ESOP · DOL Form 5500 · 2024
Oliver Brooks, Incorporated Dba Brooks Heating and Air Conditioning ESOP
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 23
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $193,560
- Avg per participant Above avg balance/head
Official DOL plan name: Brooks Heating and Air Conditioning Employee Stock Ownership Plan · Sponsored by Oliver Brooks, Incorporated Dba Brooks Heating and Air Conditioning · Louisiana · Construction
$4M in assets, 23 participants
Oliver Brooks, Incorporated Dba Brooks Heating and Air Conditioning's Brooks Heating and Air Conditioning Employee Stock Ownership Plan reported $4M in total assets and 23 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- #3,493 in Construction (9,039 peers)
Oliver Brooks, Incorporated Dba Brooks Heating and Air Conditioning multi-year trail
Oliver Brooks, Incorporated Dba Brooks Heating and Air Conditioning's plans moved +18.2% in assets from 2022 to 2024; this filing shows Brooks Heating and Air Conditioning Employee Stock Ownership Plan at $4M / 23 participants.
- #3,493
- in Construction (9,039 peers)
- -3.0%
- assets change YoY
The plan reported a net loss of $157K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Brooks Heating and Air Conditioning Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers
Brooks Heating and Air Conditioning Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,451,881 40th percentile higher than 40% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Brooks Heating and Air Conditioning 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. Brooks Heating and Air Conditioning Employee Stock Ownership Plan is a small filing (23 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Brooks Heating and Air Conditioning Employee Stock Ownership Plan reported net income fell from $863K in the plan year 2023 filing to -$157K in the plan year 2024 filing.
- Brooks Heating and Air Conditioning Employee Stock Ownership Plan reported participants fell from 25 in the plan year 2023 filing to 23 in the plan year 2024 filing.
- Brooks Heating and Air Conditioning Employee Stock Ownership Plan end-of-year assets fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
DOL schedule card
Filing strip 720634878 · Oliver Brooks, Incorporated Dba Brooks Heating and Air Conditioning PY 2024 · ESOP
Brooks Heating and Air Conditioning Employee Stock Ownership Plan · $4M · 23 · 40th
- BOOK $4M
- BOOK 23
- BOOK 40th
- BOOK ESOP
- BOOK near Lbtc Holdings, Inc. Employee Stock Ownership Plan
- BOOK ind #3493
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 Louisiana →
Brooks Heating and Air Conditioning Employee Stock Ownership Plan in the asset neighbourhood
Oliver Brooks, Incorporated Dba Brooks Heating and Air Conditioning multi-year asset trail
Sponsor-wide plan assets over time
All Oliver Brooks, Incorporated Dba Brooks Heating and Air Conditioning plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 18.156638168002953% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 23 | $4M |
| 2023 | 1 | 25 | $5M |
| 2024 | 1 | 23 | $4M |
Oliver Brooks, Incorporated Dba Brooks Heating and Air Conditioning filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$157K |
| Employer EIN | 720634878 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Louisiana
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Magnolia Employee Stock Ownership Plan $731M · 745
- Acadian Ambulance Service, Inc. Employee Stock Ownership Plan $528M · 3,705
- Rogers Manufacturing Corporation Employee Stock Ownership Plan $161M · 142
- Mcelroy Metal Mill, Inc. Employee Stock Ownership Plan $142M · 573
- Gulf Coast Bank & Trust Company Employee Stock Ownership Plan $139M · 867
Brooks Heating and Air Conditioning Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Louisiana, the nearest ESOP by assets is Lbtc Holdings, Inc. Employee Stock Ownership Plan in HI ($4M); by covered participants it is Valley Premier Bank Employee Stock Ownership Plan & Trust in MN (23 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (23 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.