401(k) · DOL Form 5500 · 2023
D.J. Heating & Air Conditioning, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 33
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $86,456
- Avg per participant Below avg balance/head
Official DOL plan name: D.J. Heating & Air Conditioning, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by D.J. Heating & Air Conditioning, Inc. · New York · Construction
$3M in assets, 33 participants
D.J. Heating & Air Conditioning, Inc.'s D.J. Heating & Air Conditioning, Inc. 401(k) Profit Sharing Plan and Trust reported $3M in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.
- #2,969 in Construction (9,030 peers)
D.J. Heating & Air Conditioning, Inc. multi-year trail
D.J. Heating & Air Conditioning, Inc.'s plans moved +63.5% in assets from 2022 to 2024; this filing shows D.J. Heating & Air Conditioning, Inc. 401(k) Profit Sharing Plan and Trust at $3M / 33 participants.
- #2,969
- in Construction (9,030 peers)
- +33.3%
- assets growth YoY
D.J. Heating & Air Conditioning, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Construction and all filers
D.J. Heating & Air Conditioning, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,853,053 35th percentile higher than 35% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
D.J. Heating & Air Conditioning, Inc. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. D.J. Heating & Air Conditioning, Inc. 401(k) Profit Sharing Plan and Trust is a small filing (33 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- D.J. Heating & Air Conditioning, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$686K in the plan year 2022 filing to $711K in the plan year 2023 filing.
- D.J. Heating & Air Conditioning, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- D.J. Heating & Air Conditioning, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 31 in the plan year 2022 filing to 33 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 141547986 · D.J. Heating & Air Conditioning, Inc. PY 2023 · 401(k)
D.J. Heating & Air Conditioning, Inc. 401(k) Profit Sharing Plan and Trust · $3M · 33 · 35th
- PART $3M
- TYPE 33
- NET 35th
- BOOK 401(k)
- VS-ST near Diligent Enterprise Inc. Retirement Plan
- BOY ind #2969
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 New York →
D.J. Heating & Air Conditioning, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
D.J. Heating & Air Conditioning, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All D.J. Heating & Air Conditioning, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 63.488863906309724% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 31 | $2M |
| 2023 | 1 | 33 | $3M |
| 2024 | 1 | 31 | $3M |
D.J. Heating & Air Conditioning, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $711K |
| Employer EIN | 141547986 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
D.J. Heating & Air Conditioning, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Diligent Enterprise Inc. Retirement Plan in CT ($3M); by covered participants it is Taylor Automotive Group 401(k) Plan in TN (33 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Diligent Enterprise Inc. Retirement Plan (CT) $3M · 81
- Union Pacific Fruit Express Company Agreement Employee 401(k) Retirement Thrift Plan (NE) $3M · N/A
- Piedmont Automotive Products, Inc. Profit Sharing with 401(k) Plan (GA) $3M · 94
- Cascade Management, Inc 401(k) Profit Sharing Plan (OR) $3M · 181
Similar participant headcount
Nearest other-state filings by covered participants (33 participants); asset peers above are excluded.
- Taylor Automotive Group 401(k) Plan (TN) 33 · 0 off
- Rmsource, Inc. 401(k) Plan (NC) 33 · 0 off
- Cascades Technologies 401(k) Plan and Trust (VA) 33 · 0 off
- Baldwin Metals Company, Inc. 401(k) Plan (TX) 33 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.