401(k) · DOL Form 5500 · 2022

Heat Transfer Research, Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
92
Participants Small participant base
82nd
Percentile by assets National rank
$311,380
Avg per participant High balance/head
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Official DOL plan name: Heat Transfer Research, Inc. 401(k) Plan · Sponsored by Heat Transfer Research, Inc. · Texas · Manufacturing

$29M in assets, 92 participants

Heat Transfer Research, Inc.'s Heat Transfer Research, Inc. 401(k) Plan reported $29M in total assets and 92 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #15,411 in Manufacturing (20,602 peers)

Where Heat Transfer Research, Inc. 401(k) Plan sits by assets

Heat Transfer Research, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $29M for 92 participants (~$311,380/participant), down 21.6% in 2022.

#15,411
in Manufacturing (20,602 peers)
-21.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heat Transfer Research, Inc. 401(k) Plan's outsized position by total assets

Heat Transfer Research, Inc. 401(k) Plan vs every filed plan by assets

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

$28,646,978 Top 18% higher than 82% 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

Heat Transfer Research, Inc. 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. Heat Transfer Research, Inc. 401(k) Plan is a small filing (92 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 730723287 · Heat Transfer Research, Inc. PY 2022 · 401(k)

Heat Transfer Research, Inc. 401(k) Plan · $29M · 92 · 82nd

  • RANK $29M
  • RANK 92
  • RANK 82nd
  • RANK 401(k)
  • RANK near Marquis Management Services Inc. 401(k) Plan
  • RANK ind #15411

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 Manufacturing retirement plans → · Plans in Texas →

Heat Transfer Research, Inc. 401(k) Plan in the asset neighbourhood

Heat Transfer Research, Inc. 401(k) PlanHeat Transfer Research, Inc.…$29MMarquis Management Services Inc. 401(k) PlanMarquis Management Services …$29MObsidian Entertainment 401(k) PlanObsidian Entertainment 401(k…$29MServier Pharmaceuticals LLC 401(k) PlanServier Pharmaceuticals LLC …$29MWinpak Films Inc. 401(k) Savings PlanWinpak Films Inc. 401(k) Sav…$29M
End-of-year total assets ($M) among Heat Transfer Research, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$29M
Net Income-$8M
Employer EIN730723287
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heat Transfer Research, Inc.)

Sponsor-wide plan assets over time

All Heat Transfer Research, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 30.815910145914867% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.7M $37.5M ▲ +30.8%
Year Plans Participants Total Assets
2022 1 92 $29M
2023 1 91 $35M
2024 1 94 $37M

Nearby 401(k) Plans in Texas

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

Heat Transfer Research, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Heat Transfer Research, Inc. 401(k) Plan, Total assets ($B): 0.028646978 · Participants: 92Heat Transfer Research, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Heat Transfer Research, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Heat Transfer Research, Inc. 401(k) Plan side-by-side with 3 peers →

Heat Transfer Research, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Marquis Management Services Inc. 401(k) Plan in IL ($29M); by covered participants it is Republic Companies 401(k) Retirement Plan in IA (92 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Heat Transfer Research, Inc. 401(k) Plan assets move in 2022? ▼
Heat Transfer Research, Inc. 401(k) Plan declined sharply - down 21.6% during 2022, from $37M to $29M. Reported net income was -$8M.
How have Heat Transfer Research, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heat Transfer Research, Inc.'s sponsor-wide assets grew 30.8%, from $29M to $37M.
Where does Heat Transfer Research, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Heat Transfer Research, Inc. 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Heat Transfer Research, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Marquis Management Services Inc. 401(k) Plan in IL ($29M, 363 participants).
Which 401(k) plans cover a similar participant headcount to Heat Transfer Research, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Republic Companies 401(k) Retirement Plan in IA (92 participants, $11M 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 730723287.

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.