401(k) · DOL Form 5500 · 2022

Pharo Heating Company, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
27
Participants Small participant base
41st
Percentile by assets National rank
$114,096
Avg per participant Below avg balance/head
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Official DOL plan name: Pharo Heating Savings & Retirement Plan · Sponsored by Pharo Heating Company, Inc. · Wisconsin · Construction

$3M in assets, 27 participants

Pharo Heating Company, Inc.'s Pharo Heating Savings & Retirement Plan reported $3M in total assets and 27 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #3,894 in Construction (9,927 peers)

Pharo Heating Company, Inc. multi-year trail

Pharo Heating Company, Inc.'s plans moved +27.5% in assets from 2022 to 2024; this filing shows Pharo Heating Savings & Retirement Plan at $3M / 27 participants.

#3,894
in Construction (9,927 peers)
+20.8%
assets growth YoY

Pharo Heating Savings & Retirement Plan's mid-pack asset rank among Construction and all filers

Pharo Heating Savings & Retirement Plan vs every filed plan by assets

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

$3,080,602 41st percentile higher than 41% 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

Pharo Heating Savings & Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pharo Heating Savings & Retirement Plan is a small filing (27 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 391628675 · Pharo Heating Company, Inc. PY 2022 · 401(k)

Pharo Heating Savings & Retirement Plan · $3M · 27 · 41st

  • EOY $3M
  • EOY 27
  • EOY 41st
  • EOY 401(k)
  • EOY near Wagner Greenhouses, Inc. 401(k) Retirement Savings Plan
  • EOY ind #3894

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 Wisconsin →

Pharo Heating Savings & Retirement Plan in the asset neighbourhood

Pharo Heating Savings & Retirement PlanPharo Heating Savings & Reti…$3MWagner Greenhouses, Inc. 401(k) Retirement Savings PlanWagner Greenhouses, Inc. 401…$3MHospitality Group, LLC 401(k) PlanHospitality Group, LLC 401(k…$3MRagle Inc 401(k) Plan$3MVendetti Motors, Inc. 401(k) PlanVendetti Motors, Inc. 401(k)…$3M
End-of-year total assets ($M) among Pharo Heating Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pharo Heating Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Pharo Heating Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 27.456484154720407% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $3.08M $3.93M ▲ +27.6%
Year Plans Participants Total Assets
2022 1 27 $3M
2023 1 26 $3M
2024 1 25 $4M

Pharo Heating Company, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$531K
Employer EIN391628675
Plan Effective Date1990-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Pharo Heating Savings & Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Pharo Heating Savings & Retirement Plan, Total assets ($B): 0.003080602 · Participants: 27Pharo Heating Savings & Retirement PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Pharo Heating Savings & Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Pharo Heating Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Wagner Greenhouses, Inc. 401(k) Retirement Savings Plan in MN ($3M); by covered participants it is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (27 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Pharo Heating Savings & Retirement Plan assets move in 2022?
Pharo Heating Savings & Retirement Plan grew sharply - up 20.8% during 2022, from $3M to $3M. Reported net income was $531K.
How have Pharo Heating Company, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Pharo Heating Company, Inc.'s sponsor-wide assets grew 27.5%, from $3M to $4M.
Which 401(k) plans are similar in size to Pharo Heating Savings & Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Wagner Greenhouses, Inc. 401(k) Retirement Savings Plan in MN ($3M, 33 participants).
Which 401(k) plans cover a similar participant headcount to Pharo Heating Savings & Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (27 participants, $6M in assets).