401(k) · DOL Form 5500 · 2022

Hvac Services, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
41
Participants Small participant base
72nd
Percentile by assets National rank
$353,994
Avg per participant High balance/head
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Official DOL plan name: Hvac Services, Inc. Employee Stock Ownership 401(k) Plan · Sponsored by Hvac Services, Inc. · Maine · Construction

$15M in assets, 41 participants

Hvac Services, Inc.'s Hvac Services, Inc. Employee Stock Ownership 401(k) Plan reported $15M in total assets and 41 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #7,114 in Construction (9,927 peers)

Hvac Services, Inc. multi-year trail

Hvac Services, Inc.'s plans moved +28.7% in assets from 2022 to 2024; this filing shows Hvac Services, Inc. Employee Stock Ownership 401(k) Plan at $15M / 41 participants.

#7,114
in Construction (9,927 peers)
-9.8%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hvac Services, Inc. Employee Stock Ownership 401(k) Plan's outsized position by total assets

Hvac Services, Inc. Employee Stock Ownership 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$14,513,767 Top 28% higher than 72% of 139,123 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 2022

Hvac Services, Inc. Employee Stock Ownership 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hvac Services, Inc. Employee Stock Ownership 401(k) Plan is a small filing (41 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 010451459 · Hvac Services, Inc. PY 2022 · 401(k)

Hvac Services, Inc. Employee Stock Ownership 401(k) Plan · $15M · 41 · 72nd

  • ASSETS $15M
  • PCT 41
  • EIN 72nd
  • RANK 401(k)
  • PHOTO near International Materials LLC
  • IND ind #7114

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 Construction retirement plans → · Plans in Maine →

Hvac Services, Inc. Employee Stock Ownership 401(k) Plan in the asset neighbourhood

Otr Wheel Engineering, Inc. 401(k) PlanOtr Wheel Engineering, Inc. …$15MRental Concepts, Inc. Profit Sharing Plan and TrustRental Concepts, Inc. Profit…$15MHvac Services, Inc. Employee Stock Ownership 401(k) PlanHvac Services, Inc. Employee…$15MInternational Materials LLC$15MCornell Forge Company 401(k) PlanCornell Forge Company 401(k)…$15M
End-of-year total assets ($M) among Hvac Services, Inc. Employee Stock Ownership 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Hvac Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Hvac Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 28.66225563632102% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $14.5M $18.7M ▲ +28.7%
Year Plans Participants Total Assets
2022 1 41 $15M
2023 1 41 $17M
2024 1 48 $19M

Hvac Services, Inc. filing trail (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$15M
Net Income-$2M
Employer EIN010451459
Plan Effective Date2017-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maine

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Hvac Services, Inc. Employee Stock Ownership 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Hvac Services, Inc. Employee Stock Ownership 401(k) Plan, Total assets ($B): 0.014513767 · Participants: 41Hvac Services, Inc. Employee Stock Ownership 401(k) PlanTd 401(k) Retirement Plan, Total assets ($B): 4.082814523 · Participants: 26725Td 401(k) Retirement PlanUnum Group 401(k) Retirement Plan, Total assets ($B): 1.823433108 · Participants: 9051Unum Group 401(k) Retirement PlanIdexx Retirement and Incentive Savings Plan, Total assets ($B): 0.833975444 · Participants: 6436Idexx Retirement and Incentive Savings PlanHannaford Bros. Co., LLC Retirement Savings Plan, Total assets ($B): 0.831539018 · Participants: 28776Hannaford Bros. Co., LLC Retirement Savings PlanThe Cianbro Team Equity Plan, Total assets ($B): 0.624114187 · Participants: 2575The Cianbro Team Equity Plan
Hvac Services, Inc. Employee Stock Ownership 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants
Compare Hvac Services, Inc. Employee Stock Ownership 401(k) Plan side-by-side with 3 peers →

Hvac Services, Inc. Employee Stock Ownership 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maine, the nearest 401(k) by assets is International Materials LLC in FL ($15M); by covered participants it is Allied Termite & Pest Control 401(k) Plan in TN (41 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (41 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hvac Services, Inc. Employee Stock Ownership 401(k) Plan assets move in 2022? ▼
Hvac Services, Inc. Employee Stock Ownership 401(k) Plan pulled back noticeably - down 9.8% during 2022, from $16M to $15M. Reported net income was -$2M.
How have Hvac Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hvac Services, Inc.'s sponsor-wide assets grew 28.7%, from $15M to $19M.
Which 401(k) plans are similar in size to Hvac Services, Inc. Employee Stock Ownership 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is International Materials LLC in FL ($15M, 51 participants).
Which 401(k) plans cover a similar participant headcount to Hvac Services, Inc. Employee Stock Ownership 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Allied Termite & Pest Control 401(k) Plan in TN (41 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 010451459.

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.