ESOP · DOL Form 5500 · 2024

Energy Air, Inc. ESOP

Data updated 2026-08-25

$132M
Total assets Near avg plan size
365
Participants Below avg headcount
92nd
Percentile by assets National rank
$362,832
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Energy Air, Inc. ESOP · Sponsored by Energy Air, Inc. · Florida · Construction

$132M in assets, 365 participants

Energy Air, Inc.'s Energy Air, Inc. ESOP reported $132M in total assets and 365 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,213 in Construction (9,039 peers)

Where Energy Air, Inc. ESOP sits by assets

Energy Air, Inc. ESOP sits in the top 10% of all filed plans by assets, $132M for 365 participants (~$362,832/participant), up 49.6% in 2024.

#8,213
in Construction (9,039 peers)
+49.6%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Energy Air, Inc. ESOP's outsized position by total assets

Energy Air, Inc. ESOP vs every filed plan by assets

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

$132,433,658 Top 8% higher than 92% 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

Energy Air, Inc. ESOP 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. Energy Air, Inc. ESOP sits mid-pack in the medium band (365 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Energy Air, Inc. ESOP reported net income rose from $13M in the plan year 2023 filing to $45M in the plan year 2024 filing.
  • Energy Air, Inc. ESOP end-of-year assets rose from $89M in the plan year 2023 filing to $132M in the plan year 2024 filing.
  • Energy Air, Inc. ESOP reported participants rose from 337 in the plan year 2023 filing to 365 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 592040096 · Energy Air, Inc. PY 2024 · ESOP

Energy Air, Inc. ESOP · $132M · 365 · 92nd

  • ASSETS $132M
  • ASSETS 365
  • ASSETS 92nd
  • ASSETS ESOP
  • ASSETS near Rincon Research Corporation Money Purchase Pension Plan
  • ASSETS ind #8213

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 Florida →

Energy Air, Inc. ESOP in the asset neighbourhood

Short-Elliott-Hendrickson, Inc. Employee Stock Ownership PlanShort-Elliott-Hendrickson, I…$133MSc Holdings, Inc. Employee Stock Ownership PlanSc Holdings, Inc. Employee S…$133MRobert E. Mason & Associates, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates…$133MRincon Research Corporation Money Purchase Pension PlanRincon Research Corporation …$132MEnergy Air, Inc. ESOP$132M
End-of-year total assets ($M) among Energy Air, Inc. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$89M
Net Assets (End of Year)$116M
Net Income$45M
Employer EIN592040096
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Energy Air, Inc.)

Sponsor-wide plan assets over time

All Energy Air, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$140M 72.06124503958587% vs 2022
2024 filing year
$60M$80M$100M$120M$140M$160M 202220232024 $81.1M $140M ▲ +72.1%
Year Plans Participants Total Assets
2022 2 687 $81M
2023 2 675 $94M
2024 2 726 $140M

Nearby ESOP Plans in Florida

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

Energy Air, Inc. ESOP vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -5051015 Total assets ($B) Participants Energy Air, Inc. ESOP, Total assets ($B): 0.132433658 · Participants: 365Energy Air, Inc. ESOPPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 14.286420169 · Participants: 149213Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 1.130328955 · Participants: 16036Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.75388536 · Participants: 354Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.724566492 · Participants: 4730Thirty Fifteen Employee Stock Ownership PlanWestern Global Airlines, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.441212218 · Participants: 353Western Global Airlines, Inc. Employee Stock Ownership Plan
Energy Air, Inc. ESOP vs. nearby ESOP plans in Florida, assets vs. participants
Compare Energy Air, Inc. ESOP side-by-side with 3 peers →

Energy Air, Inc. ESOP's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Rincon Research Corporation Money Purchase Pension Plan in AZ ($132M); by covered participants it is Kirby Foods, Inc. Employee Stock Ownership Plan in IL (366 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (365 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 Energy Air, Inc. ESOP assets move in 2024? ▼
Energy Air, Inc. ESOP surged - up 49.6% during 2024, from $89M to $132M. Reported net income was $45M.
How have Energy Air, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Energy Air, Inc.'s sponsor-wide assets grew 72.1%, from $81M to $140M.
Where does Energy Air, Inc. ESOP rank by assets among Form 5500 filers? ▼
Energy Air, Inc. ESOP ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Energy Air, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by assets is Rincon Research Corporation Money Purchase Pension Plan in AZ ($132M, 367 participants).
Which ESOP plans cover a similar participant headcount to Energy Air, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Kirby Foods, Inc. Employee Stock Ownership Plan in IL (366 participants, $45M 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 592040096.

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.