ESOP · DOL Form 5500 · 2024

American Mechanical , Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
21
Participants Small participant base
40th
Percentile by assets National rank
$209,292
Avg per participant Above avg balance/head
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Official DOL plan name: American Mechanical, Inc. Employee Stock Ownership Plan · Sponsored by American Mechanical , Inc. · California · Construction

$4M in assets, 21 participants

American Mechanical , Inc.'s American Mechanical, Inc. Employee Stock Ownership Plan reported $4M in total assets and 21 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.

  • #3,476 in Construction (9,039 peers)

2024 asset change

American Mechanical, Inc. Employee Stock Ownership Plan grew sharply 27.4% in 2024 ($3M → $4M) for 21 participants.

#3,476
in Construction (9,039 peers)
+27.4%
assets growth YoY

American Mechanical, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

American Mechanical, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,395,124 40th percentile higher than 40% 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

American Mechanical, Inc. 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. American Mechanical, Inc. Employee Stock Ownership Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • American Mechanical, Inc. Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2023 filing to $944K in the plan year 2024 filing.
  • American Mechanical, Inc. Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • American Mechanical, Inc. Employee Stock Ownership Plan reported participants fell from 22 in the plan year 2023 filing to 21 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 510593579 · American Mechanical , Inc. PY 2024 · ESOP

American Mechanical, Inc. Employee Stock Ownership Plan · $4M · 21 · 40th

  • TYPE $4M
  • NET 21
  • BOOK 40th
  • VS-ST ESOP
  • BOY near Fk Holdings, Inc. Employee Stock Ownership Plan
  • SCH ind #3476

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 →

American Mechanical, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Fnb Hartford Bancorp, Inc. Employee Stock Ownership Plan and TrustFnb Hartford Bancorp, Inc. E…$4MAmerican Mechanical, Inc. Employee Stock Ownership PlanAmerican Mechanical, Inc. Em…$4MFk Holdings, Inc. Employee Stock Ownership PlanFk Holdings, Inc. Employee S…$4MTbb Holdings, Inc. Employee Stock Ownership PlanTbb Holdings, Inc. Employee …$4MConie Construction Company Employee Stock Ownership PlanConie Construction Company E…$4M
End-of-year total assets ($M) among American Mechanical, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

American Mechanical , Inc. years around the 2024 move

Sponsor-wide plan assets over time

All American Mechanical , Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 8.964006481497016% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $4.83M $4.4M ▼ -8.9%
Year Plans Participants Total Assets
2022 1 25 $5M
2023 1 22 $3M
2024 1 21 $4M

2024 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)-$1M
Net Income$944K
Employer EIN510593579
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

American Mechanical, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants American Mechanical, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.004395124 · Participants: 21American Mechanical, Inc. 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
American Mechanical, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare American Mechanical, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

American Mechanical, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Fk Holdings, Inc. Employee Stock Ownership Plan in OH ($4M); by covered participants it is Bell Stone Granite Employee Stock Ownership Plan in AZ (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 American Mechanical, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
American Mechanical, Inc. Employee Stock Ownership Plan grew sharply - up 27.4% during 2024, from $3M to $4M. Reported net income was $944K.
How have American Mechanical , Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Mechanical , Inc.'s sponsor-wide assets declined 9.0%, from $5M to $4M.
Which ESOP plans are similar in size to American Mechanical, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Fk Holdings, Inc. Employee Stock Ownership Plan in OH ($4M, 38 participants).
Which ESOP plans cover a similar participant headcount to American Mechanical, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bell Stone Granite Employee Stock Ownership Plan in AZ (21 participants, $60K 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 510593579.

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.