401(k) · DOL Form 5500 · 2022

Southern Hvac Corporation 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
450
Participants Below avg headcount
53rd
Percentile by assets National rank
$12,339
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Southern Hvac Corporation 401(k) Plan · Sponsored by Southern Hvac Corporation · Florida · Construction

$6M in assets, 450 participants

Southern Hvac Corporation's Southern Hvac Corporation 401(k) Plan reported $6M in total assets and 450 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #5,168 in Construction (9,927 peers)

Southern Hvac Corporation multi-year trail

Southern Hvac Corporation's plans moved +169.1% in assets from 2022 to 2024; this filing shows Southern Hvac Corporation 401(k) Plan at $6M / 450 participants.

#5,168
in Construction (9,927 peers)
$277K
reported net income

Southern Hvac Corporation 401(k) Plan's mid-pack asset rank among Construction and all filers

Southern Hvac Corporation 401(k) Plan vs every filed plan by assets

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

$5,552,339 Top 47% higher than 53% 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

Southern Hvac Corporation 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Hvac Corporation 401(k) Plan sits mid-pack in the medium band (450 participants).

Form 5500 schedule snapshot

Filing strip 812606496 · Southern Hvac Corporation PY 2022 · 401(k)

Southern Hvac Corporation 401(k) Plan · $6M · 450 · 53rd

  • BOY $6M
  • BOY 450
  • BOY 53rd
  • BOY 401(k)
  • BOY near Swoboda, Inc. 401(k) Profit Sharing Plan
  • BOY ind #5168

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 Florida →

Southern Hvac Corporation 401(k) Plan in the asset neighbourhood

Southern Hvac Corporation 401(k) PlanSouthern Hvac Corporation 40…$6MSwoboda, Inc. 401(k) Profit Sharing PlanSwoboda, Inc. 401(k) Profit …$6MUsw Holding Company 401(k) PlanUsw Holding Company 401(k) P…$6MOrion Systems, Inc. 401(k) Plan & TrustOrion Systems, Inc. 401(k) P…$6MRheovest Hr, LLC 401(k) Plan$6M
End-of-year total assets ($M) among Southern Hvac Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Southern Hvac Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Southern Hvac Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$15M 169.0528622261717% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $5.55M $14.9M ▲ +169.2%
Year Plans Participants Total Assets
2022 1 450 $6M
2023 1 508 $11M
2024 1 894 $15M

Southern Hvac Corporation filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$6M
Net Income$277K
Employer EIN812606496
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Southern Hvac Corporation 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Southern Hvac Corporation 401(k) Plan, Total assets ($B): 0.005552339 · Participants: 450Southern Hvac Corporation 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Southern Hvac Corporation 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Southern Hvac Corporation 401(k) Plan side-by-side with 3 peers →

Southern Hvac Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Swoboda, Inc. 401(k) Profit Sharing Plan in MI ($6M); by covered participants it is Intellia Tx, Inc. 401(k) Plan in MA (450 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (450 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 have Southern Hvac Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Hvac Corporation's sponsor-wide assets grew 169.1%, from $6M to $15M.
Which 401(k) plans are similar in size to Southern Hvac Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Swoboda, Inc. 401(k) Profit Sharing Plan in MI ($6M, 99 participants).
Which 401(k) plans cover a similar participant headcount to Southern Hvac Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Intellia Tx, Inc. 401(k) Plan in MA (450 participants, $31M 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 812606496.

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.