ESOP · DOL Form 5500 · 2024

J & D Mechanical, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
51
Participants Small participant base
41st
Percentile by assets National rank
$94,673
Avg per participant Below avg balance/head
PlainRetire home → About this data

Official DOL plan name: J & D Mechanical, Inc. Employee Stock Ownership Plan and Trust · Sponsored by J & D Mechanical, Inc. · Florida · Other Services

$5M in assets, 51 participants

J & D Mechanical, Inc.'s J & D Mechanical, Inc. Employee Stock Ownership Plan and Trust reported $5M in total assets and 51 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #4,921 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, J & D Mechanical, Inc. Employee Stock Ownership Plan and Trust ranks #4,921 of 7,719 2024 filers by assets (416% of the sector average)-$5M for 51 participants.

#4,921
in Other Services (7,719 peers)
+22.3%
assets growth YoY

J & D Mechanical, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Other Services and all filers

J & D Mechanical, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$4,828,328 41st percentile higher than 41% 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

J & D Mechanical, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J & D Mechanical, Inc. Employee Stock Ownership Plan and Trust is a small filing (51 participants) on this national headcount ladder.

DOL schedule card

Filing strip 475183949 · J & D Mechanical, Inc. PY 2024 · ESOP

J & D Mechanical, Inc. Employee Stock Ownership Plan and Trust · $5M · 51 · 41st

  • VS-ST $5M
  • VS-ST 51
  • VS-ST 41st
  • VS-ST ESOP
  • VS-ST near Alexander Clark, Inc. Employee Stock Ownership Plan and Trust
  • VS-ST ind #4921

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 Florida →

J & D Mechanical, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

J & D Mechanical, Inc. Employee Stock Ownership Plan and TrustJ & D Mechanical, Inc. Emplo…$5MAlexander Clark, Inc. Employee Stock Ownership Plan and TrustAlexander Clark, Inc. Employ…$5MRocky Mountain Steel, Inc. Employee Stock Ownership PlanRocky Mountain Steel, Inc. E…$5MHeavy Construction Systems Specialists,Inc. Employee Stock Ownership PlanHeavy Construction Systems S…$5MEpipheo Incorporated Employee Stock Ownership PlanEpipheo Incorporated Employe…$5M
End-of-year total assets ($M) among J & D Mechanical, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)-$12M
Net Income$1M
Employer EIN475183949
Plan Effective Date2024-07-17
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

J & D Mechanical, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants J & D Mechanical, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.004828328 · Participants: 51J & D Mechanical, Inc. Employee Stock Ownership Plan and TrustPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 14.286420169 · Participants: 149213Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 1.130328955 · Participants: 16036Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.75388536 · Participants: 354Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.724566492 · Participants: 4730Thirty Fifteen Employee Stock Ownership PlanWestern Global Airlines, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.441212218 · Participants: 353Western Global Airlines, Inc. Employee Stock Ownership Plan
J & D Mechanical, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Florida, assets vs. participants
Compare J & D Mechanical, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Florida, the nearest ESOP by assets is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID ($5M); by covered participants it is Campbell Company Employee Stock Ownership Plan & Trust in ID (51 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51 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 J & D Mechanical, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
J & D Mechanical, Inc. Employee Stock Ownership Plan and Trust grew sharply - up 22.3% during 2024, from $4M to $5M. Reported net income was $1M.
Which ESOP plans are similar in size to J & D Mechanical, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID ($5M, 37 participants).
Which ESOP plans cover a similar participant headcount to J & D Mechanical, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Campbell Company Employee Stock Ownership Plan & Trust in ID (51 participants, $10M 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 475183949.

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.