ESOP · DOL Form 5500 · 2024
Project Heating & Cooling, Co. ESOP
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 78
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $19,225
- Avg per participant Low balance/head
Official DOL plan name: Project Heating & Cooling Co. Employee Stock Ownership Plan · Sponsored by Project Heating & Cooling, Co. · Kentucky · Construction
$1M in assets, 78 participants
Project Heating & Cooling, Co.'s Project Heating & Cooling Co. Employee Stock Ownership Plan reported $1M in total assets and 78 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.
- #2,269 in Construction (9,039 peers)
What the 2024 filing shows
Project Heating & Cooling Co. Employee Stock Ownership Plan holds $1M for 78 participants - about $19,225 per participant, in the lower half of filed plans by assets.
- #2,269
- in Construction (9,039 peers)
- $1M
- reported net income
Project Heating & Cooling Co. Employee Stock Ownership Plan among the smaller filed plans by assets
Project Heating & Cooling Co. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,499,559 27th percentile higher than 27% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Project Heating & Cooling Co. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Project Heating & Cooling Co. Employee Stock Ownership Plan is a small filing (78 participants) on this national headcount ladder.
DOL schedule card
Filing strip 610650665 · Project Heating & Cooling, Co. PY 2024 · ESOP
Project Heating & Cooling Co. Employee Stock Ownership Plan · $1M · 78 · 27th
- RANK $1M
- PHOTO 78
- IND 27th
- EOY ESOP
- 5500 near Roloff Construction Employee Stock Ownership Plan and Trust
- ASSETS ind #2269
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 Kentucky →
Project Heating & Cooling Co. Employee Stock Ownership Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $1M |
| Employer EIN | 610650665 |
| Plan Effective Date | 2024-05-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Kentucky
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Houchens Industries, Inc. Employee Stock Ownership Plan $2.6B · 7,785
- Gray, Inc. Employee Stock Ownership Plan $177M · 1,534
- Stock Yards Bank & Trust Company 401(k) and Employee Stock Ownership Plan $167M · 1,107
- Interstate Personnel Services, Inc. Employee Stock Ownership Plan $123M · 834
- H & R Agri-Power Employee Stock Ownership Plan $111M · 522
Project Heating & Cooling Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Kentucky, the nearest ESOP by assets is Roloff Construction Employee Stock Ownership Plan and Trust in NE ($2M); by covered participants it is Morrissey, Inc. Employee Stock Ownership Plan in MN (78 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (78 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.