ESOP · DOL Form 5500 · 2024
Energy Air, Inc. ESOP
Data updated 2026-08-11
- $132M
- Total assets
- 365
- Participants
- 92nd
- Percentile by assets
- $362,832
- Avg per participant
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.
- 92nd percentile by assets (of 123,622 plans)
- #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.
- $132M
- total plan assets (2024 EOY)
- 365
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $362,832
- avg assets per participant
Where Energy Air, Inc. ESOP sits 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
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
- 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.
Energy Air, Inc. ESOP vs the 2024 asset distribution
By assets, Energy Air, Inc. ESOP outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $89M |
|---|---|
| Net Assets (End of Year) | $116M |
| Net Income | $45M |
| Employer EIN | 592040096 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Energy Air, Inc.)
| 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
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $14.3B · 149,213
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $1.1B · 16,036
- Summit Companies Holdings, Inc. Employee Stock Ownership Plan $754M · 354
- Thirty Fifteen Employee Stock Ownership Plan $725M · 4,730
- Western Global Airlines, Inc. Employee Stock Ownership Plan $441M · 353
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Energy Air, Inc. ESOP by total assets, not by location.
Frequently Asked Questions
How did Energy Air, Inc. ESOP assets move in 2024? ▼
How have Energy Air, Inc. plan assets changed over time? ▼
Where does Energy Air, Inc. ESOP rank by assets among Form 5500 filers? ▼
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Next read for Energy Air, Inc. ESOP
Scale reading
Ways to act on Energy Air, Inc. ESOP's numbers.
- By total assets, Energy Air, Inc. ESOP ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Florida. Compare plans
- Energy Air, Inc.'s sponsor-wide assets have grown 72.1% since 2022 across 3 plan years on file. More Construction plans