Profit Sharing · DOL Form 5500 · 2022

Tri County Heating and Cooling Inc. Profit Sharing Plan

Data updated 2026-08-25

$239K
Total assets Small plan by assets
6
Participants Small participant base
12th
Percentile by assets National rank
$39,777
Avg per participant Low balance/head
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Official DOL plan name: Tri County Heating and Cooling Inc. Retirement Plan · Sponsored by Tri County Heating and Cooling Inc. · Montana · Construction

$239K in assets, 6 participants

Tri County Heating and Cooling Inc.'s Tri County Heating and Cooling Inc. Retirement Plan reported $239K in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,005 in Construction (9,927 peers)

Tri County Heating and Cooling Inc. multi-year trail

Tri County Heating and Cooling Inc.'s plans moved +28.5% in assets from 2022 to 2024; this filing shows Tri County Heating and Cooling Inc. Retirement Plan at $239K / 6 participants.

#1,005
in Construction (9,927 peers)
+0.0%
assets growth YoY

Tri County Heating and Cooling Inc. Retirement Plan among the smaller filed plans by assets

Tri County Heating and Cooling Inc. Retirement Plan vs every filed plan by assets

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

$238,662 12th percentile higher than 12% 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

Tri County Heating and Cooling Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tri County Heating and Cooling Inc. Retirement Plan is a micro filing (6 participants), the leftmost band.

Published 5500 schedule card

Filing strip 463086153 · Tri County Heating and Cooling Inc. PY 2022 · Profit Sharing

Tri County Heating and Cooling Inc. Retirement Plan · $239K · 6 · 12th

  • BOY $239K
  • SCH 6
  • EBSA 12th
  • PART Profit Sharing
  • TYPE near K9 Acres Retirement Plan
  • NET ind #1005

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 Montana →

Tri County Heating and Cooling Inc. Retirement Plan in the asset neighbourhood

Tri County Heating and Cooling Inc. Retirement PlanTri County Heating and Cooli…$239KK9 Acres Retirement Plan$239KConnecticut Hobby Corporation Profit Sharing PlanConnecticut Hobby Corporatio…$239KEssex Technology Group, Inc. Employee Stock Ownership PlanEssex Technology Group, Inc.…$239KMetcalfe Security, Inc. Profit Sharing PlanMetcalfe Security, Inc. Prof…$239K
End-of-year total assets ($M) among Tri County Heating and Cooling Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Tri County Heating and Cooling Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Tri County Heating and Cooling Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$307K 28.501395278678633% vs 2022
2024 filing year
$0.2M$0.25M$0.3M$0.35M 202220232024 $0.24M $0.31M ▲ +29.2%
Year Plans Participants Total Assets
2022 1 6 $239K
2023 2 11 $302K
2024 1 6 $307K

Tri County Heating and Cooling Inc. filing trail (2022)

Total Assets (Beginning of Year)$239K
Net Assets (End of Year)$239K
Employer EIN463086153
Plan Effective Date2013-06-28
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Montana

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Tri County Heating and Cooling Inc. Retirement Plan vs. nearby Profit Sharing plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000100200300400500 -20020406080 Total assets ($M) Participants Tri County Heating and Cooling Inc. Retirement Plan, Total assets ($M): 0.238662 · Participants: 6Tri County Heating and Cooling Inc. Retirement PlanCushing Terrell 401(k) Retirement Plan, Total assets ($M): 60.760954 · Participants: 424Cushing Terrell 401(k) Retirement PlanOkeefe Drilling Company Profit-Sharing Trust, Total assets ($M): 16.757364 · Participants: 28Okeefe Drilling Company Profit-Sharing TrustBarrett Hospital Development Corporation 403(b) Plan, Total assets ($M): 16.634382 · Participants: 244Barrett Hospital Development Corporation 403(b) PlanLanglas & Associates, Inc. Profit Sharing Plan, Total assets ($M): 13.111631 · Participants: 155Langlas & Associates, Inc. Profit Sharing PlanBlue Rock Products Company Profit Sharing Plan, Total assets ($M): 10.034176 · Participants: 71Blue Rock Products Company Profit Sharing Plan
Tri County Heating and Cooling Inc. Retirement Plan vs. nearby Profit Sharing plans in Montana, assets vs. participants
Compare Tri County Heating and Cooling Inc. Retirement Plan side-by-side with 3 peers →

Tri County Heating and Cooling Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Montana, the nearest Profit Sharing by assets is K9 Acres Retirement Plan in CA ($239K); by covered participants it is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Tri County Heating and Cooling Inc. Retirement Plan assets move in 2022? ▼
Tri County Heating and Cooling Inc. Retirement Plan held essentially flat - up 0.0% during 2022, from $239K to $239K.
How have Tri County Heating and Cooling Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tri County Heating and Cooling Inc.'s sponsor-wide assets grew 28.5%, from $239K to $307K.
Where does Tri County Heating and Cooling Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Tri County Heating and Cooling Inc. Retirement Plan ranks in the 12th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Tri County Heating and Cooling Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is K9 Acres Retirement Plan in CA ($239K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Tri County Heating and Cooling Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants, $432K 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 463086153.

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.