401(k) · DOL Form 5500 · 2023

Beverly Heating and Cooling, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
67
Participants Small participant base
35th
Percentile by assets National rank
$43,516
Avg per participant Low balance/head
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Official DOL plan name: The Beverly Heating and Cooling, Inc. 401(k) Profit Sharing Plan · Sponsored by Beverly Heating and Cooling, Inc. · Pennsylvania · Construction

$3M in assets, 67 participants

Beverly Heating and Cooling, Inc.'s The Beverly Heating and Cooling, Inc. 401(k) Profit Sharing Plan reported $3M in total assets and 67 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.

  • #2,998 in Construction (9,030 peers)

Beverly Heating and Cooling, Inc. multi-year trail

Beverly Heating and Cooling, Inc.'s plans moved +46.1% in assets from 2022 to 2024; this filing shows The Beverly Heating and Cooling, Inc. 401(k) Profit Sharing Plan at $3M / 67 participants.

#2,998
in Construction (9,030 peers)
+24.3%
assets growth YoY

The Beverly Heating and Cooling, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Construction and all filers

The Beverly Heating and Cooling, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,915,573 35th percentile higher than 35% 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

The Beverly Heating and Cooling, Inc. 401(k) Profit Sharing 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. The Beverly Heating and Cooling, Inc. 401(k) Profit Sharing Plan is a small filing (67 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Beverly Heating and Cooling, Inc. 401(k) Profit Sharing Plan reported net income rose from -$423K in the plan year 2022 filing to $570K in the plan year 2023 filing.
  • The Beverly Heating and Cooling, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Beverly Heating and Cooling, Inc. 401(k) Profit Sharing Plan reported participants fell from 70 in the plan year 2022 filing to 67 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 251624071 · Beverly Heating and Cooling, Inc. PY 2023 · 401(k)

The Beverly Heating and Cooling, Inc. 401(k) Profit Sharing Plan · $3M · 67 · 35th

  • VS-ST $3M
  • VS-ST 67
  • VS-ST 35th
  • VS-ST 401(k)
  • VS-ST near Orchard-Rite Ltd Inc 401(k) Plan
  • VS-ST ind #2998

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 Pennsylvania →

The Beverly Heating and Cooling, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

The Beverly Heating and Cooling, Inc. 401(k) Profit Sharing PlanThe Beverly Heating and Cool…$3MOrchard-Rite Ltd Inc 401(k) PlanOrchard-Rite Ltd Inc 401(k) …$3MSeven 401(k) Plan$3MCintel, Inc. 401(k) Profit Sharing PlanCintel, Inc. 401(k) Profit S…$3MCalifornia Fish Grill, LLC 401(k) PlanCalifornia Fish Grill, LLC 4…$3M
End-of-year total assets ($M) among The Beverly Heating and Cooling, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Beverly Heating and Cooling, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Beverly Heating and Cooling, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 46.08034285621706% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.35M $3.43M ▲ +46.0%
Year Plans Participants Total Assets
2022 1 70 $2M
2023 1 67 $3M
2024 1 61 $3M

Beverly Heating and Cooling, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$570K
Employer EIN251624071
Plan Effective Date1998-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

The Beverly Heating and Cooling, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants The Beverly Heating and Cooling, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.002915573 · Participants: 67The Beverly Heating and Cooling, Inc. 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
The Beverly Heating and Cooling, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare The Beverly Heating and Cooling, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Beverly Heating and Cooling, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Orchard-Rite Ltd Inc 401(k) Plan in WA ($3M); by covered participants it is School Innovations & Achievement 401(k) Profit Sharing Plan in CA (67 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 (67 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 The Beverly Heating and Cooling, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
The Beverly Heating and Cooling, Inc. 401(k) Profit Sharing Plan grew sharply - up 24.3% during 2023, from $2M to $3M. Reported net income was $570K.
How have Beverly Heating and Cooling, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beverly Heating and Cooling, Inc.'s sponsor-wide assets grew 46.1%, from $2M to $3M.
Which 401(k) plans are similar in size to The Beverly Heating and Cooling, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Orchard-Rite Ltd Inc 401(k) Plan in WA ($3M, 180 participants).
Which 401(k) plans cover a similar participant headcount to The Beverly Heating and Cooling, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is School Innovations & Achievement 401(k) Profit Sharing Plan in CA (67 participants, N/A 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 251624071.

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.