401(k) · DOL Form 5500 · 2022

Heritage Thermal Services, Inc. 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
190
Participants Below avg headcount
86th
Percentile by assets National rank
$205,434
Avg per participant Above avg balance/head
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Official DOL plan name: Heritage Thermal Services, Inc. Profit Sharing & Retirement Plan · Sponsored by Heritage Thermal Services, Inc. · Ohio · Administrative & Support Services

$39M in assets, 190 participants

Heritage Thermal Services, Inc.'s Heritage Thermal Services, Inc. Profit Sharing & Retirement Plan reported $39M in total assets and 190 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #4,608 in Administrative & Support Services (4,927 peers)

Coverage in Ohio

Heritage Thermal Services, Inc. Profit Sharing & Retirement Plan covers 190 participants in Ohio, about 25% of the average Ohio filer (state average ~765 per filing). Assets: $39M.

#4,608
in Administrative & Support Services (4,927 peers)
-26.2%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heritage Thermal Services, Inc. Profit Sharing & Retirement Plan's outsized position by total assets

Heritage Thermal Services, Inc. Profit Sharing & Retirement Plan vs every filed plan by assets

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

$39,032,384 Top 14% higher than 86% 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

Heritage Thermal Services, Inc. Profit Sharing & Retirement 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. Heritage Thermal Services, Inc. Profit Sharing & Retirement Plan sits mid-pack in the medium band (190 participants).

EBSA filing schedule strip

Filing strip 222341236 · Heritage Thermal Services, Inc. PY 2022 · 401(k)

Heritage Thermal Services, Inc. Profit Sharing & Retirement Plan · $39M · 190 · 86th

  • NET $39M
  • BOOK 190
  • VS-ST 86th
  • BOY 401(k)
  • SCH near Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan
  • EBSA ind #4608

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 Administrative & Support Services retirement plans → · Plans in Ohio →

Heritage Thermal Services, Inc. Profit Sharing & Retirement Plan in the asset neighbourhood

Bridgebio 401(k) Plan$39MHeritage Thermal Services, Inc. Profit Sharing & Retirement PlanHeritage Thermal Services, I…$39MOrthopaedic Associates of Wisconsin, S. C. Profit Sharing PlanOrthopaedic Associates of Wi…$39MThe Greer 401(k) Plan$39MCharter Management Company, Inc. 401(k) & Ps PlanCharter Management Company, …$39M
End-of-year total assets ($M) among Heritage Thermal Services, Inc. Profit Sharing & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$39M
Net Income-$14M
Employer EIN222341236
Plan Effective Date1991-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Thermal Services, Inc.)

Sponsor-wide plan assets over time

All Heritage Thermal Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$48M 24.099939680855773% vs 2022
2023 filing year
$35M$40M$45M$50M 20222023 $39M $48.4M ▲ +24.1%
Year Plans Participants Total Assets
2022 1 190 $39M
2023 1 183 $48M

Nearby 401(k) Plans in Ohio

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

Heritage Thermal Services, Inc. Profit Sharing & Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Heritage Thermal Services, Inc. Profit Sharing & Retirement Plan, Total assets ($B): 0.039032384 · Participants: 190Heritage Thermal Services, Inc. Profit Sharing & Retirement PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Heritage Thermal Services, Inc. Profit Sharing & Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Heritage Thermal Services, Inc. Profit Sharing & Retirement Plan side-by-side with 3 peers →

Heritage Thermal Services, Inc. Profit Sharing & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan in WI ($39M); by covered participants it is Mikart 401(k) Plan in GA (190 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($39M here).

Similar participant headcount

Nearest other-state filings by covered participants (190 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 Heritage Thermal Services, Inc. Profit Sharing & Retirement Plan assets move in 2022? ▼
Heritage Thermal Services, Inc. Profit Sharing & Retirement Plan declined sharply - down 26.2% during 2022, from $53M to $39M. Reported net income was -$14M.
How have Heritage Thermal Services, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Heritage Thermal Services, Inc.'s sponsor-wide assets grew 24.1%, from $39M to $48M.
Where does Heritage Thermal Services, Inc. Profit Sharing & Retirement Plan rank by assets among Form 5500 filers? ▼
Heritage Thermal Services, Inc. Profit Sharing & Retirement Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Heritage Thermal Services, Inc. Profit Sharing & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan in WI ($39M, 180 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Thermal Services, Inc. Profit Sharing & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mikart 401(k) Plan in GA (190 participants, $20M 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 222341236.

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.