Plan Ledger DOL Form 5500 · updated monthly

Air Treatment CorporationESOP

AIR TREATMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN · BREA, CA · plan year 2024

Employer contribution per participant · 2024
$13,977

Air Treatment Corporation's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $194,724,751 across 229 participant accounts, with employer contributions averaging $13,977 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 575th-largest of 9,483 plans among California employers on file, and the 248th of 4,246 in wholesale trade. active participation has grown from 169 to 208 since 2022.

Plan summary
Net assets, end of year$194,724,751
Participants with balances229
Active participants208
Employer contributions$2,907,114
Employee contributions—
Employer contribution per active participant$13,977
Average account balance$850,326
Benefits paid to participants$1,654,883
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$194.7M · 229 accts · $2.9M emplr
2023$113.9M · 218 accts · $2.1M emplr
2022$67.9M · 192 accts · $3.2M emplr
Employer contributions to the Air Treatment Corporation plan · 2024
Employer contribution per active participant$13,977
Median for plans this size$3,635
2024$13,977 per active participant
2023$10,561 per active participant
2022$19,041 per active participant

Air Treatment Corporation's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Recordkeeper by year2
2024Transamerica
2023Transamerica

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Administrative cost history3
2024Not separately reported
2023$100 · 0.00%
2022Not separately reported
All plans at this employer2
AIR TREATMENT 401(K) PLAN401(k)
AIR TREATMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLANESOP
Similar plansWholesale Trade · California
Pace Supply Corporation CA$249.2M · 0.00%
Skechers USA, Inc. CA$237.0M · 0.01%
Quinn Group, Inc. CA$235.7M · 0.30%
Jfc International Inc. CA$174.8M · 0.00%
Trace 3, LLC CA$173.3M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954267892 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.