ESOP · DOL Form 5500 · 2024
Air Conditioning & Heating Service Co ESOP
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $165,288
- Avg per participant Above avg balance/head
Official DOL plan name: Air Conditioning & Heating Service Company Employee Stock Ownership Plan · Sponsored by Air Conditioning & Heating Service Co · New Mexico · Construction
$1M in assets, 7 participants
Air Conditioning & Heating Service Co's Air Conditioning & Heating Service Company Employee Stock Ownership Plan reported $1M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.
- #2,064 in Construction (9,039 peers)
2024 asset change
Air Conditioning & Heating Service Company Employee Stock Ownership Plan pulled back noticeably 10.1% in 2024 ($1M → $1M) for 7 participants.
- #2,064
- in Construction (9,039 peers)
- -10.1%
- assets change YoY
The plan reported a net loss of $117K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Air Conditioning & Heating Service Company Employee Stock Ownership Plan among the smaller filed plans by assets
Air Conditioning & Heating Service Company Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,157,018 24th percentile higher than 24% 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
Air Conditioning & Heating Service Company Employee Stock Ownership Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Air Conditioning & Heating Service Company Employee Stock Ownership Plan is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Air Conditioning & Heating Service Company Employee Stock Ownership Plan reported net income fell from $152K in the plan year 2023 filing to -$117K in the plan year 2024 filing.
- Air Conditioning & Heating Service Company Employee Stock Ownership Plan reported participants fell from 10 in the plan year 2023 filing to 7 in the plan year 2024 filing.
- Air Conditioning & Heating Service Company Employee Stock Ownership Plan end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 850219210 · Air Conditioning & Heating Service Co PY 2024 · ESOP
Air Conditioning & Heating Service Company Employee Stock Ownership Plan · $1M · 7 · 24th
- NET $1M
- NET 7
- NET 24th
- NET ESOP
- NET near Neri Contractors & Excavators, Inc. Employee Stock Ownership Plan and Trust
- NET ind #2064
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 New Mexico →
Air Conditioning & Heating Service Company Employee Stock Ownership Plan in the asset neighbourhood
Air Conditioning & Heating Service Co years around the 2024 move
Sponsor-wide plan assets over time
All Air Conditioning & Heating Service Co plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 0.49904499488743326% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $1M |
| 2023 | 1 | 10 | $1M |
| 2024 | 1 | 7 | $1M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$117K |
| Employer EIN | 850219210 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in New Mexico
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Employee Stock Ownership Plan of Applied Research Associates, Inc. $611M · 2,198
- Ppic Employee Stock Ownership Plan $49M · 111
- Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan $28M · 18
- Citizens Bank Employee Stock Ownership and Retirement Savings Plan $24M · 90
- Jack B. Henderson Construction Company, Inc. Employee Stock Ownership Plan $22M · 118
Air Conditioning & Heating Service Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside New Mexico, the nearest ESOP by assets is Neri Contractors & Excavators, Inc. Employee Stock Ownership Plan and Trust in IL ($1M); by covered participants it is P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan in VA (7 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 (7 participants); asset peers above are excluded.
- P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan (VA) 7 · 0 off
- Haviland Bancshares, Inc. Employee Stock Ownership Plan and Trust (KS) 7 · 0 off
- Versailles Savings and Loan Company Employee Stock Ownership Plan (OH) 7 · 0 off
- Scientific Engineering Inc Employees Stock Ownership Plan (KS) 7 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.