ESOP · DOL Form 5500 · 2024
Oldson's Plumbing, Heating & Air Conditioning Inc. ESOP
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $287,263
- Avg per participant High balance/head
Official DOL plan name: Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock · Sponsored by Oldson's Plumbing, Heating & Air Conditioning Inc. · Iowa · Construction
$3M in assets, 9 participants
Oldson's Plumbing, Heating & Air Conditioning Inc.'s Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock reported $3M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.
- #2,789 in Construction (9,039 peers)
Oldson's Plumbing, Heating & Air Conditioning Inc. multi-year trail
Oldson's Plumbing, Heating & Air Conditioning Inc.'s plans moved +39.3% in assets from 2022 to 2024; this filing shows Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock at $3M / 9 participants.
- #2,789
- in Construction (9,039 peers)
- +21.2%
- assets growth YoY
Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock among the smaller filed plans by assets
Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,585,363 32nd percentile higher than 32% 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
Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock reported net income rose from $278K in the plan year 2023 filing to $451K in the plan year 2024 filing.
- Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock reported participants rose from 8 in the plan year 2023 filing to 9 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 421020699 · Oldson's Plumbing, Heating & Air Conditioning Inc. PY 2024 · ESOP
Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock · $3M · 9 · 32nd
- SCH $3M
- SCH 9
- SCH 32nd
- SCH ESOP
- SCH near Eagle Group Systems, Inc. Employee Stock Ownership Plan
- SCH ind #2789
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 Iowa →
Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock in the asset neighbourhood
Oldson's Plumbing, Heating & Air Conditioning Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Oldson's Plumbing, Heating & Air Conditioning Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 39.27408793667878% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $2M |
| 2023 | 1 | 8 | $2M |
| 2024 | 1 | 9 | $3M |
Oldson's Plumbing, Heating & Air Conditioning Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $451K |
| Employer EIN | 421020699 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Iowa
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Employee Owned Brands, Inc. Employee Stock Ownership Plan $877M · 819
- Van Meter Industrial, Inc. Employee Stock Ownership Plan $659M · 849
- Ita Group Holdings, Inc. Employees' Stock Ownership Plan $498M · 907
- Precision, Inc. Employee Stock Ownership Plan and Trust $473M · 658
- Vgm Group, Inc. Employee Stock Ownership Plan $426M · 1,169
Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock's out-of-state ESOP peers by assets and headcount
Outside Iowa, the nearest ESOP by assets is Eagle Group Systems, Inc. Employee Stock Ownership Plan in WA ($3M); by covered participants it is Commercial Bank of Mott Employee Stock Ownership Plan in ND (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (9 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.