ESOP · DOL Form 5500 · 2024

Ams Mechanical Holdings, Inc. ESOP

Data updated 2026-08-25

$80M
Total assets Below avg plan size
161
Participants Small participant base
89th
Percentile by assets National rank
$496,064
Avg per participant High balance/head
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Official DOL plan name: Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Ams Mechanical Holdings, Inc. · Illinois · Construction

$80M in assets, 161 participants

Ams Mechanical Holdings, Inc.'s Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan reported $80M in total assets and 161 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,850 in Construction (9,039 peers)

Coverage in Illinois

Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan covers 161 participants in Illinois, about 21% of the average Illinois filer (state average ~779 per filing). Assets: $80M.

#7,850
in Construction (9,039 peers)
+118.5%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets

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

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

$79,866,377 Top 11% higher than 89% 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

Ams Mechanical Holdings, 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. Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (161 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan reported net income rose from $16M in the plan year 2023 filing to $44M in the plan year 2024 filing.
  • Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $37M in the plan year 2023 filing to $80M in the plan year 2024 filing.
  • Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 148 in the plan year 2023 filing to 161 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 814368506 · Ams Mechanical Holdings, Inc. PY 2024 · ESOP

Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan · $80M · 161 · 89th

  • NET $80M
  • NET 161
  • NET 89th
  • NET ESOP
  • NET near Venture Construction Company Employee Stock Ownership Plan
  • NET ind #7850

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 Illinois →

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

Afco Industries, Inc. Employee Stock Ownership PlanAfco Industries, Inc. Employ…$80MM.a. Ford Mfg. Co., Inc. Employee Stock Ownership PlanM.a. Ford Mfg. Co., Inc. Emp…$80MAms Mechanical Holdings, Inc. Employee Stock Ownership PlanAms Mechanical Holdings, Inc…$80MVenture Construction Company Employee Stock Ownership PlanVenture Construction Company…$80MBnbuilders, Inc. Employee Stock Ownership PlanBnbuilders, Inc. Employee St…$80M
End-of-year total assets ($M) among Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$79M
Net Income$44M
Employer EIN814368506
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ams Mechanical Holdings, Inc.)

Sponsor-wide plan assets over time

All Ams Mechanical Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$109M 160.02845412689487% vs 2022
2024 filing year
$0M$50M$100M$150M 202220232024 $42.1M $109M ▲ +160.0%
Year Plans Participants Total Assets
2022 2 277 $42M
2023 2 300 $62M
2024 2 327 $109M

Nearby ESOP Plans in Illinois

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

Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50000500010000 -101234 Total assets ($B) Participants Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.079866377 · Participants: 161Ams Mechanical Holdings, Inc. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.699095694 · Participants: 4909Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.165348047 · Participants: 4815Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.429776889 · Participants: 491Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 1.0622005 · Participants: 9258Bdo USA Employee Stock Ownership PlanShorr Paper Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.430213996 · Participants: 543Shorr Paper Products, Inc. Employee Stock Ownership Plan
Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest ESOP by assets is Venture Construction Company Employee Stock Ownership Plan in GA ($80M); by covered participants it is Pacific Utility Installation, Inc. Employee Stock Ownership Plan in CA (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 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 Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan surged - up 118.5% during 2024, from $37M to $80M. Reported net income was $44M.
How have Ams Mechanical Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ams Mechanical Holdings, Inc.'s sponsor-wide assets grew 160.0%, from $42M to $109M.
Where does Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan ranks in the 89th 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 Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Venture Construction Company Employee Stock Ownership Plan in GA ($80M, 232 participants).
Which ESOP plans cover a similar participant headcount to Ams Mechanical Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pacific Utility Installation, Inc. Employee Stock Ownership Plan in CA (161 participants, $18M 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 814368506.

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.