ESOP · DOL Form 5500 · 2024

Control Air Holdings Inc. ESOP

Data updated 2026-08-25

$47M
Total assets Below avg plan size
255
Participants Below avg headcount
83rd
Percentile by assets National rank
$185,105
Avg per participant Above avg balance/head
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Official DOL plan name: Control Air Employee Stock Ownership Plan · Sponsored by Control Air Holdings Inc. · California · Construction

$47M in assets, 255 participants

Control Air Holdings Inc.'s Control Air Employee Stock Ownership Plan reported $47M in total assets and 255 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #7,390 in Construction (9,039 peers)

Coverage in California

Control Air Employee Stock Ownership Plan covers 255 participants in California, about 40% of the average California filer (state average ~630 per filing). Assets: $47M.

#7,390
in Construction (9,039 peers)
+2.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Control Air Employee Stock Ownership Plan's outsized position by total assets

Control Air Employee Stock Ownership Plan vs every filed plan by assets

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

$47,201,901 Top 17% higher than 83% 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

Control Air 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. Control Air Employee Stock Ownership Plan sits mid-pack in the medium band (255 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Control Air Employee Stock Ownership Plan reported net income fell from $18M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Control Air Employee Stock Ownership Plan reported participants rose from 246 in the plan year 2023 filing to 255 in the plan year 2024 filing.
  • Control Air Employee Stock Ownership Plan end-of-year assets rose from $46M in the plan year 2023 filing to $47M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 833869630 · Control Air Holdings Inc. PY 2024 · ESOP

Control Air Employee Stock Ownership Plan · $47M · 255 · 83rd

  • 5500 $47M
  • ASSETS 255
  • PCT 83rd
  • EIN ESOP
  • RANK near Merchants Financial Group, Inc. Employee Stock Ownership Plan
  • PHOTO ind #7390

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 California →

Control Air Employee Stock Ownership Plan in the asset neighbourhood

Control Air Employee Stock Ownership PlanControl Air Employee Stock O…$47MMerchants Financial Group, Inc. Employee Stock Ownership PlanMerchants Financial Group, I…$47MBank Forward Employee Stock Ownership PlanBank Forward Employee Stock …$47MNeighbors & Associates, Inc. Employee Stock Ownership PlanNeighbors & Associates, Inc.…$47MS. Rothschild & Co., Inc. Employee Stock Ownership PlanS. Rothschild & Co., Inc. Em…$47M
End-of-year total assets ($M) among Control Air Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)-$40M
Net Income$3M
Employer EIN833869630
Plan Effective Date2018-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Control Air Holdings Inc.)

Sponsor-wide plan assets over time

All Control Air Holdings Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 59.454046603365285% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $29.6M $47.2M ▲ +59.5%
Year Plans Participants Total Assets
2022 1 257 $30M
2023 1 246 $46M
2024 1 255 $47M

Nearby ESOP Plans in California

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

Control Air Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Control Air Employee Stock Ownership Plan, Total assets ($B): 0.047201901 · Participants: 255Control Air Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Control Air Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Control Air Employee Stock Ownership Plan side-by-side with 3 peers →

Control Air Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Merchants Financial Group, Inc. Employee Stock Ownership Plan in MN ($47M); by covered participants it is Sb Financial Group Employee Stock Ownership Plan in OH (255 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (255 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 Control Air Employee Stock Ownership Plan assets move in 2024? ▼
Control Air Employee Stock Ownership Plan edged up modestly - up 2.2% during 2024, from $46M to $47M. Reported net income was $3M.
How have Control Air Holdings Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Control Air Holdings Inc.'s sponsor-wide assets grew 59.5%, from $30M to $47M.
Where does Control Air Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Control Air Employee Stock Ownership Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Control Air Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Merchants Financial Group, Inc. Employee Stock Ownership Plan in MN ($47M, 404 participants).
Which ESOP plans cover a similar participant headcount to Control Air Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sb Financial Group Employee Stock Ownership Plan in OH (255 participants, $6M 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 833869630.

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.