ESOP · DOL Form 5500 · 2024

Custom Holdings, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
33
Participants Small participant base
51st
Percentile by assets National rank
$238,598
Avg per participant Above avg balance/head
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Official DOL plan name: Custom Aire, Inc. ESOP · Sponsored by Custom Holdings, Inc. · North Dakota · Construction

$8M in assets, 33 participants

Custom Holdings, Inc.'s Custom Aire, Inc. ESOP reported $8M in total assets and 33 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #4,445 in Construction (9,039 peers)

Custom Holdings, Inc. multi-year trail

Custom Holdings, Inc.'s plans moved +53.5% in assets from 2022 to 2024; this filing shows Custom Aire, Inc. ESOP at $8M / 33 participants.

#4,445
in Construction (9,039 peers)
+10.5%
assets growth YoY

Custom Aire, Inc. ESOP's mid-pack asset rank among Construction and all filers

Custom Aire, Inc. ESOP vs every filed plan by assets

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

$7,873,718 Top 49% higher than 51% 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

Custom Aire, Inc. ESOP among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Custom Aire, Inc. ESOP is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Custom Aire, Inc. ESOP reported net income fell from $2M in the plan year 2023 filing to $801K in the plan year 2024 filing.
  • Custom Aire, Inc. ESOP end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Custom Aire, Inc. ESOP reported participants rose from 31 in the plan year 2023 filing to 33 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 452900982 · Custom Holdings, Inc. PY 2024 · ESOP

Custom Aire, Inc. ESOP · $8M · 33 · 51st

  • IND $8M
  • IND 33
  • IND 51st
  • IND ESOP
  • IND near First Savings Bank Employee Stock Ownership Plan
  • IND ind #4445

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 North Dakota →

Custom Aire, Inc. ESOP in the asset neighbourhood

Barry Company, Inc. Employee Stock Ownership PlanBarry Company, Inc. Employee…$8MFirst Savings Bank Employee Stock Ownership PlanFirst Savings Bank Employee …$8MCustom Aire, Inc. ESOP$8MNational Fuel Gas Company Employee Stock Ownership PlanNational Fuel Gas Company Em…$8MBarton Associates, Inc. Employee Stock Ownership PlanBarton Associates, Inc. Empl…$8M
End-of-year total assets ($M) among Custom Aire, Inc. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Custom Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Custom Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 53.46511457475738% vs 2022
2024 filing year
$4M$5M$6M$7M$8M$9M 202220232024 $5.13M $7.87M ▲ +53.4%
Year Plans Participants Total Assets
2022 1 32 $5M
2023 1 31 $7M
2024 1 33 $8M

Custom Holdings, Inc. filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$801K
Employer EIN452900982
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in North Dakota

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

Custom Aire, Inc. ESOP vs. nearby ESOP plans in North Dakota, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants Custom Aire, Inc. ESOP, Total assets ($B): 0.007873718 · Participants: 33Custom Aire, Inc. ESOPBorder States Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.326258119 · Participants: 3256Border States Industries, Inc. Employee Stock Ownership PlanScheels Employee Stock Ownership Plan, Total assets ($B): 0.962968241 · Participants: 5157Scheels Employee Stock Ownership PlanUlteig, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.192805392 · Participants: 1117Ulteig, Inc. Employee Stock Ownership PlanFrontier Precision, Inc Employee Stock Ownership Plan, Total assets ($B): 0.097711974 · Participants: 89Frontier Precision, Inc Employee Stock Ownership PlanKlj Solutions Co Employee Stock Ownership Plan, Total assets ($B): 0.09240993 · Participants: 525Klj Solutions Co Employee Stock Ownership Plan
Custom Aire, Inc. ESOP vs. nearby ESOP plans in North Dakota, assets vs. participants
Compare Custom Aire, Inc. ESOP side-by-side with 3 peers →

Custom Aire, Inc. ESOP's out-of-state ESOP peers by assets and headcount

Outside North Dakota, the nearest ESOP by assets is First Savings Bank Employee Stock Ownership Plan in IN ($8M); by covered participants it is Sundance State Bank Profit Sharing and Employee Stock Ownership Plan in WY (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 Custom Aire, Inc. ESOP assets move in 2024? ▼
Custom Aire, Inc. ESOP grew at a solid clip - up 10.5% during 2024, from $7M to $8M. Reported net income was $801K.
How have Custom Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Custom Holdings, Inc.'s sponsor-wide assets grew 53.5%, from $5M to $8M.
Which ESOP plans are similar in size to Custom Aire, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by assets is First Savings Bank Employee Stock Ownership Plan in IN ($8M, 57 participants).
Which ESOP plans cover a similar participant headcount to Custom Aire, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Sundance State Bank Profit Sharing and Employee Stock Ownership Plan in WY (33 participants, $6M 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 452900982.

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.