401(k) · DOL Form 5500 · 2023

Aero Heating & Ventilating, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
64
Participants Small participant base
52nd
Percentile by assets National rank
$112,912
Avg per participant Below avg balance/head
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Official DOL plan name: Aero Heating & Ventilating, Inc. Employee Stock Ownership 401(k) Plan · Sponsored by Aero Heating & Ventilating, Inc. · Maine · Construction

$7M in assets, 64 participants

Aero Heating & Ventilating, Inc.'s Aero Heating & Ventilating, Inc. Employee Stock Ownership 401(k) Plan reported $7M in total assets and 64 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #4,498 in Construction (9,030 peers)

Aero Heating & Ventilating, Inc. multi-year trail

Aero Heating & Ventilating, Inc.'s plans moved +35.0% in assets from 2022 to 2024; this filing shows Aero Heating & Ventilating, Inc. Employee Stock Ownership 401(k) Plan at $7M / 64 participants.

#4,498
in Construction (9,030 peers)
+17.8%
assets growth YoY

Aero Heating & Ventilating, Inc. Employee Stock Ownership 401(k) Plan's mid-pack asset rank among Construction and all filers

Aero Heating & Ventilating, Inc. Employee Stock Ownership 401(k) Plan vs every filed plan by assets

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

$7,226,349 Top 48% higher than 52% 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

Aero Heating & Ventilating, 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. Aero Heating & Ventilating, Inc. Employee Stock Ownership 401(k) Plan is a small filing (64 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aero Heating & Ventilating, Inc. Employee Stock Ownership 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Aero Heating & Ventilating, Inc. Employee Stock Ownership 401(k) Plan reported net income rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Aero Heating & Ventilating, Inc. Employee Stock Ownership 401(k) Plan reported participants fell from 66 in the plan year 2022 filing to 64 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 010460649 · Aero Heating & Ventilating, Inc. PY 2023 · 401(k)

Aero Heating & Ventilating, Inc. Employee Stock Ownership 401(k) Plan · $7M · 64 · 52nd

  • BOY $7M
  • BOY 64
  • BOY 52nd
  • BOY 401(k)
  • BOY near Every Child's Hope 401(k) Plan
  • BOY ind #4498

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 →

Aero Heating & Ventilating, Inc. Employee Stock Ownership 401(k) Plan in the asset neighbourhood

Aero Heating & Ventilating, Inc. Employee Stock Ownership 401(k) PlanAero Heating & Ventilating, …$7MEvery Child's Hope 401(k) PlanEvery Child's Hope 401(k) Pl…$7MHeritage Group Profit Sharing PlanHeritage Group Profit Sharin…$7MBondhus Corporation 401(k) Plan and TrustBondhus Corporation 401(k) P…$7MAnastasia Beverly Hills LLC 401(k) PlanAnastasia Beverly Hills LLC …$7M
End-of-year total assets ($M) among Aero Heating & Ventilating, Inc. Employee Stock Ownership 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Aero Heating & Ventilating, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Aero Heating & Ventilating, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 35.01721582078922% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6.14M $8.28M ▲ +34.9%
Year Plans Participants Total Assets
2022 1 66 $6M
2023 1 64 $7M
2024 1 59 $8M

Aero Heating & Ventilating, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN010460649
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maine

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

Aero Heating & Ventilating, 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 ($B) Participants Aero Heating & Ventilating, Inc. Employee Stock Ownership 401(k) Plan, Total assets ($B): 0.007226349 · Participants: 64Aero Heating & Ventilating, 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
Aero Heating & Ventilating, Inc. Employee Stock Ownership 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants
Compare Aero Heating & Ventilating, Inc. Employee Stock Ownership 401(k) Plan side-by-side with 3 peers →

Aero Heating & Ventilating, 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 Every Child's Hope 401(k) Plan in MO ($7M); by covered participants it is Ekso Bionics 401(k) Plan in CA (64 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (64 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 Aero Heating & Ventilating, Inc. Employee Stock Ownership 401(k) Plan assets move in 2023? ▼
Aero Heating & Ventilating, Inc. Employee Stock Ownership 401(k) Plan grew sharply - up 17.8% during 2023, from $6M to $7M. Reported net income was $1M.
How have Aero Heating & Ventilating, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aero Heating & Ventilating, Inc.'s sponsor-wide assets grew 35.0%, from $6M to $8M.
Which 401(k) plans are similar in size to Aero Heating & Ventilating, Inc. Employee Stock Ownership 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Every Child's Hope 401(k) Plan in MO ($7M, 242 participants).
Which 401(k) plans cover a similar participant headcount to Aero Heating & Ventilating, Inc. Employee Stock Ownership 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ekso Bionics 401(k) Plan in CA (64 participants, $6M 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 010460649.

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.