ESOP · DOL Form 5500 · 2024

Incom Mechanical, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
21
Participants Small participant base
25th
Percentile by assets National rank
$60,326
Avg per participant Low balance/head
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Official DOL plan name: Incom Mechanical Inc. Employee Stock Ownership Plan and Trust · Sponsored by Incom Mechanical, Inc. · California · Construction

$1M in assets, 21 participants

Incom Mechanical, Inc.'s Incom Mechanical Inc. Employee Stock Ownership Plan and Trust reported $1M in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #2,137 in Construction (9,039 peers)

Incom Mechanical, Inc. multi-year trail

Incom Mechanical, Inc.'s plans moved -27.3% in assets from 2022 to 2024; this filing shows Incom Mechanical Inc. Employee Stock Ownership Plan and Trust at $1M / 21 participants.

#2,137
in Construction (9,039 peers)
+20.8%
assets growth YoY

Incom Mechanical Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Incom 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

$1,266,846 25th percentile higher than 25% 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

Incom 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. Incom Mechanical Inc. Employee Stock Ownership Plan and Trust is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Incom Mechanical Inc. Employee Stock Ownership Plan and Trust reported net income rose from -$329K in the plan year 2023 filing to $515K in the plan year 2024 filing.
  • Incom Mechanical Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Incom Mechanical Inc. Employee Stock Ownership Plan and Trust reported participants fell from 25 in the plan year 2023 filing to 21 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 680123901 · Incom Mechanical, Inc. PY 2024 · ESOP

Incom Mechanical Inc. Employee Stock Ownership Plan and Trust · $1M · 21 · 25th

  • PART $1M
  • PART 21
  • PART 25th
  • PART ESOP
  • PART near Csi Geo Employee Stock Ownership Plan
  • PART ind #2137

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 →

Incom Mechanical Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Incom Mechanical Inc. Employee Stock Ownership Plan and TrustIncom Mechanical Inc. Employ…$1MCsi Geo Employee Stock Ownership PlanCsi Geo Employee Stock Owner…$1MSolid Employee Stock Ownership PlanSolid Employee Stock Ownersh…$1MAlaska Hand Rehabilitation, Inc. Employee Stock Ownership Plan and TrustAlaska Hand Rehabilitation, …$1MPyramid Solutions, Inc. Employee Stock Ownership PlanPyramid Solutions, Inc. Empl…$1M
End-of-year total assets ($M) among Incom Mechanical Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Incom Mechanical, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$2M 27.310831478588725% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $2.75M $2M ▼ -27.3%
Year Plans Participants Total Assets
2022 2 75 $3M
2023 2 64 $2M
2024 2 42 $2M

Incom Mechanical, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)-$679K
Net Income$515K
Employer EIN680123901
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Incom Mechanical Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Incom Mechanical Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.001266846 · Participants: 21Incom Mechanical Inc. Employee Stock Ownership Plan and TrustParsons 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
Incom Mechanical Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants
Compare Incom Mechanical Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Csi Geo Employee Stock Ownership Plan in FL ($1M); by covered participants it is Bell Stone Granite Employee Stock Ownership Plan in AZ (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Incom Mechanical Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Incom Mechanical Inc. Employee Stock Ownership Plan and Trust grew sharply - up 20.8% during 2024, from $1M to $1M. Reported net income was $515K.
How have Incom Mechanical, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Incom Mechanical, Inc.'s sponsor-wide assets declined 27.3%, from $3M to $2M.
Where does Incom Mechanical Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Incom Mechanical Inc. Employee Stock Ownership Plan and Trust ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which ESOP plans are similar in size to Incom Mechanical Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Csi Geo Employee Stock Ownership Plan in FL ($1M, 32 participants).
Which ESOP plans cover a similar participant headcount to Incom Mechanical Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Bell Stone Granite Employee Stock Ownership Plan in AZ (21 participants, $60K 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 680123901.

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.