Defined Benefit (Pension) · DOL Form 5500 · 2022

C.L Hvac, Inc. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
41st
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: C.L Hvac, Inc. Defined Benefit Plan · Sponsored by C.L Hvac, Inc. · New York · Professional & Technical Services

$3M in assets, 3 participants

C.L Hvac, Inc.'s C.L Hvac, Inc. Defined Benefit Plan reported $3M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #8,237 in Professional & Technical Services (21,562 peers)

C.L Hvac, Inc. multi-year trail

C.L Hvac, Inc.'s plans moved +28.7% in assets from 2022 to 2023; this filing shows C.L Hvac, Inc. Defined Benefit Plan at $3M / 3 participants.

#8,237
in Professional & Technical Services (21,562 peers)
-8.9%
assets change YoY

The plan reported a net loss of $301K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

C.L Hvac, Inc. Defined Benefit Plan's mid-pack asset rank among Professional & Technical Services and all filers

C.L Hvac, Inc. Defined Benefit Plan vs every filed plan by assets

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

$3,078,181 41st percentile higher than 41% 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

C.L Hvac, Inc. Defined Benefit 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. C.L Hvac, Inc. Defined Benefit Plan is a micro filing (3 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 474779076 · C.L Hvac, Inc. PY 2022 · Defined Benefit (Pension)

C.L Hvac, Inc. Defined Benefit Plan · $3M · 3 · 41st

  • NET $3M
  • BOOK 3
  • VS-ST 41st
  • BOY Defined Benefit (Pension)
  • SCH near Kamran Hakimian, M.D., Inc. Defined Benefit Pension Plan
  • EBSA ind #8237

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 Professional & Technical Services retirement plans → · Plans in New York →

C.L Hvac, Inc. Defined Benefit Plan in the asset neighbourhood

Dustin L. Rowe, Dds, Inc. Defined Benefit Pension PlanDustin L. Rowe, Dds, Inc. De…$3MSrinivas Rao, M.D., P.a. Defined Benefit Pension PlanSrinivas Rao, M.D., P.a. Def…$3MC.L Hvac, Inc. Defined Benefit PlanC.L Hvac, Inc. Defined Benef…$3MKamran Hakimian, M.D., Inc. Defined Benefit Pension PlanKamran Hakimian, M.D., Inc. …$3MJcb Music, Inc. Defined Benefit Pension PlanJcb Music, Inc. Defined Bene…$3M
End-of-year total assets ($M) among C.L Hvac, Inc. Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

C.L Hvac, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All C.L Hvac, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 28.662219668044216% vs 2022
2023 filing year
$2.5M$3M$3.5M$4M$4.5M 20222023 $3.08M $3.96M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 3 $3M
2023 1 3 $4M

C.L Hvac, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$301K
Employer EIN474779076
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

C.L Hvac, Inc. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants C.L Hvac, Inc. Defined Benefit Plan, Total assets ($B): 0.003078181 · Participants: 3C.L Hvac, Inc. Defined Benefit PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
C.L Hvac, Inc. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare C.L Hvac, Inc. Defined Benefit Plan side-by-side with 3 peers →

C.L Hvac, Inc. Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Kamran Hakimian, M.D., Inc. Defined Benefit Pension Plan in CA ($3M); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 C.L Hvac, Inc. Defined Benefit Plan assets move in 2022? ▼
C.L Hvac, Inc. Defined Benefit Plan pulled back noticeably - down 8.9% during 2022, from $3M to $3M. Reported net income was -$301K.
How have C.L Hvac, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), C.L Hvac, Inc.'s sponsor-wide assets grew 28.7%, from $3M to $4M.
Which Defined Benefit (Pension) plans are similar in size to C.L Hvac, Inc. Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Kamran Hakimian, M.D., Inc. Defined Benefit Pension Plan in CA ($3M, 9 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to C.L Hvac, Inc. Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $904K 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 474779076.

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.