401(k) · DOL Form 5500 · 2022

Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
263
Participants Below avg headcount
34th
Percentile by assets National rank
$7,492
Avg per participant Low balance/head
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Official DOL plan name: Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan · Sponsored by Jon Wayne Heating & Air Conditioning, Ltd. · Texas · Construction

$2M in assets, 263 participants

Jon Wayne Heating & Air Conditioning, Ltd.'s Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan reported $2M in total assets and 263 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.

  • #3,100 in Construction (9,927 peers)

Coverage in Texas

Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan covers 263 participants in Texas, about 38% of the average Texas filer (state average ~688 per filing). Assets: $2M.

#3,100
in Construction (9,927 peers)
-15.9%
assets change YoY

The plan reported a net loss of $373K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan's mid-pack asset rank among Construction and all filers

Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan vs every filed plan by assets

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

$1,970,459 34th percentile higher than 34% 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

Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan 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. Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan sits mid-pack in the medium band (263 participants).

Form 5500 schedule snapshot

Filing strip 743018497 · Jon Wayne Heating & Air Conditioning, Ltd. PY 2022 · 401(k)

Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan · $2M · 263 · 34th

  • ASSETS $2M
  • PCT 263
  • EIN 34th
  • RANK 401(k)
  • PHOTO near Peter Dan Butler II 401(k) Plan
  • IND ind #3100

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 Texas →

Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan in the asset neighbourhood

Jon Wayne Heating & Air Conditioning, Ltd. 401(k) PlanJon Wayne Heating & Air Cond…$2MPeter Dan Butler II 401(k) PlanPeter Dan Butler II 401(k) P…$2MLansdowne Resort & Spa 401(k) PlanLansdowne Resort & Spa 401(k…$2MCraig Warschauer, M.D., P.C. Profit Sharing PlanCraig Warschauer, M.D., P.C.…$2MTozour Energy Systems 401(k) PlanTozour Energy Systems 401(k)…$2M
End-of-year total assets ($M) among Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$373K
Employer EIN743018497
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jon Wayne Heating & Air Conditioning, Ltd.)

Sponsor-wide plan assets over time

All Jon Wayne Heating & Air Conditioning, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 82.36608830734362% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M$4M 202220232024 $1.97M $3.59M ▲ +82.2%
Year Plans Participants Total Assets
2022 1 263 $2M
2023 1 306 $3M
2024 1 226 $4M

Nearby 401(k) Plans in Texas

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

Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan, Total assets ($B): 0.001970459 · Participants: 263Jon Wayne Heating & Air Conditioning, Ltd. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan side-by-side with 3 peers →

Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Peter Dan Butler II 401(k) Plan in CA ($2M); by covered participants it is 2nd Watch 401(k) Plan in WA (263 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (263 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 Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan assets move in 2022? ▼
Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan declined sharply - down 15.9% during 2022, from $2M to $2M. Reported net income was -$373K.
How have Jon Wayne Heating & Air Conditioning, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jon Wayne Heating & Air Conditioning, Ltd.'s sponsor-wide assets grew 82.4%, from $2M to $4M.
Which 401(k) plans are similar in size to Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Peter Dan Butler II 401(k) Plan in CA ($2M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 2nd Watch 401(k) Plan in WA (263 participants, $11M 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 743018497.

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.