401(k) · DOL Form 5500 · 2022
Estes Heating & Air Conditioning, Inc. 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 160
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $53,047
- Avg per participant Low balance/head
Official DOL plan name: Estes Heating & Air Conditioning, Inc. 401(k) Plan · Sponsored by Estes Heating & Air Conditioning, Inc. · Georgia · Construction
$8M in assets, 160 participants
Estes Heating & Air Conditioning, Inc.'s Estes Heating & Air Conditioning, Inc. 401(k) Plan reported $8M in total assets and 160 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.
- #6,075 in Construction (9,927 peers)
Coverage in Georgia
Estes Heating & Air Conditioning, Inc. 401(k) Plan covers 160 participants in Georgia, about 15% of the average Georgia filer (state average ~1,096 per filing). Assets: $8M.
- #6,075
- in Construction (9,927 peers)
- -20.1%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Estes Heating & Air Conditioning, Inc. 401(k) Plan's mid-pack asset rank among Construction and all filers
Estes Heating & Air Conditioning, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,487,532 Top 38% higher than 62% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Estes Heating & Air Conditioning, Inc. 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. Estes Heating & Air Conditioning, Inc. 401(k) Plan sits mid-pack in the medium band (160 participants).
Form 5500 schedule snapshot
Filing strip 581080369 · Estes Heating & Air Conditioning, Inc. PY 2022 · 401(k)
Estes Heating & Air Conditioning, Inc. 401(k) Plan · $8M · 160 · 62nd
- PART $8M
- PART 160
- PART 62nd
- PART 401(k)
- PART near Sloanled 401(k) Plan
- PART ind #6075
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 Georgia →
Estes Heating & Air Conditioning, Inc. 401(k) Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$2M |
| Employer EIN | 581080369 |
| Plan Effective Date | 1970-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Estes Heating & Air Conditioning, Inc.)
Sponsor-wide plan assets over time
All Estes Heating & Air Conditioning, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 46.34231717771432% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 160 | $8M |
| 2023 | 1 | 174 | $11M |
| 2024 | 1 | 186 | $12M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster-UPS National 401(k) Tax Deferred Savings Plan $14.7B · 549,610
- Delta 401(k) Retirement Plan $13.2B · 72,820
- Delta 401(k) Retirement Plan for Pilots $11.5B · 12,193
- UPS 401 (K) Savings Plan $11.3B · 107,310
- The Home Depot Futurebuilder $10.7B · 423,174
Estes Heating & Air Conditioning, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Sloanled 401(k) Plan in CA ($8M); by covered participants it is Blacktree Healthcare Consulting 401(k) Plan in PA (160 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (160 participants); asset peers above are excluded.
- Blacktree Healthcare Consulting 401(k) Plan (PA) 160 · 0 off
- The Contractors Retirement Plan (TX) 160 · 0 off
- Hinckley Management Group, LLC 401(k) Plan (OH) 160 · 0 off
- Integrated Security Technologies Inc. 401(k) Plan (VA) 160 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.