Defined Benefit (Pension) · DOL Form 5500 · 2023

C.L Hvac, Inc. Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
3
Participants Small participant base
40th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: C.L Hvac, Inc. Defined Benefit Plan · Sponsored by C.L Hvac, Inc. · New York · Professional & Technical Services

$4M in assets, 3 participants

C.L Hvac, Inc.'s C.L Hvac, Inc. Defined Benefit Plan reported $4M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,606 in Professional & Technical Services (20,321 peers)

C.L Hvac, Inc. multi-year trail

C.L Hvac, Inc.'s plans moved +28.7% in assets from 2022 to 2023; this filing shows C.L Hvac, Inc. Defined Benefit Plan at $4M / 3 participants.

#7,606
in Professional & Technical Services (20,321 peers)
+28.7%
assets growth YoY

C.L Hvac, Inc. Defined Benefit Plan's mid-pack asset rank among Professional & Technical Services and all filers

C.L Hvac, Inc. Defined Benefit Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,960,456 40th percentile higher than 40% of 127,068 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 2023

C.L Hvac, Inc. Defined Benefit Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. C.L Hvac, Inc. Defined Benefit Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • C.L Hvac, Inc. Defined Benefit Plan reported net income rose from -$301K in the plan year 2022 filing to $882K in the plan year 2023 filing.
  • C.L Hvac, Inc. Defined Benefit Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 474779076 · C.L Hvac, Inc. PY 2023 · Defined Benefit (Pension)

C.L Hvac, Inc. Defined Benefit Plan · $4M · 3 · 40th

  • 5500 $4M
  • ASSETS 3
  • PCT 40th
  • EIN Defined Benefit (Pension)
  • RANK near Navid Navizadeh, M.D., Inc. Defined Benefit Pension Plan
  • PHOTO ind #7606

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 Professional & Technical Services retirement plans → · Plans in New York →

C.L Hvac, Inc. Defined Benefit Plan in the asset neighbourhood

County Concrete Corporation Union Pension Plan for Hourly EmployeesCounty Concrete Corporation …$4MC.L Hvac, Inc. Defined Benefit PlanC.L Hvac, Inc. Defined Benef…$4MNavid Navizadeh, M.D., Inc. Defined Benefit Pension PlanNavid Navizadeh, M.D., Inc. …$4MPfeiffer Foods Hourly Employees Pension PlanPfeiffer Foods Hourly Employ…$4MBi Technologies Corporation Retirement PlanBi Technologies Corporation …$4M
End-of-year total assets ($M) among C.L Hvac, Inc. Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

C.L Hvac, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All C.L Hvac, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 28.662219668044216% vs 2022
2023 filing year
$2.5M$3M$3.5M$4M$4.5M 20222023 $3.08M $3.96M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 3 $3M
2023 1 3 $4M

C.L Hvac, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$882K
Employer EIN474779076
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

C.L Hvac, Inc. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants C.L Hvac, Inc. Defined Benefit Plan, Total assets ($B): 0.003960456 · Participants: 3C.L Hvac, Inc. Defined Benefit PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
C.L Hvac, Inc. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare C.L Hvac, Inc. Defined Benefit Plan side-by-side with 3 peers →

C.L Hvac, Inc. Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Navid Navizadeh, M.D., Inc. Defined Benefit Pension Plan in CA ($4M); by covered participants it is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did C.L Hvac, Inc. Defined Benefit Plan assets move in 2023? ▼
C.L Hvac, Inc. Defined Benefit Plan grew sharply - up 28.7% during 2023, from $3M to $4M. Reported net income was $882K.
How have C.L Hvac, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), C.L Hvac, Inc.'s sponsor-wide assets grew 28.7%, from $3M to $4M.
Which Defined Benefit (Pension) plans are similar in size to C.L Hvac, Inc. Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Navid Navizadeh, M.D., Inc. Defined Benefit Pension Plan in CA ($4M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to C.L Hvac, Inc. Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 474779076.

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.