ESOP · DOL Form 5500 · 2024

Energy Engineering Associates, Inc. ESOP

Data updated 2026-08-25

$22M
Total assets Small plan by assets
124
Participants Small participant base
72nd
Percentile by assets National rank
$181,048
Avg per participant Above avg balance/head
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Official DOL plan name: Energy Engineering Associates, Inc. Employee Stock Ownership Plan · Sponsored by Energy Engineering Associates, Inc. · Texas · Professional & Technical Services

$22M in assets, 124 participants

Energy Engineering Associates, Inc.'s Energy Engineering Associates, Inc. Employee Stock Ownership Plan reported $22M in total assets and 124 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,516 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Energy Engineering Associates, Inc. Employee Stock Ownership Plan covers 124 participants in Texas, about 18% of the average Texas filer (state average ~688 per filing). Assets: $22M.

#14,516
in Professional & Technical Services (20,173 peers)
+9.5%
assets growth YoY

Energy Engineering Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets

Energy Engineering Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$22,449,988 Top 28% higher than 72% 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

Energy Engineering Associates, Inc. Employee Stock Ownership Plan 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. Energy Engineering Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Energy Engineering Associates, Inc. Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Energy Engineering Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $20M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Energy Engineering Associates, Inc. Employee Stock Ownership Plan reported participants fell from 127 in the plan year 2023 filing to 124 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 741904410 · Energy Engineering Associates, Inc. PY 2024 · ESOP

Energy Engineering Associates, Inc. Employee Stock Ownership Plan · $22M · 124 · 72nd

  • VS-ST $22M
  • BOY 124
  • SCH 72nd
  • EBSA ESOP
  • PART near The Gemroi Company Employee Stock Ownership Plan
  • TYPE ind #14516

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 Texas →

Energy Engineering Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

The Brix Group Employee Stock Ownership PlanThe Brix Group Employee Stoc…$22MWilliams Stone Co., Inc. Employee Stock Ownership PlanWilliams Stone Co., Inc. Emp…$22MIsland Pacific Distributors, Inc Employee Stock Ownership PlanIsland Pacific Distributors,…$22MEnergy Engineering Associates, Inc. Employee Stock Ownership PlanEnergy Engineering Associate…$22MThe Gemroi Company Employee Stock Ownership PlanThe Gemroi Company Employee …$22M
End-of-year total assets ($M) among Energy Engineering Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN741904410
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Energy Engineering Associates, Inc.)

Sponsor-wide plan assets over time

All Energy Engineering Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 28.57156622586486% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.8M $37M ▲ +28.6%
Year Plans Participants Total Assets
2022 2 267 $29M
2023 2 253 $33M
2024 2 237 $37M

Nearby ESOP Plans in Texas

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

Energy Engineering Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Energy Engineering Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.022449988 · Participants: 124Energy Engineering Associates, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
Energy Engineering Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Energy Engineering Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Energy Engineering Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is The Gemroi Company Employee Stock Ownership Plan in VA ($22M); by covered participants it is Cline Design Employee Stock Ownership Plan in NC (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Energy Engineering Associates, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Energy Engineering Associates, Inc. Employee Stock Ownership Plan grew at a solid clip - up 9.5% during 2024, from $20M to $22M. Reported net income was $2M.
How have Energy Engineering Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Energy Engineering Associates, Inc.'s sponsor-wide assets grew 28.6%, from $29M to $37M.
Which ESOP plans are similar in size to Energy Engineering Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Gemroi Company Employee Stock Ownership Plan in VA ($22M, 20 participants).
Which ESOP plans cover a similar participant headcount to Energy Engineering Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cline Design Employee Stock Ownership Plan in NC (124 participants, $5M 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 741904410.

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.