ESOP · DOL Form 5500 · 2024

California Sheet Metal Works, Inc. ESOP

Data updated 2026-08-25

$40M
Total assets Below avg plan size
98
Participants Small participant base
81st
Percentile by assets National rank
$404,120
Avg per participant High balance/head
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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.

  • #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.

#7,212
in Construction (9,039 peers)
+39.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

California Sheet Metal Works, Inc. Employee Stock Ownership Plan's outsized position by total assets

California Sheet Metal Works, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$39,603,794 Top 19% higher than 81% 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

California Sheet Metal Works, 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. California Sheet Metal Works, Inc. Employee Stock Ownership Plan is a small filing (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

DOL schedule card

Filing strip 952043027 · California Sheet Metal Works, Inc. PY 2024 · ESOP

California Sheet Metal Works, Inc. Employee Stock Ownership Plan · $40M · 98 · 81st

  • ASSETS $40M
  • PCT 98
  • EIN 81st
  • RANK ESOP
  • PHOTO near Pems Employee Stock Ownership Plan
  • IND ind #7212

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 →

California Sheet Metal Works, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Tompkins Financial Corporation Employee Stock Ownership PlanTompkins Financial Corporati…$40MPems Employee Stock Ownership PlanPems Employee Stock Ownershi…$40MCalifornia Sheet Metal Works, Inc. Employee Stock Ownership PlanCalifornia Sheet Metal Works…$40MCtl Engineering, Inc. Employee Stock Ownership PlanCtl Engineering, Inc. Employ…$39MMiller Electric Company Employee Stock Ownership Plan and TrustMiller Electric Company Empl…$39M
End-of-year total assets ($M) among California Sheet Metal Works, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$38M
Net Income$11M
Employer EIN952043027
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All California Sheet Metal Works, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 82.3580010449586% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $21.7M $39.6M ▲ +82.3%
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 Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants California Sheet Metal Works, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.039603794 · Participants: 98California Sheet Metal Works, 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
California Sheet Metal Works, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare California Sheet Metal Works, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

California Sheet Metal Works, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Pems Employee Stock Ownership Plan in MI ($40M); by covered participants it is Mainstay Technologies, Inc. Employee Stock Ownership Plan in NH (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 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 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).
Which ESOP plans cover a similar participant headcount to California Sheet Metal Works, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mainstay Technologies, Inc. Employee Stock Ownership Plan in NH (98 participants, $250K 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 952043027.

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.