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Employer · plans filed under one EIN

Energy Air, Inc.

Orlando, FL · Construction

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$123Mnet assets across plans
767participant records603 active
$3.9Memployer contributions, latest plan years$6,404 per active record
$0Schedule C compensation to organisations$0.00 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Energy Air, Inc.'s employer identification number (Orlando, Florida). Their latest filings total 767 participant records and $123M in net assets.

The largest is Energy Air, Inc. ESOP, an employee stock ownership plan with 410 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $3.9M and participant contributions $463K in the latest plan years; benefits paid were $5.7M. Schedule C compensation reported to service provider organisations totalled $0.

Combined net assets moved from $2.1M in 2009 to $123M in 2024 (up 5847%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Energy Air, Inc. ESOPemployee stock ownership plan2024410$116M$282,658$12,382$0
Energy Air, Inc. 401(k) Plan401(k) plan2024357$7.1M$20,026$365$0
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $2.1M2010: $1.7M2011: $1.7M2012: $1.5M2013: $1.9M2014: −$19.1M2015: −$15.9M2016: −$8.2M2017: −$3.0M2018: $5.7M2019: $25.5M2020: $38.8M2021: $55.4M2022: $63.1M2023: $77.2M2024: $123M$2.1M$123M20092012201620202024
Combined net assets
2009: 2242010: 2182011: 2002012: 1872013: 1992014: 4202015: 4872016: 5272017: 5172018: 6102019: 6532020: 7442021: 7582022: 7632023: 8222024: 76722482276720092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242767$123M$3.9M$463K
20232822$77.2M$4.0M$477K
20222763$63.1M$2.2M$494K
20212758$55.4M$2.5M$515K
20202744$38.8M$1.9M$526K
20192653$25.5M$1.7M$484K
20182610$5.7M$1.6M$401K
20172517−$3.0M$1.5M$361K
20162527−$8.2M$1.5M$331K
20152487−$15.9M$901K$291K
20142420−$19.1M$656K$225K
20131199$1.9M$49K$195K
20121187$1.5M$46K$186K
20111200$1.7M$54K$214K
20101218$1.7M$53K$214K
20091224$2.1M$60K$235K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Questions and answers

How many retirement plans does Energy Air, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Energy Air, Inc. ESOP and Energy Air, Inc. 401(k) Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Energy Air, Inc. contribute to its plans?

$3,861,375 in employer contributions across these plans in their latest plan years, about $6,404 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

The plans report no service provider organisations on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.