Plan Ledger DOL Form 5500 · updated monthly

Ams Mechanical Holdings, Inc.ESOP

AMS MECHANICAL HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN · WOODRIDGE, IL · plan year 2024

Employer contribution per participant · 2024
$10,269

Ams Mechanical Holdings, Inc.'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 $78,666,377 across 238 participant accounts, with employer contributions averaging $10,269 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 construction employers. By assets it is the 663rd-largest of 3,702 plans among Illinois employers on file, and the 753rd of 5,337 in construction. active participation has grown from 144 to 169 since 2022.

Plan summary
Net assets, end of year$78,666,377
Participants with balances238
Active participants169
Employer contributions$1,735,398
Employee contributions—
Employer contribution per active participant$10,269
Average account balance$330,531
Benefits paid to participants$459,303
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$78.7M · 238 accts · $1.7M emplr
2023$35.1M · 217 accts · $794K emplr
2022$19.1M · 196 accts · $835K emplr
Employer contributions to the Ams Mechanical Holdings, Inc. plan · 2024
Employer contribution per active participant$10,269
Median for plans this size$3,635
2024$10,269 per active participant
2023$4,934 per active participant
2022$5,796 per active participant

Ams Mechanical Holdings, Inc.'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.

Administrative cost history3
2024Not separately reported
2023Not separately reported
2022Not separately reported
All plans at this employer2
AMS MECHANICAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN401(k)
AMS MECHANICAL HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
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Source: U.S. Department of Labor, Form 5500 series, EIN 814368506 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.