ESOP · DOL Form 5500 · 2024

Norman S. Wright Mechanical Equipment Corporation ESOP

Data updated 2026-08-25

$41M
Total assets Below avg plan size
248
Participants Below avg headcount
82nd
Percentile by assets National rank
$166,683
Avg per participant Above avg balance/head
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Official DOL plan name: Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan · Sponsored by Norman S. Wright Mechanical Equipment Corporation · California · Wholesale Trade

$41M in assets, 248 participants

Norman S. Wright Mechanical Equipment Corporation's Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan reported $41M in total assets and 248 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #4,991 in Wholesale Trade (6,080 peers)

Coverage in California

Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan covers 248 participants in California, about 39% of the average California filer (state average ~630 per filing). Assets: $41M.

#4,991
in Wholesale Trade (6,080 peers)
+25.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan's outsized position by total assets

Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan vs every filed plan by assets

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

$41,337,285 Top 18% higher than 82% 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

Norman S. Wright Mechanical Equipment Corp 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. Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan sits mid-pack in the medium band (248 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan end-of-year assets rose from $33M in the plan year 2023 filing to $41M in the plan year 2024 filing.
  • Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan reported net income fell from $10M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan reported participants fell from 252 in the plan year 2023 filing to 248 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 942872220 · Norman S. Wright Mechanical Equipment Corporation PY 2024 · ESOP

Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan · $41M · 248 · 82nd

  • RANK $41M
  • PHOTO 248
  • IND 82nd
  • EOY ESOP
  • 5500 near Mounds East, Inc. Employee Stock Ownership Plan
  • ASSETS ind #4991

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 →

Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan in the asset neighbourhood

Qps Employee Stock Ownership PlanQps Employee Stock Ownership…$41MMounds East, Inc. Employee Stock Ownership PlanMounds East, Inc. Employee S…$41MNorman S. Wright Mechanical Equipment Corp Employee Stock Ownership PlanNorman S. Wright Mechanical …$41MButters Holding Company Employee Stock Ownership PlanButters Holding Company Empl…$41MCiranda, Inc. Employee Stock Ownership Plan and TrustCiranda, Inc. Employee Stock…$41M
End-of-year total assets ($M) among Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$41M
Net Income$8M
Employer EIN942872220
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Norman S. Wright Mechanical Equipment Corporation)

Sponsor-wide plan assets over time

All Norman S. Wright Mechanical Equipment Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$107M 44.03096599538296% vs 2022
2024 filing year
$70M$80M$90M$100M$110M$120M 202220232024 $74.5M $107M ▲ +44.0%
Year Plans Participants Total Assets
2022 2 421 $74M
2023 2 430 $93M
2024 2 435 $107M

Nearby ESOP Plans in California

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

Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan, Total assets ($B): 0.041337285 · Participants: 248Norman S. Wright Mechanical Equipment Corp 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
Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan side-by-side with 3 peers →

Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Mounds East, Inc. Employee Stock Ownership Plan in WI ($41M); by covered participants it is Denbow Company ESOP in TX (247 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (248 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 Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan assets move in 2024? ▼
Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan grew sharply - up 25.2% during 2024, from $33M to $41M. Reported net income was $8M.
How have Norman S. Wright Mechanical Equipment Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Norman S. Wright Mechanical Equipment Corporation's sponsor-wide assets grew 44.0%, from $74M to $107M.
Where does Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan ranks in the 82nd 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 Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mounds East, Inc. Employee Stock Ownership Plan in WI ($41M, 33 participants).
Which ESOP plans cover a similar participant headcount to Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Denbow Company ESOP in TX (247 participants, $106M 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 942872220.

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.