ESOP · DOL Form 5500 · 2024

Coyle Mechanical Supply, Inc. ESOP

Data updated 2026-08-11

$12M
Total assets
35
Participants
60th
Percentile by assets
$349,084
Avg per participant
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Official DOL plan name: Coyle Mechanical Supply, Inc. Employee Stock Ownership Plan · Sponsored by Coyle Mechanical Supply, Inc. · Illinois · Wholesale Trade

$12M in assets, 35 participants

Coyle Mechanical Supply, Inc.'s Coyle Mechanical Supply, Inc. Employee Stock Ownership Plan reported $12M in total assets and 35 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • 60th percentile by assets (of 123,622 plans)
  • #3,162 in Wholesale Trade (6,080 peers)

Coyle Mechanical Supply, Inc. multi-year trail

Coyle Mechanical Supply, Inc.'s plans moved +115.1% in assets from 2022 to 2024; this filing shows Coyle Mechanical Supply, Inc. Employee Stock Ownership Plan at $12M / 35 participants.

$12M
total plan assets (2024 EOY)
35
covered participants
60th
percentile by assets (of 123,622 plans)
$349,084
avg assets per participant

Where Coyle Mechanical Supply, Inc. Employee Stock Ownership Plan sits by total assets

Coyle Mechanical Supply, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$12,217,936 Top 40% higher than 60% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Coyle Mechanical Supply, Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Coyle Mechanical Supply, Inc. Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Coyle Mechanical Supply, Inc. Employee Stock Ownership Plan reported participants rose from 32 in the plan year 2023 filing to 35 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Coyle Mechanical Supply, Inc. across 3 plan years on file

Across the 3 plan years Coyle Mechanical Supply, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $6M to $12M, a gain of 115.1%, while reported participants moved from 31 to 35 (+12.9%). Peak year by sponsor assets: 2024 ($12M); trough: 2022 ($6M).

Coyle Mechanical Supply, Inc. multi-year asset trail

$4M$6M$8M$10M$12M$14M 202220232024 $5.68M $12.2M ▲ +115.1%
Total plan assets by year, all Coyle Mechanical Supply, Inc. plans on file
Year Plans Participants Total Assets
2022 1 31 $6M
2023 1 32 $8M
2024 1 35 $12M

Coyle Mechanical Supply, Inc. filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$4M
Net Income$5M
Employer EIN370908575
Plan Effective Date2020-05-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Illinois

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

Coyle Mechanical Supply, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50000500010000 -101234 Total assets ($B) Participants Coyle Mechanical Sup…, Total assets ($B): 0.012217936 · Participants: 35Coyle Mechanical Sup…Amsted Industries In…, Total assets ($B): 3.699095694 · Participants: 4909Amsted Industries In…Kehe Distributors, I…, Total assets ($B): 2.165348047 · Participants: 4815Kehe Distributors, I…Scot Forge Company E…, Total assets ($B): 1.429776889 · Participants: 491Scot Forge Company E…Bdo USA Employee Sto…, Total assets ($B): 1.0622005 · Participants: 9258Bdo USA Employee Sto…Shorr Paper Products…, Total assets ($B): 0.430213996 · Participants: 543Shorr Paper Products…
Coyle Mechanical Supply, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Coyle Mechanical Supply, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Coyle Mechanical Supply, Inc. Employee Stock Ownership Plan assets move in 2024?
Coyle Mechanical Supply, Inc. Employee Stock Ownership Plan surged - up 59.5% during 2024, from $8M to $12M. Reported net income was $5M.
How have Coyle Mechanical Supply, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Coyle Mechanical Supply, Inc.'s sponsor-wide assets grew 115.1%, from $6M to $12M.
Which ESOP plans are similar in size to Coyle Mechanical Supply, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Infosight Employee Stock Ownership Plan and Trust in OH ($12M, 62 participants).

Next read for Coyle Mechanical Supply, Inc. Employee S…

Multi-year trail

Ways to act on Coyle Mechanical Supply, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Coyle Mechanical Supply, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Illinois. Compare plans
  • Coyle Mechanical Supply, Inc.'s sponsor-wide assets have grown 115.1% since 2022 across 3 plan years on file. More Wholesale Trade plans