ESOP · DOL Form 5500 · 2024

Modern Plumbing Industries ESOP and Trust ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
113
Participants Small participant base
34th
Percentile by assets National rank
$25,664
Avg per participant Low balance/head
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Official DOL plan name: Modern Plumbing Industries ESOP and Trust · Sponsored by Modern Plumbing Industries ESOP and Trust · Florida · Wholesale Trade

$3M in assets, 113 participants

Modern Plumbing Industries ESOP and Trust's Modern Plumbing Industries ESOP and Trust reported $3M in total assets and 113 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #1,376 in Wholesale Trade (6,080 peers)

Coverage in Florida

Modern Plumbing Industries ESOP and Trust covers 113 participants in Florida, about 18% of the average Florida filer (state average ~628 per filing). Assets: $3M.

#1,376
in Wholesale Trade (6,080 peers)
+65.2%
assets growth YoY

Modern Plumbing Industries ESOP and Trust's mid-pack asset rank among Wholesale Trade and all filers

Modern Plumbing Industries ESOP and Trust vs every filed plan by assets

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

$2,900,000 34th percentile higher than 34% 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

Modern Plumbing Industries ESOP and Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Modern Plumbing Industries ESOP and Trust sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Modern Plumbing Industries ESOP and Trust reported net income rose from $733K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Modern Plumbing Industries ESOP and Trust end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Modern Plumbing Industries ESOP and Trust reported participants fell from 134 in the plan year 2023 filing to 113 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 932270458 · Modern Plumbing Industries ESOP and Trust PY 2024 · ESOP

Modern Plumbing Industries ESOP and Trust · $3M · 113 · 34th

  • TYPE $3M
  • TYPE 113
  • TYPE 34th
  • TYPE ESOP
  • TYPE near Stottler Henke Associates Employee Stock Ownership Plan
  • TYPE ind #1376

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 Florida →

Modern Plumbing Industries ESOP and Trust in the asset neighbourhood

Modern Plumbing Industries ESOP and TrustModern Plumbing Industries E…$3MStottler Henke Associates Employee Stock Ownership PlanStottler Henke Associates Em…$3MKcd, Inc. Employee Stock Ownership PlanKcd, Inc. Employee Stock Own…$3MCoach House, Inc. Employee Stock Ownership PlanCoach House, Inc. Employee S…$3MGan Corporation Employee Stock Ownership PlanGan Corporation Employee Sto…$3M
End-of-year total assets ($M) among Modern Plumbing Industries ESOP and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$1M
Employer EIN932270458
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Modern Plumbing Industries ESOP and Trust)

Sponsor-wide plan assets over time

All Modern Plumbing Industries ESOP and Trust plans reported in each filing year

Latest sponsor-wide plan assets
$3M 65.78344109257004% vs 2023
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 20232024 $1.75M $2.9M ▲ +65.7%
Year Plans Participants Total Assets
2023 1 134 $2M
2024 1 113 $3M

Nearby ESOP Plans in Florida

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

Modern Plumbing Industries ESOP and Trust vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants Modern Plumbing Industries ESOP and Trust, Total assets ($B): 0.0029 · Participants: 113Modern Plumbing Industries ESOP and TrustPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 14.286420169 · Participants: 149213Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 1.130328955 · Participants: 16036Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.75388536 · Participants: 354Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.724566492 · Participants: 4730Thirty Fifteen Employee Stock Ownership PlanWestern Global Airlines, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.441212218 · Participants: 353Western Global Airlines, Inc. Employee Stock Ownership Plan
Modern Plumbing Industries ESOP and Trust vs. nearby ESOP plans in Florida, assets vs. participants

Modern Plumbing Industries ESOP and Trust's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Stottler Henke Associates Employee Stock Ownership Plan in CA ($3M); by covered participants it is Ldj Manufacturing, Inc. Employee Stock Ownership Plan in IA (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Modern Plumbing Industries ESOP and Trust assets move in 2024?
Modern Plumbing Industries ESOP and Trust surged - up 65.2% during 2024, from $2M to $3M. Reported net income was $1M.
How have Modern Plumbing Industries ESOP and Trust plan assets changed over time?
Across 2 plan years on file (2023-2024), Modern Plumbing Industries ESOP and Trust's sponsor-wide assets grew 65.8%, from $2M to $3M.
Which ESOP plans are similar in size to Modern Plumbing Industries ESOP and Trust?
Among ESOP plans in other states, the closest by assets is Stottler Henke Associates Employee Stock Ownership Plan in CA ($3M, 42 participants).
Which ESOP plans cover a similar participant headcount to Modern Plumbing Industries ESOP and Trust?
Among ESOP plans in other states, the closest by covered participants is Ldj Manufacturing, Inc. Employee Stock Ownership Plan in IA (113 participants, $18M in assets).