 2007-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2024 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	N/A
Total Assets (End of Year)	N/A
Net Assets (End of Year)	N/A
Plan Type	Other
Employer EIN	541128340
Plan Effective Date	2007-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (WOOLDRIDGE HEATING & AIR, INC.)

Year	Plans	Participants	Total Assets
2022	1	57	N/A
2023	1	61	N/A
2024	1	54	N/A

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Frequently Asked Questions

How much money is in the WOOLDRIDGE HEATING & AIR, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST? ▼

As of the 2024 Form 5500 filing, WOOLDRIDGE HEATING & AIR, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST holds N/A in total assets with 54 participants. It is sponsored by WOOLDRIDGE HEATING & AIR, INC..

What type of plan is WOOLDRIDGE HEATING & AIR, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST? ▼

WOOLDRIDGE HEATING & AIR, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST is a Other plan. It has been effective since 2007-01-01. The plan is filed with the U.S. Department of Labor under EIN 541128340.

Who sponsors the WOOLDRIDGE HEATING & AIR, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST? ▼

WOOLDRIDGE HEATING & AIR, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST is sponsored by WOOLDRIDGE HEATING & AIR, INC., located in Virginia. The sponsor's EIN is 541128340 and the plan operates in the Construction industry.

How did WOOLDRIDGE HEATING & AIR, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST perform in 2024? ▼

WOOLDRIDGE HEATING & AIR, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST held N/A in total assets at the end of 2024.

Where can I find official filings for WOOLDRIDGE HEATING & AIR, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST? ▼

Official Form 5500 filings for WOOLDRIDGE HEATING & AIR, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 541128340 or plan name at efast.dol.gov.

How does WOOLDRIDGE HEATING & AIR, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST compare to other plans? ▼

You can compare WOOLDRIDGE HEATING & AIR, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST against other Other plans on the plan type page, or view plans in Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.