ESOP · DOL Form 5500 · 2024

Midwestern Mechanical, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
341
Participants Below avg headcount
35th
Percentile by assets National rank
$9,667
Avg per participant Low balance/head
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Official DOL plan name: Midwestern Mechanical Employee Stock Ownership Plan · Sponsored by Midwestern Mechanical, Inc. · South Dakota · Construction

$3M in assets, 341 participants

Midwestern Mechanical, Inc.'s Midwestern Mechanical Employee Stock Ownership Plan reported $3M in total assets and 341 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #3,087 in Construction (9,039 peers)

Midwestern Mechanical, Inc. multi-year trail

Midwestern Mechanical, Inc.'s plans moved +78.7% in assets from 2022 to 2024; this filing shows Midwestern Mechanical Employee Stock Ownership Plan at $3M / 341 participants.

#3,087
in Construction (9,039 peers)
+70.8%
assets growth YoY

Midwestern Mechanical Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Midwestern Mechanical Employee Stock Ownership Plan vs every filed plan by assets

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

$3,296,486 35th percentile higher than 35% 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

Midwestern Mechanical 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. Midwestern Mechanical Employee Stock Ownership Plan sits mid-pack in the medium band (341 participants).

Published 5500 schedule card

Filing strip 421242780 · Midwestern Mechanical, Inc. PY 2024 · ESOP

Midwestern Mechanical Employee Stock Ownership Plan · $3M · 341 · 35th

  • SCH $3M
  • SCH 341
  • SCH 35th
  • SCH ESOP
  • SCH near Caring Nurses, Inc. Employee Stock Ownership Plan
  • SCH ind #3087

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 South Dakota →

Midwestern Mechanical Employee Stock Ownership Plan in the asset neighbourhood

Banktennessee Bancshares, Inc. Employee Stock Ownership PlanBanktennessee Bancshares, In…$3MMidwestern Mechanical Employee Stock Ownership PlanMidwestern Mechanical Employ…$3MCaring Nurses, Inc. Employee Stock Ownership PlanCaring Nurses, Inc. Employee…$3MTwo Rivers Financial Group Employee Stock Ownership PlanTwo Rivers Financial Group E…$3MSystems Connection of Maryland, Inc. Employee Stock Ownership PlanSystems Connection of Maryla…$3M
End-of-year total assets ($M) among Midwestern Mechanical Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Midwestern Mechanical, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$17M 78.72714345356108% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $9.31M $16.6M ▲ +78.7%
Year Plans Participants Total Assets
2022 1 258 $9M
2023 1 268 $11M
2024 2 630 $17M

Midwestern Mechanical, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN421242780
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in South Dakota

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

Midwestern Mechanical Employee Stock Ownership Plan vs. nearby ESOP plans in South Dakota, assets vs. participants Scatter plot of 6 data points. 0200400600800 -50050100150 Total assets ($M) Participants Midwestern Mechanical Employee Stock Ownership Plan, Total assets ($M): 3.296486 · Participants: 341Midwestern Mechanical Employee Stock Ownership PlanShowplace Wood Products, Inc. Employee Stock Ownership Plan, Total assets ($M): 103.967023 · Participants: 529Showplace Wood Products, Inc. Employee Stock Ownership PlanFishback Financial Corporation Employee Stock Ownership Plan, Total assets ($M): 56.010399 · Participants: 715Fishback Financial Corporation Employee Stock Ownership PlanBierschbach Equipment & Supply Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 46.027058 · Participants: 87Bierschbach Equipment & Supply Co., Inc. Employee Stock Ownership PlanRe/Spec Inc. Employee Stock Ownership Plan, Total assets ($M): 45.003648 · Participants: 497Re/Spec Inc. Employee Stock Ownership PlanThe Ramkota Companies, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 41.777263 · Participants: 108The Ramkota Companies, Inc. Employee Stock Ownership Plan and Trust
Midwestern Mechanical Employee Stock Ownership Plan vs. nearby ESOP plans in South Dakota, assets vs. participants
Compare Midwestern Mechanical Employee Stock Ownership Plan side-by-side with 3 peers →

Midwestern Mechanical Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside South Dakota, the nearest ESOP by assets is Caring Nurses, Inc. Employee Stock Ownership Plan in NV ($3M); by covered participants it is Bonitz, Inc. Employee Stock Ownership Plan in NC (341 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (341 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 Midwestern Mechanical Employee Stock Ownership Plan assets move in 2024? ▼
Midwestern Mechanical Employee Stock Ownership Plan surged - up 70.8% during 2024, from $2M to $3M. Reported net income was $1M.
How have Midwestern Mechanical, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Midwestern Mechanical, Inc.'s sponsor-wide assets grew 78.7%, from $9M to $17M.
Which ESOP plans are similar in size to Midwestern Mechanical Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Caring Nurses, Inc. Employee Stock Ownership Plan in NV ($3M, 47 participants).
Which ESOP plans cover a similar participant headcount to Midwestern Mechanical Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bonitz, Inc. Employee Stock Ownership Plan in NC (341 participants, $72M 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 421242780.

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.