ESOP · DOL Form 5500 · 2024

Norman S. Wright Mechanical Equipment Corporation ESOP

Data updated 2026-08-11

$41M
Total assets
248
Participants
82nd
Percentile by assets
$166,683
Avg per participant
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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.

  • 82nd percentile by assets (of 123,622 plans)
  • #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.

$41M
total plan assets (2024 EOY)
248
covered participants
82nd
percentile by assets (of 123,622 plans)
$166,683
avg assets per participant

Where Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan sits 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 $2,010,000,000 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

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 →

State
California
Industry
Wholesale Trade

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan reports 248 participants - about 39% of that state average ($41M EOY assets).

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)

$70M$80M$90M$100M$110M$120M 202220232024 $74.5M $107M ▲ +44.0%
Total plan assets by year, all Norman S. Wright Mechanical Equipment Corporation plans on file
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 ($B) Participants Norman S. Wright Mec…, Total assets ($B): 0.041337285 · Participants: 248Norman S. Wright Mec…Parsons Employee Sto…, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Sto…Acco Employee Stock …, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock …Rosendin Electric, I…, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, I…Ecc Employee Stock O…, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock O…Agron, Inc. Employee…, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee…
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 Co… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Norman S. Wright Mechanical Equipment Co…

Filing takeaways

Ways to act on Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan's numbers.

  • By total assets, Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
  • Norman S. Wright Mechanical Equipment Corporation's sponsor-wide assets have grown 44.0% since 2022 across 3 plan years on file. More Wholesale Trade plans

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.