401(k) · DOL Form 5500 · 2022
Heritage Thermal Services, Inc. 401(k) Plan
Data updated 2026-08-11
- $39M
- Total assets
- 190
- Participants
- 86th
- Percentile by assets
- $205,434
- Avg per participant
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.
- 86th percentile by assets (of 139,126 plans)
- #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.
- $39M
- total plan assets (2022 EOY)
- 190
- covered participants
- 86th
- percentile by assets (of 139,126 plans)
- $205,434
- avg assets per participant
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.
Where Heritage Thermal Services, Inc. Profit Sharing & Retirement Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Heritage Thermal Services, Inc. Profit Sharing & Retirement Plan reports 190 participants - about 25% of that state average ($39M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $53M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | -$14M |
| Employer EIN | 222341236 |
| Plan Effective Date | 1991-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heritage Thermal Services, Inc.)
| 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
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Heritage Thermal Services, Inc. Profit Sharing & Retirement Plan by total assets, not by location.
- Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan (WI) $39M · 180
- The Greer 401(k) Plan (WV) $39M · 652
- Charter Management Company, Inc. 401(k) & Ps Plan (MA) $39M · 67
- Bridgebio 401(k) Plan (CA) $39M · 567
Frequently Asked Questions
How did Heritage Thermal Services, Inc. Profit Sharing & Retirement Plan assets move in 2022? ▼
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Filing takeaways
Ways to act on Heritage Thermal Services, Inc. Profit Sharing & Retirement Plan's numbers.
- By total assets, Heritage Thermal Services, Inc. Profit Sharing & Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
- Heritage Thermal Services, Inc.'s sponsor-wide assets have grown 24.1% since 2022 across 2 plan years on file. More Administrative & Support Services plans