ESOP · DOL Form 5500 · 2024

California Sheet Metal Works, Inc. ESOP

Data updated 2026-08-11

$40M
Total assets: 98
Participants: 81st
Percentile by assets: $404,120
Avg per participant

Official DOL plan name: California Sheet Metal Works, Inc. Employee Stock Ownership Plan · Sponsored by California Sheet Metal Works, Inc. · California · Construction

$40M in assets, 98 participants

California Sheet Metal Works, Inc.'s California Sheet Metal Works, Inc. Employee Stock Ownership Plan reported $40M in total assets and 98 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

81st percentile by assets (of 123,622 plans)
#7,212 in Construction (9,039 peers)

Where California Sheet Metal Works, Inc. Employee Stock Ownership Plan sits by assets

California Sheet Metal Works, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $40M for 98 participants (~$404,120/participant), up 39.4% in 2024.

$40M
total plan assets (2024 EOY): 98
covered participants: 81st
percentile by assets (of 123,622 plans): $404,120
avg assets per participant

California Sheet Metal Works, Inc. Employee Stock Ownership Plan reported net income rose from $7M in the plan year 2023 filing to $11M in the plan year 2024 filing.
California Sheet Metal Works, Inc. Employee Stock Ownership Plan end-of-year assets rose from $28M in the plan year 2023 filing to $40M in the plan year 2024 filing.
California Sheet Metal Works, Inc. Employee Stock Ownership Plan reported participants rose from 80 in the plan year 2023 filing to 98 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

California

Industry

Construction

California Sheet Metal Works, Inc. Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, California Sheet Metal Works, Inc. Employee Stock Ownership Plan outranks 81% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$28M
Net Assets (End of Year)	$38M
Net Income	$11M
Employer EIN	952043027
Plan Effective Date	2013-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (California Sheet Metal Works, Inc.)

Total plan assets by year, all California Sheet Metal Works, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	106	$22M
2023	1	80	$28M
2024	1	98	$40M

Nearby ESOP Plans in California

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

California Sheet Metal Works, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Parsons Employee Stock Ownership Plan $5.0B · 8,040
Acco Employee Stock Ownership Plan $1.7B · 1,499
Rosendin Electric, Inc. Employee Stock Ownership Plan $1.5B · 1,998
Ecc Employee Stock Ownership Plan $632M · 317
Agron, Inc. Employee Stock Ownership Plan $596M · 68

Compare California Sheet Metal Works, Inc. Emplo… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to California Sheet Metal Works, Inc. Employee Stock Ownership Plan by total assets, not by location.

Pems Employee Stock Ownership Plan (MI) $40M · 123
Tompkins Financial Corporation Employee Stock Ownership Plan (NY) $40M · 872
Ctl Engineering, Inc. Employee Stock Ownership Plan (OH) $39M · 182
Miller Electric Company Employee Stock Ownership Plan and Trust (FL) $39M · 525

Frequently Asked Questions

How did California Sheet Metal Works, Inc. Employee Stock Ownership Plan assets move in 2024? ▼

California Sheet Metal Works, Inc. Employee Stock Ownership Plan surged - up 39.4% during 2024, from $28M to $40M. Reported net income was $11M.

How have California Sheet Metal Works, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), California Sheet Metal Works, Inc.'s sponsor-wide assets grew 82.4%, from $22M to $40M.

Where does California Sheet Metal Works, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

California Sheet Metal Works, Inc. Employee Stock Ownership Plan ranks in the 81st 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 California Sheet Metal Works, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Pems Employee Stock Ownership Plan in MI ($40M, 123 participants).

Next read for California Sheet Metal Works, Inc. Emplo…

Scale reading

Ways to act on California Sheet Metal Works, Inc. Employee Stock Ownership Plan's numbers.

By total assets, California Sheet Metal Works, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
California Sheet Metal Works, Inc.'s sponsor-wide assets have grown 82.4% since 2022 across 3 plan years on file. More Construction plans

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 952043027.