401(k) · DOL Form 5500 · 2022

Isaac Heating & Air Conditioning 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
449
Participants Below avg headcount
80th
Percentile by assets National rank
$52,536
Avg per participant Low balance/head
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Official DOL plan name: Isaac Heating & Air Conditioning, Inc. 401(k) Plan · Sponsored by Isaac Heating & Air Conditioning · New York · Construction

$24M in assets, 449 participants

Isaac Heating & Air Conditioning's Isaac Heating & Air Conditioning, Inc. 401(k) Plan reported $24M in total assets and 449 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #7,820 in Construction (9,927 peers)

Where Isaac Heating & Air Conditioning, Inc. 401(k) Plan sits by assets

Isaac Heating & Air Conditioning, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $24M for 449 participants (~$52,536/participant), down 0.7% in 2022.

#7,820
in Construction (9,927 peers)
-0.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $165K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Isaac Heating & Air Conditioning, Inc. 401(k) Plan's outsized position by total assets

Isaac Heating & Air Conditioning, Inc. 401(k) Plan vs every filed plan by assets

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

$23,588,779 Top 20% higher than 80% 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

Isaac 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. Isaac Heating & Air Conditioning, Inc. 401(k) Plan sits mid-pack in the medium band (449 participants).

Form 5500 schedule snapshot

Filing strip 160908242 · Isaac Heating & Air Conditioning PY 2022 · 401(k)

Isaac Heating & Air Conditioning, Inc. 401(k) Plan · $24M · 449 · 80th

  • PART $24M
  • TYPE 449
  • NET 80th
  • BOOK 401(k)
  • VS-ST near Rincon Consultants, Inc. 401(k) and Profit Sharing Plan
  • BOY ind #7820

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 New York →

Isaac Heating & Air Conditioning, Inc. 401(k) Plan in the asset neighbourhood

Isaac Heating & Air Conditioning, Inc. 401(k) PlanIsaac Heating & Air Conditio…$24MRincon Consultants, Inc. 401(k) and Profit Sharing PlanRincon Consultants, Inc. 401…$24MState Bank of Southern Utah Profit Sharing 401(k) PlanState Bank of Southern Utah …$24MTyndall Federal Credit Union 401(k) PlanTyndall Federal Credit Union…$24MZagg Inc. 401(k) Plan$24M
End-of-year total assets ($M) among Isaac Heating & Air Conditioning, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$24M
Net Income-$165K
Employer EIN160908242
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Isaac Heating & Air Conditioning)

Sponsor-wide plan assets over time

All Isaac Heating & Air Conditioning plans reported in each filing year

Latest sponsor-wide plan assets
$28M 20.61558591057214% vs 2022
2023 filing year
$22M$24M$26M$28M$30M 20222023 $23.6M $28.5M ▲ +20.6%
Year Plans Participants Total Assets
2022 1 449 $24M
2023 1 507 $28M

Nearby 401(k) Plans in New York

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

Isaac Heating & Air Conditioning, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Isaac Heating & Air Conditioning, Inc. 401(k) Plan, Total assets ($B): 0.023588779 · Participants: 449Isaac Heating & Air Conditioning, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Isaac Heating & Air Conditioning, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Isaac Heating & Air Conditioning, Inc. 401(k) Plan side-by-side with 3 peers →

Isaac Heating & Air Conditioning, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Rincon Consultants, Inc. 401(k) and Profit Sharing Plan in CA ($24M); by covered participants it is Hatco Corporation 401(k) Trust in WI (449 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (449 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 Isaac Heating & Air Conditioning, Inc. 401(k) Plan assets move in 2022? ▼
Isaac Heating & Air Conditioning, Inc. 401(k) Plan held essentially flat - down 0.7% during 2022, from $24M to $24M. Reported net income was -$165K.
How have Isaac Heating & Air Conditioning plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Isaac Heating & Air Conditioning's sponsor-wide assets grew 20.6%, from $24M to $28M.
Where does Isaac Heating & Air Conditioning, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Isaac Heating & Air Conditioning, Inc. 401(k) Plan ranks in the 80th 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 Isaac Heating & Air Conditioning, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rincon Consultants, Inc. 401(k) and Profit Sharing Plan in CA ($24M, 348 participants).
Which 401(k) plans cover a similar participant headcount to Isaac Heating & Air Conditioning, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hatco Corporation 401(k) Trust in WI (449 participants, $60M 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 160908242.

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.