Profit Sharing · DOL Form 5500 · 2022

Peters Heating & Air Conditioning, Inc. Profit Sharing Plan

Data updated 2026-08-11

$13M
Total assets
195
Participants
70th
Percentile by assets
$66,114
Avg per participant
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Official DOL plan name: Peters Heating and Air Conditioning, Inc Profit Sharing Plan · Sponsored by Peters Heating & Air Conditioning, Inc. · Illinois · Construction

$13M in assets, 195 participants

Peters Heating & Air Conditioning, Inc.'s Peters Heating and Air Conditioning, Inc Profit Sharing Plan reported $13M in total assets and 195 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • 70th percentile by assets (of 139,126 plans)
  • #6,903 in Construction (9,927 peers)

Coverage in Illinois

Peters Heating and Air Conditioning, Inc Profit Sharing Plan covers 195 participants in Illinois, about 25% of the average Illinois filer (state average ~779 per filing). Assets: $13M.

$13M
total plan assets (2022 EOY)
195
covered participants
70th
percentile by assets (of 139,126 plans)
$66,114
avg assets per participant

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Peters Heating and Air Conditioning, Inc Profit Sharing Plan reports 195 participants - about 25% of that state average ($13M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$13M
Net Income-$4M
Employer EIN370892465
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Peters Heating & Air Conditioning, Inc.)

$15M$20M$25M$30M 202220232024 $19.8M $26.5M ▲ +33.8%
Total plan assets by year, all Peters Heating & Air Conditioning, Inc. plans on file
Year Plans Participants Total Assets
2022 2 424 $20M
2023 2 434 $23M
2024 2 435 $26M

Nearby Profit Sharing Plans in Illinois

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

Peters Heating and Air Conditioning, Inc Profit Sharing Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants

Peters Heating and Air Conditioning, Inc Profit Sharing Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -101234 Total assets ($B) Participants Peters Heating and A…W. W. Grainger, Inc.…Electrical Contracto…Mcmaster-Carr Supply…Mid-America Carpente…Accenture United Sta…
Peters Heating and Air Conditioning, Inc Profit Sharing Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Peters Heating and Air Conditioning, Inc Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Peters Heating and Air Conditioning, Inc Profit Sharing Plan assets move in 2022?
Peters Heating and Air Conditioning, Inc Profit Sharing Plan declined sharply - down 21.5% during 2022, from $16M to $13M. Reported net income was -$4M.
How have Peters Heating & Air Conditioning, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Peters Heating & Air Conditioning, Inc.'s sponsor-wide assets grew 33.9%, from $20M to $26M.
Which Profit Sharing plans are similar in size to Peters Heating and Air Conditioning, Inc Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Weca Atc Retirement Plan and Trust in CA ($13M, 723 participants).

Next read for Peters Heating and Air Conditioning, Inc…

Filing takeaways

Ways to act on Peters Heating and Air Conditioning, Inc Profit Sharing Plan's numbers.

  • By total assets, Peters Heating and Air Conditioning, Inc Profit Sharing Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in Illinois. Compare plans
  • Peters Heating & Air Conditioning, Inc.'s sponsor-wide assets have grown 33.9% since 2022 across 3 plan years on file. More Construction plans