401(k) · DOL Form 5500 · 2023

Southern Hvac Corporation 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
508
Participants Below avg headcount
61st
Percentile by assets National rank
$21,959
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Southern Hvac Corporation 401(k) Plan · Sponsored by Southern Hvac Corporation · Florida · Construction

$11M in assets, 508 participants

Southern Hvac Corporation's Southern Hvac Corporation 401(k) Plan reported $11M in total assets and 508 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #5,362 in Construction (9,030 peers)

Southern Hvac Corporation multi-year trail

Southern Hvac Corporation's plans moved +169.1% in assets from 2022 to 2024; this filing shows Southern Hvac Corporation 401(k) Plan at $11M / 508 participants.

#5,362
in Construction (9,030 peers)
+100.9%
assets growth YoY

Southern Hvac Corporation 401(k) Plan's mid-pack asset rank among Construction and all filers

Southern Hvac Corporation 401(k) Plan vs every filed plan by assets

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

$11,155,249 Top 39% higher than 61% 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

Southern Hvac Corporation 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Hvac Corporation 401(k) Plan sits mid-pack in the medium band (508 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern Hvac Corporation 401(k) Plan reported net income rose from $277K in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Southern Hvac Corporation 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Southern Hvac Corporation 401(k) Plan reported participants rose from 450 in the plan year 2022 filing to 508 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 812606496 · Southern Hvac Corporation PY 2023 · 401(k)

Southern Hvac Corporation 401(k) Plan · $11M · 508 · 61st

  • VS-ST $11M
  • BOY 508
  • SCH 61st
  • EBSA 401(k)
  • PART near Family & Children Services, Inc. Retirement Plan
  • TYPE ind #5362

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 Florida →

Southern Hvac Corporation 401(k) Plan in the asset neighbourhood

Southern Hvac Corporation 401(k) PlanSouthern Hvac Corporation 40…$11MFamily & Children Services, Inc. Retirement PlanFamily & Children Services, …$11MLehigh Heavy Forge Corporation Union 401(k) Savings Plan & TrustLehigh Heavy Forge Corporati…$11MHarnish Auto Family Retirement PlanHarnish Auto Family Retireme…$11MVersant Dental 401(k) Retirement Savings PlanVersant Dental 401(k) Retire…$11M
End-of-year total assets ($M) among Southern Hvac Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Southern Hvac Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Southern Hvac Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$15M 169.0528622261717% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $5.55M $14.9M ▲ +169.2%
Year Plans Participants Total Assets
2022 1 450 $6M
2023 1 508 $11M
2024 1 894 $15M

Southern Hvac Corporation filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$11M
Net Income$6M
Employer EIN812606496
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Southern Hvac Corporation 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Southern Hvac Corporation 401(k) Plan, Total assets ($B): 0.011155249 · Participants: 508Southern Hvac Corporation 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Southern Hvac Corporation 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Southern Hvac Corporation 401(k) Plan side-by-side with 3 peers →

Southern Hvac Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Family & Children Services, Inc. Retirement Plan in MI ($11M); by covered participants it is Sciencelogic Inc. 401(k) Plan in VA (508 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (508 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 Southern Hvac Corporation 401(k) Plan assets move in 2023? ▼
Southern Hvac Corporation 401(k) Plan surged - up 100.9% during 2023, from $6M to $11M. Reported net income was $6M.
How have Southern Hvac Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Hvac Corporation's sponsor-wide assets grew 169.1%, from $6M to $15M.
Which 401(k) plans are similar in size to Southern Hvac Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Family & Children Services, Inc. Retirement Plan in MI ($11M, 116 participants).
Which 401(k) plans cover a similar participant headcount to Southern Hvac Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sciencelogic Inc. 401(k) Plan in VA (508 participants, $40M 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 812606496.

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.