Defined Benefit (Pension) · DOL Form 5500 · 2022

Heat and Control, Inc. Pension Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
134
Participants Small participant base
85th
Percentile by assets National rank
$277,520
Avg per participant High balance/head
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Official DOL plan name: Pension Plan for the Employees of Heat and Control, Inc. · Sponsored by Heat and Control, Inc. · California · Manufacturing

$37M in assets, 134 participants

Heat and Control, Inc.'s Pension Plan for the Employees of Heat and Control, Inc. reported $37M in total assets and 134 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #16,236 in Manufacturing (20,602 peers)

Coverage in California

Pension Plan for the Employees of Heat and Control, Inc. covers 134 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $37M.

#16,236
in Manufacturing (20,602 peers)
-15.7%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pension Plan for the Employees of Heat and Control, Inc.'s outsized position by total assets

Pension Plan for the Employees of Heat and Control, Inc. vs every filed plan by assets

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

$37,187,640 Top 15% higher than 85% 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

Pension Plan for the Employees of Heat and Control, Inc. 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. Pension Plan for the Employees of Heat and Control, Inc. sits mid-pack in the medium band (134 participants).

EBSA filing schedule strip

Filing strip 941150095 · Heat and Control, Inc. PY 2022 · Defined Benefit (Pension)

Pension Plan for the Employees of Heat and Control, Inc. · $37M · 134 · 85th

  • PCT $37M
  • PCT 134
  • PCT 85th
  • PCT Defined Benefit (Pension)
  • PCT near Retirement Plan for Employees of Ranken Technical College
  • PCT ind #16236

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 Manufacturing retirement plans → · Plans in California →

Pension Plan for the Employees of Heat and Control, Inc. in the asset neighbourhood

Material Yard Workers Local No. 1175 Pension FundMaterial Yard Workers Local …$37MRetirement Plan for Employees of Ranken Technical CollegeRetirement Plan for Employee…$37MPension Plan for the Employees of Heat and Control, Inc.Pension Plan for the Employe…$37MRadio, Tv & Recording Arts Pension FundRadio, Tv & Recording Arts P…$37MGoldenwest Federal Credit Union Defined Benefit Plan and TrustGoldenwest Federal Credit Un…$37M
End-of-year total assets ($M) among Pension Plan for the Employees of Heat and Control, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$37M
Net Income-$7M
Employer EIN941150095
Plan Effective Date1973-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heat and Control, Inc.)

Sponsor-wide plan assets over time

All Heat and Control, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$151M 28.80612861890412% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $117M $151M ▲ +28.8%
Year Plans Participants Total Assets
2022 2 692 $117M
2023 2 789 $134M
2024 2 847 $151M

Nearby Defined Benefit (Pension) Plans in California

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

Pension Plan for the Employees of Heat and Control, Inc. vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Pension Plan for the Employees of Heat and Control, Inc., Total assets ($B): 0.03718764 · Participants: 134Pension Plan for the Employees of Heat and Control, Inc.Kaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Pension Plan for the Employees of Heat and Control, Inc. vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Pension Plan for the Employees of Heat and Control, Inc. side-by-side with 3 peers →

Pension Plan for the Employees of Heat and Control, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Ranken Technical College in MO ($37M); by covered participants it is Retirement Plan for Employees of Diamond V Mills, LLC. in IA (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Pension Plan for the Employees of Heat and Control, Inc. assets move in 2022? ▼
Pension Plan for the Employees of Heat and Control, Inc. declined sharply - down 15.7% during 2022, from $44M to $37M. Reported net income was -$7M.
How have Heat and Control, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heat and Control, Inc.'s sponsor-wide assets grew 28.8%, from $117M to $151M.
Where does Pension Plan for the Employees of Heat and Control, Inc. rank by assets among Form 5500 filers? ▼
Pension Plan for the Employees of Heat and Control, Inc. ranks in the 85th 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 Defined Benefit (Pension) plans are similar in size to Pension Plan for the Employees of Heat and Control, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Ranken Technical College in MO ($37M, 169 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for the Employees of Heat and Control, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Diamond V Mills, LLC. in IA (134 participants, $24M 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 941150095.

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.