401(k) · DOL Form 5500 · 2022

Peterman Heating, Cooling & Plumbing, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
322
Participants Below avg headcount
44th
Percentile by assets National rank
$11,252
Avg per participant Low balance/head
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Official DOL plan name: Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan · Sponsored by Peterman Heating, Cooling & Plumbing, Inc. · Indiana · Other Services

$4M in assets, 322 participants

Peterman Heating, Cooling & Plumbing, Inc.'s Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan reported $4M in total assets and 322 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #5,460 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan ranks #5,460 of 8,398 2022 filers by assets (554% of the sector average)-$4M for 322 participants.

#5,460
in Other Services (8,398 peers)
+15.4%
assets growth YoY

Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan's mid-pack asset rank among Other Services and all filers

Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan vs every filed plan by assets

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

$3,623,046 44th percentile higher than 44% 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

Peterman Heating, Cooling & Plumbing, 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. Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan sits mid-pack in the medium band (322 participants).

Plan-year Form 5500 strip

Filing strip 351744027 · Peterman Heating, Cooling & Plumbing, Inc. PY 2022 · 401(k)

Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan · $4M · 322 · 44th

  • BOY $4M
  • BOY 322
  • BOY 44th
  • BOY 401(k)
  • BOY near Omniguide, Inc. 401(k) Plan
  • BOY ind #5460

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 Other Services retirement plans → · Plans in Indiana →

Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan in the asset neighbourhood

Peterman Heating, Cooling & Plumbing, Inc 401(k) PlanPeterman Heating, Cooling & …$4MOmniguide, Inc. 401(k) Plan$4MQuiet Professionals LLC 401(k) PlanQuiet Professionals LLC 401(…$4MStaiman Brothers, Inc. 401(k) PlanStaiman Brothers, Inc. 401(k…$4MWelty, Weaver & Currie, a Professional Corporation 401(k) Profit Sharing PlanWelty, Weaver & Currie, a Pr…$4M
End-of-year total assets ($M) among Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$483K
Employer EIN351744027
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Peterman Heating, Cooling & Plumbing, Inc.)

Sponsor-wide plan assets over time

All Peterman Heating, Cooling & Plumbing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 102.51658411182194% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $3.62M $7.34M ▲ +102.8%
Year Plans Participants Total Assets
2022 1 322 $4M
2023 1 526 $6M
2024 1 576 $7M

Nearby 401(k) Plans in Indiana

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

Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan, Total assets ($B): 0.003623046 · Participants: 322Peterman Heating, Cooling & Plumbing, Inc 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan side-by-side with 3 peers →

Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Omniguide, Inc. 401(k) Plan in MA ($4M); by covered participants it is Ipc 401(k) Plan in MA (322 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (322 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 Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan assets move in 2022? ▼
Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan grew sharply - up 15.4% during 2022, from $3M to $4M. Reported net income was $483K.
How have Peterman Heating, Cooling & Plumbing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peterman Heating, Cooling & Plumbing, Inc.'s sponsor-wide assets grew 102.5%, from $4M to $7M.
Which 401(k) plans are similar in size to Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Omniguide, Inc. 401(k) Plan in MA ($4M, 17 participants).
Which 401(k) plans cover a similar participant headcount to Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ipc 401(k) Plan in MA (322 participants, N/A 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 351744027.

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.