ESOP · DOL Form 5500 · 2023

Master Sheet Metal, Inc. ESOP

Data updated 2026-08-25

$420K
Total assets Small plan by assets
3
Participants Small participant base
16th
Percentile by assets National rank
$139,929
Avg per participant Near avg balance/head
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Official DOL plan name: Master Sheet Metal, Inc. Employee Stock Ownership Plan · Sponsored by Master Sheet Metal, Inc. · Hawaii · Construction

$420K in assets, 3 participants

Master Sheet Metal, Inc.'s Master Sheet Metal, Inc. Employee Stock Ownership Plan reported $420K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,352 in Construction (9,030 peers)

Master Sheet Metal, Inc. multi-year trail

Master Sheet Metal, Inc.'s plans moved +64.0% in assets from 2022 to 2024; this filing shows Master Sheet Metal, Inc. Employee Stock Ownership Plan at $420K / 3 participants.

#1,352
in Construction (9,030 peers)
+64.0%
assets growth YoY

Master Sheet Metal, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Master Sheet Metal, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$419,788 16th percentile higher than 16% of 127,068 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 2023

Master Sheet Metal, Inc. Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Master Sheet Metal, Inc. Employee Stock Ownership Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Master Sheet Metal, Inc. Employee Stock Ownership Plan reported net income rose from -$88K in the plan year 2022 filing to $164K in the plan year 2023 filing.
  • Master Sheet Metal, Inc. Employee Stock Ownership Plan end-of-year assets rose from $256K in the plan year 2022 filing to $420K in the plan year 2023 filing.
  • Master Sheet Metal, Inc. Employee Stock Ownership Plan reported participants fell from 4 in the plan year 2022 filing to 3 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 990144725 · Master Sheet Metal, Inc. PY 2023 · ESOP

Master Sheet Metal, Inc. Employee Stock Ownership Plan · $420K · 3 · 16th

  • BOOK $420K
  • VS-ST 3
  • BOY 16th
  • SCH ESOP
  • EBSA near Real Time Automation, Inc. Employee Stock Ownership Plan
  • PART ind #1352

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 Hawaii →

Master Sheet Metal, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Master Sheet Metal, Inc. Employee Stock Ownership PlanMaster Sheet Metal, Inc. Emp…$420KReal Time Automation, Inc. Employee Stock Ownership PlanReal Time Automation, Inc. E…$420KPaktek Corporation Employee Stock Ownership Plan and TrustPaktek Corporation Employee …$420KHorticultural Creations Holdings, Inc. Employee Stock Ownership PlanHorticultural Creations Hold…$419KAmende & Schultz, Inc. Employee Stock Ownership PlanAmende & Schultz, Inc. Emplo…$419K
End-of-year total assets ($M) among Master Sheet Metal, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Master Sheet Metal, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Master Sheet Metal, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$420K 64.01428426308674% vs 2022
2024 filing year
$0.2M$0.25M$0.3M$0.35M$0.4M$0.45M 202220232024 $0.26M $0.42M ▲ +61.5%
Year Plans Participants Total Assets
2022 1 4 $256K
2023 1 3 $420K
2024 1 3 $420K

Master Sheet Metal, Inc. filing trail (2023)

Total Assets (Beginning of Year)$256K
Net Assets (End of Year)$420K
Net Income$164K
Employer EIN990144725
Plan Effective Date2003-11-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Hawaii

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

Master Sheet Metal, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -500050010001500 -50050100150 Total assets ($M) Participants Master Sheet Metal, Inc. Employee Stock Ownership Plan, Total assets ($M): 0.419788 · Participants: 3Master Sheet Metal, Inc. Employee Stock Ownership PlanRoberts Hawaii, Inc. Employee Stock Ownership Plan, Total assets ($M): 128.324178 · Participants: 1144Roberts Hawaii, Inc. Employee Stock Ownership PlanGpf Life and Health Benefits Co. Employee Stock Ownership Plan, Total assets ($M): 128.158632 · Participants: 102Gpf Life and Health Benefits Co. Employee Stock Ownership PlanBowers & Kubota Consulting, Inc. ESOP, Total assets ($M): 124.005968 · Participants: 258Bowers & Kubota Consulting, Inc. ESOPR. M. Towill Corporation Employee Stock Ownership Plan, Total assets ($M): 116.46544 · Participants: 96R. M. Towill Corporation Employee Stock Ownership PlanHpm Building Supply Employee Stock Ownership Plan, Total assets ($M): 99.513108 · Participants: 381Hpm Building Supply Employee Stock Ownership Plan
Master Sheet Metal, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants
Compare Master Sheet Metal, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Master Sheet Metal, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Hawaii, the nearest ESOP by assets is Real Time Automation, Inc. Employee Stock Ownership Plan in WI ($420K); by covered participants it is Southern Community Bancshares, Inc. ESOP in AL (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Master Sheet Metal, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Master Sheet Metal, Inc. Employee Stock Ownership Plan surged - up 64.0% during 2023, from $256K to $420K. Reported net income was $164K.
How have Master Sheet Metal, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Master Sheet Metal, Inc.'s sponsor-wide assets grew 64.0%, from $256K to $420K.
Where does Master Sheet Metal, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Master Sheet Metal, Inc. Employee Stock Ownership Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Master Sheet Metal, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Real Time Automation, Inc. Employee Stock Ownership Plan in WI ($420K, 19 participants).
Which ESOP plans cover a similar participant headcount to Master Sheet Metal, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Southern Community Bancshares, Inc. ESOP in AL (3 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 990144725.

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.