401(k) · DOL Form 5500 · 2023

Chas Roberts Air Conditioning, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
633
Participants Below avg headcount
76th
Percentile by assets National rank
$38,105
Avg per participant Low balance/head
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Official DOL plan name: Chas Roberts Air Conditioning, Inc. 401(k) Plan · Sponsored by Chas Roberts Air Conditioning, Inc. · Arizona · Construction

$24M in assets, 633 participants

Chas Roberts Air Conditioning, Inc.'s Chas Roberts Air Conditioning, Inc. 401(k) Plan reported $24M in total assets and 633 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #6,727 in Construction (9,030 peers)

Where Chas Roberts Air Conditioning, Inc. 401(k) Plan sits by assets

Chas Roberts Air Conditioning, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $24M for 633 participants (~$38,105/participant), up 20.7% in 2023.

#6,727
in Construction (9,030 peers)
+20.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Chas Roberts Air Conditioning, Inc. 401(k) Plan's outsized position by total assets

Chas Roberts Air Conditioning, Inc. 401(k) Plan vs every filed plan by assets

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

$24,120,661 Top 24% higher than 76% 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

Chas Roberts Air Conditioning, Inc. 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. Chas Roberts Air Conditioning, Inc. 401(k) Plan sits mid-pack in the medium band (633 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chas Roberts Air Conditioning, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Chas Roberts Air Conditioning, Inc. 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Chas Roberts Air Conditioning, Inc. 401(k) Plan reported participants fell from 644 in the plan year 2022 filing to 633 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 860113254 · Chas Roberts Air Conditioning, Inc. PY 2023 · 401(k)

Chas Roberts Air Conditioning, Inc. 401(k) Plan · $24M · 633 · 76th

  • IND $24M
  • EOY 633
  • 5500 76th
  • ASSETS 401(k)
  • PCT near Huron Valley Steel Corporation 401(k) Plan
  • EIN ind #6727

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 Arizona →

Chas Roberts Air Conditioning, Inc. 401(k) Plan in the asset neighbourhood

Chas Roberts Air Conditioning, Inc. 401(k) PlanChas Roberts Air Conditionin…$24MHuron Valley Steel Corporation 401(k) PlanHuron Valley Steel Corporati…$24MHoliday Wholesale, Inc. Profit Sharing & 401(k) PlanHoliday Wholesale, Inc. Prof…$24MIms Companies, LLC Retirement Savings PlanIms Companies, LLC Retiremen…$24MRockford Toolcraft, Inc. Retirement PlanRockford Toolcraft, Inc. Ret…$24M
End-of-year total assets ($M) among Chas Roberts Air Conditioning, 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)$20M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN860113254
Plan Effective Date1998-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chas Roberts Air Conditioning, Inc.)

Sponsor-wide plan assets over time

All Chas Roberts Air Conditioning, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 45.90107944329046% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20M $29.2M ▲ +45.9%
Year Plans Participants Total Assets
2022 1 644 $20M
2023 1 633 $24M
2024 1 647 $29M

Nearby 401(k) Plans in Arizona

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

Chas Roberts Air Conditioning, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Chas Roberts Air Conditioning, Inc. 401(k) Plan, Total assets ($B): 0.024120661 · Participants: 633Chas Roberts Air Conditioning, Inc. 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Chas Roberts Air Conditioning, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Chas Roberts Air Conditioning, Inc. 401(k) Plan side-by-side with 3 peers →

Chas Roberts Air Conditioning, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Huron Valley Steel Corporation 401(k) Plan in MI ($24M); by covered participants it is Apptio Retirement Plan in WA (633 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (633 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 Chas Roberts Air Conditioning, Inc. 401(k) Plan assets move in 2023? ▼
Chas Roberts Air Conditioning, Inc. 401(k) Plan grew sharply - up 20.7% during 2023, from $20M to $24M. Reported net income was $4M.
How have Chas Roberts Air Conditioning, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chas Roberts Air Conditioning, Inc.'s sponsor-wide assets grew 45.9%, from $20M to $29M.
Where does Chas Roberts Air Conditioning, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Chas Roberts Air Conditioning, Inc. 401(k) Plan ranks in the 76th 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 Chas Roberts Air Conditioning, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Huron Valley Steel Corporation 401(k) Plan in MI ($24M, 207 participants).
Which 401(k) plans cover a similar participant headcount to Chas Roberts Air Conditioning, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Apptio Retirement Plan in WA (633 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 860113254.

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.