401(k) · DOL Form 5500 · 2023

Hvac Services, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
41
Participants Small participant base
70th
Percentile by assets National rank
$425,252
Avg per participant High balance/head
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Official DOL plan name: Hvac Services, Inc. Employee Stock Ownership 401(k) Plan · Sponsored by Hvac Services, Inc. · Maine · Construction

$17M in assets, 41 participants

Hvac Services, Inc.'s Hvac Services, Inc. Employee Stock Ownership 401(k) Plan reported $17M in total assets and 41 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #6,216 in Construction (9,030 peers)

Hvac Services, Inc. multi-year trail

Hvac Services, Inc.'s plans moved +28.7% in assets from 2022 to 2024; this filing shows Hvac Services, Inc. Employee Stock Ownership 401(k) Plan at $17M / 41 participants.

#6,216
in Construction (9,030 peers)
+20.1%
assets growth YoY

Hvac Services, Inc. Employee Stock Ownership 401(k) Plan's outsized position by total assets

Hvac Services, Inc. Employee Stock Ownership 401(k) Plan vs every filed plan by assets

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

$17,435,352 Top 30% higher than 70% 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

Hvac Services, Inc. Employee Stock Ownership 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hvac Services, Inc. Employee Stock Ownership 401(k) Plan is a small filing (41 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hvac Services, Inc. Employee Stock Ownership 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Hvac Services, Inc. Employee Stock Ownership 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 010451459 · Hvac Services, Inc. PY 2023 · 401(k)

Hvac Services, Inc. Employee Stock Ownership 401(k) Plan · $17M · 41 · 70th

  • TYPE $17M
  • TYPE 41
  • TYPE 70th
  • TYPE 401(k)
  • TYPE near Realty Management and Advisors Employee Retirement
  • TYPE ind #6216

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 Maine →

Hvac Services, Inc. Employee Stock Ownership 401(k) Plan in the asset neighbourhood

Hvac Services, Inc. Employee Stock Ownership 401(k) PlanHvac Services, Inc. Employee…$17MRealty Management and Advisors Employee RetirementRealty Management and Adviso…$17MArt Supply Enterprises, Inc. 401(k) Profit Sharing PlanArt Supply Enterprises, Inc.…$17MWomen's Specialists of New Mexico Ltd. Profit Sharing 401(k) PlanWomen's Specialists of New M…$17MA.C.S. & Sons, Inc. Profit Sharing 401(k) PlanA.C.S. & Sons, Inc. Profit S…$17M
End-of-year total assets ($M) among Hvac Services, Inc. Employee Stock Ownership 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hvac Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Hvac Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 28.66225563632102% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $14.5M $18.7M ▲ +28.7%
Year Plans Participants Total Assets
2022 1 41 $15M
2023 1 41 $17M
2024 1 48 $19M

Hvac Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN010451459
Plan Effective Date2017-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maine

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

Hvac Services, Inc. Employee Stock Ownership 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Hvac Services, Inc. Employee Stock Ownership 401(k) Plan, Total assets ($B): 0.017435352 · Participants: 41Hvac Services, Inc. Employee Stock Ownership 401(k) PlanTd 401(k) Retirement Plan, Total assets ($B): 4.942173822 · Participants: 30094Td 401(k) Retirement PlanUnum Group 401(k) Retirement Plan, Total assets ($B): 2.163858906 · Participants: 9604Unum Group 401(k) Retirement PlanIdexx Retirement and Incentive Savings Plan, Total assets ($B): 1.048053529 · Participants: 6594Idexx Retirement and Incentive Savings PlanHannaford Bros. Co. 401(k) Plan, Total assets ($B): 0.986043827 · Participants: 29370Hannaford Bros. Co. 401(k) PlanL.L. Bean 401(k) Retirement Savings Plan, Total assets ($B): 0.721305706 · Participants: 7173L.L. Bean 401(k) Retirement Savings Plan
Hvac Services, Inc. Employee Stock Ownership 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants
Compare Hvac Services, Inc. Employee Stock Ownership 401(k) Plan side-by-side with 3 peers →

Hvac Services, Inc. Employee Stock Ownership 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maine, the nearest 401(k) by assets is Realty Management and Advisors Employee Retirement in IL ($17M); by covered participants it is Houston Vehicle Leasing 401(k) Plan in TX (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 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 Hvac Services, Inc. Employee Stock Ownership 401(k) Plan assets move in 2023? ▼
Hvac Services, Inc. Employee Stock Ownership 401(k) Plan grew sharply - up 20.1% during 2023, from $15M to $17M. Reported net income was $3M.
How have Hvac Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hvac Services, Inc.'s sponsor-wide assets grew 28.7%, from $15M to $19M.
Which 401(k) plans are similar in size to Hvac Services, Inc. Employee Stock Ownership 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Realty Management and Advisors Employee Retirement in IL ($17M, 176 participants).
Which 401(k) plans cover a similar participant headcount to Hvac Services, Inc. Employee Stock Ownership 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Houston Vehicle Leasing 401(k) Plan in TX (41 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 010451459.

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.