ESOP · DOL Form 5500 · 2024

Capitol Mechanical, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
57
Participants Small participant base
46th
Percentile by assets National rank
$107,627
Avg per participant Below avg balance/head
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Official DOL plan name: Capitol Mechanical, Inc. Employee Stock Ownership Plan · Sponsored by Capitol Mechanical, Inc. · Wisconsin · Other Services

$6M in assets, 57 participants

Capitol Mechanical, Inc.'s Capitol Mechanical, Inc. Employee Stock Ownership Plan reported $6M in total assets and 57 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #5,171 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Capitol Mechanical, Inc. Employee Stock Ownership Plan ranks #5,171 of 7,719 2024 filers by assets (327% of the sector average)-$6M for 57 participants.

#5,171
in Other Services (7,719 peers)
+146.4%
assets growth YoY

Capitol Mechanical, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Other Services and all filers

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

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

$6,134,742 46th percentile higher than 46% 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

Capitol Mechanical, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Capitol Mechanical, Inc. Employee Stock Ownership Plan is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Capitol Mechanical, Inc. Employee Stock Ownership Plan reported net income rose from $93K in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Capitol Mechanical, Inc. Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Capitol Mechanical, Inc. Employee Stock Ownership Plan reported participants fell from 59 in the plan year 2023 filing to 57 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 391145227 · Capitol Mechanical, Inc. PY 2024 · ESOP

Capitol Mechanical, Inc. Employee Stock Ownership Plan · $6M · 57 · 46th

  • VS-ST $6M
  • BOY 57
  • SCH 46th
  • EBSA ESOP
  • PART near T.R. Arnold & Associates, Inc. Employee Stock Ownership Plan
  • TYPE ind #5171

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 Wisconsin →

Capitol Mechanical, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Virginia Integrated Communication, Inc. Employee Stock Ownership PlanVirginia Integrated Communic…$6MT.R. Arnold & Associates, Inc. Employee Stock Ownership PlanT.R. Arnold & Associates, In…$6MCapitol Mechanical, Inc. Employee Stock Ownership PlanCapitol Mechanical, Inc. Emp…$6MBingaman & Son Lumber, Inc. Employee Stock Ownership PlanBingaman & Son Lumber, Inc. …$6MHarris Group Inc. Employee Stock Ownership PlanHarris Group Inc. Employee S…$6M
End-of-year total assets ($M) among Capitol Mechanical, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$621K
Net Income$4M
Employer EIN391145227
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capitol Mechanical, Inc.)

Sponsor-wide plan assets over time

All Capitol Mechanical, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 146.38576838442455% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $2.49M $6.13M ▲ +146.2%
Year Plans Participants Total Assets
2022 1 59 $2M
2023 1 59 $2M
2024 1 57 $6M

Nearby ESOP Plans in Wisconsin

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

Capitol Mechanical, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Capitol Mechanical, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.006134742 · Participants: 57Capitol Mechanical, Inc. Employee Stock Ownership PlanSchreiber Foods, Inc Employee Stock Ownership Plan, Total assets ($B): 3.761100176 · Participants: 6519Schreiber Foods, Inc Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.795573537 · Participants: 2967Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.604138718 · Participants: 1689Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.332844757 · Participants: 834Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.31505419 · Participants: 266Trachte Building Systems Employee Stock Ownership Plan
Capitol Mechanical, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Capitol Mechanical, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Capitol Mechanical, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is T.R. Arnold & Associates, Inc. Employee Stock Ownership Plan in IN ($6M); by covered participants it is Ma Bank Employee Stock Ownership Plan in MO (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 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 Capitol Mechanical, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Capitol Mechanical, Inc. Employee Stock Ownership Plan surged - up 146.4% during 2024, from $2M to $6M. Reported net income was $4M.
How have Capitol Mechanical, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capitol Mechanical, Inc.'s sponsor-wide assets grew 146.4%, from $2M to $6M.
Which ESOP plans are similar in size to Capitol Mechanical, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is T.R. Arnold & Associates, Inc. Employee Stock Ownership Plan in IN ($6M, 21 participants).
Which ESOP plans cover a similar participant headcount to Capitol Mechanical, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ma Bank Employee Stock Ownership Plan in MO (57 participants, $3M 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 391145227.

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.