401(k) · DOL Form 5500 · 2023

Heat Transfer Research, Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
91
Participants Small participant base
81st
Percentile by assets National rank
$381,800
Avg per participant High balance/head
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Official DOL plan name: Heat Transfer Research, Inc. 401(k) Plan · Sponsored by Heat Transfer Research, Inc. · Texas · Manufacturing

$35M in assets, 91 participants

Heat Transfer Research, Inc.'s Heat Transfer Research, Inc. 401(k) Plan reported $35M in total assets and 91 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #13,769 in Manufacturing (18,722 peers)

Where Heat Transfer Research, Inc. 401(k) Plan sits by assets

Heat Transfer Research, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $35M for 91 participants (~$381,800/participant), up 21.3% in 2023.

#13,769
in Manufacturing (18,722 peers)
+21.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Heat Transfer Research, Inc. 401(k) Plan's outsized position by total assets

Heat Transfer Research, Inc. 401(k) Plan vs every filed plan by assets

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

$34,743,775 Top 19% higher than 81% 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

Heat Transfer Research, Inc. 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. Heat Transfer Research, Inc. 401(k) Plan is a small filing (91 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heat Transfer Research, Inc. 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Heat Transfer Research, Inc. 401(k) Plan end-of-year assets rose from $29M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Heat Transfer Research, Inc. 401(k) Plan reported participants fell from 92 in the plan year 2022 filing to 91 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 730723287 · Heat Transfer Research, Inc. PY 2023 · 401(k)

Heat Transfer Research, Inc. 401(k) Plan · $35M · 91 · 81st

  • 5500 $35M
  • ASSETS 91
  • PCT 81st
  • EIN 401(k)
  • RANK near Igi 401(k) Profit Sharing Plan and Trust
  • PHOTO ind #13769

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 Manufacturing retirement plans → · Plans in Texas →

Heat Transfer Research, Inc. 401(k) Plan in the asset neighbourhood

Finn Dixon & Herling LLP 401(k) Profit Sharing PlanFinn Dixon & Herling LLP 401…$35MHeat Transfer Research, Inc. 401(k) PlanHeat Transfer Research, Inc.…$35MIgi 401(k) Profit Sharing Plan and TrustIgi 401(k) Profit Sharing Pl…$35MTca 401(k) Retirement Savings PlanTca 401(k) Retirement Saving…$35MThe Alexander Dawson School 401(k) PlanThe Alexander Dawson School …$35M
End-of-year total assets ($M) among Heat Transfer Research, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$35M
Net Income$6M
Employer EIN730723287
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heat Transfer Research, Inc.)

Sponsor-wide plan assets over time

All Heat Transfer Research, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 30.815910145914867% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.7M $37.5M ▲ +30.8%
Year Plans Participants Total Assets
2022 1 92 $29M
2023 1 91 $35M
2024 1 94 $37M

Nearby 401(k) Plans in Texas

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

Heat Transfer Research, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Heat Transfer Research, Inc. 401(k) Plan, Total assets ($B): 0.034743775 · Participants: 91Heat Transfer Research, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Heat Transfer Research, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Heat Transfer Research, Inc. 401(k) Plan side-by-side with 3 peers →

Heat Transfer Research, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Igi 401(k) Profit Sharing Plan and Trust in PA ($35M); by covered participants it is Techaspect 401(k) Plan in CA (91 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (91 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 Heat Transfer Research, Inc. 401(k) Plan assets move in 2023? ▼
Heat Transfer Research, Inc. 401(k) Plan grew sharply - up 21.3% during 2023, from $29M to $35M. Reported net income was $6M.
How have Heat Transfer Research, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heat Transfer Research, Inc.'s sponsor-wide assets grew 30.8%, from $29M to $37M.
Where does Heat Transfer Research, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Heat Transfer Research, Inc. 401(k) Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Heat Transfer Research, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Igi 401(k) Profit Sharing Plan and Trust in PA ($35M, 265 participants).
Which 401(k) plans cover a similar participant headcount to Heat Transfer Research, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Techaspect 401(k) Plan in CA (91 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 730723287.

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.