Profit Sharing · DOL Form 5500 · 2023

Peters Heating & Air Conditioning, Inc. Profit Sharing Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
196
Participants Below avg headcount
67th
Percentile by assets National rank
$74,877
Avg per participant Below avg balance/head
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Official DOL plan name: Peters Heating and Air Conditioning, Inc Profit Sharing Plan · Sponsored by Peters Heating & Air Conditioning, Inc. · Illinois · Construction

$15M in assets, 196 participants

Peters Heating & Air Conditioning, Inc.'s Peters Heating and Air Conditioning, Inc Profit Sharing Plan reported $15M in total assets and 196 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #5,909 in Construction (9,030 peers)

Coverage in Illinois

Peters Heating and Air Conditioning, Inc Profit Sharing Plan covers 196 participants in Illinois, about 25% of the average Illinois filer (state average ~779 per filing). Assets: $15M.

#5,909
in Construction (9,030 peers)
+13.8%
assets growth YoY

Peters Heating and Air Conditioning, Inc Profit Sharing Plan's outsized position by total assets

Peters Heating and Air Conditioning, Inc Profit Sharing Plan vs every filed plan by assets

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

$14,675,892 Top 33% higher than 67% 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

Peters Heating and Air Conditioning, Inc Profit Sharing 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. Peters Heating and Air Conditioning, Inc Profit Sharing Plan sits mid-pack in the medium band (196 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Peters Heating and Air Conditioning, Inc Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Peters Heating and Air Conditioning, Inc Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 370892465 · Peters Heating & Air Conditioning, Inc. PY 2023 · Profit Sharing

Peters Heating and Air Conditioning, Inc Profit Sharing Plan · $15M · 196 · 67th

  • EIN $15M
  • EIN 196
  • EIN 67th
  • EIN Profit Sharing
  • EIN near Lloyd Pest Control Company Profit Sharing Plan
  • EIN ind #5909

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 Illinois →

Peters Heating and Air Conditioning, Inc Profit Sharing Plan in the asset neighbourhood

Valley Home Care, Inc. Defined Contribution Pension PlanValley Home Care, Inc. Defin…$15MPeters Heating and Air Conditioning, Inc Profit Sharing PlanPeters Heating and Air Condi…$15MLloyd Pest Control Company Profit Sharing PlanLloyd Pest Control Company P…$15MHolyoke Health Center, Inc. 403(b) PlanHolyoke Health Center, Inc. …$15MSuzanna's Kitchen, Inc. 401(k) and Profit Sharing PlanSuzanna's Kitchen, Inc. 401(…$15M
End-of-year total assets ($M) among Peters Heating and Air Conditioning, Inc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN370892465
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Peters Heating & Air Conditioning, Inc.)

Sponsor-wide plan assets over time

All Peters Heating & Air Conditioning, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 33.86207913796578% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.8M $26.5M ▲ +33.8%
Year Plans Participants Total Assets
2022 2 424 $20M
2023 2 434 $23M
2024 2 435 $26M

Nearby Profit Sharing Plans in Illinois

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Peters Heating and Air Conditioning, Inc Profit Sharing Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Peters Heating and Air Conditioning, Inc Profit Sharing Plan, Total assets ($B): 0.014675892 · Participants: 196Peters Heating and Air Conditioning, Inc Profit Sharing PlanW. W. Grainger, Inc. Retirement Savings Plan, Total assets ($B): 3.454274218 · Participants: 18524W. W. Grainger, Inc. Retirement Savings PlanElectrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5, Total assets ($B): 3.245353634 · Participants: 23108Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5Mcmaster-Carr Supply Company Profit Sharing Trust, Total assets ($B): 2.733520068 · Participants: 4366Mcmaster-Carr Supply Company Profit Sharing TrustMid-America Carpenters Regional Council Supplemental Retirement Plan, Total assets ($B): 1.788799198 · Participants: 16214Mid-America Carpenters Regional Council Supplemental Retirement PlanCarle Foundation Hospital and Affiliates Matching Tsa Plan, Total assets ($B): 1.173752843 · Participants: 15604Carle Foundation Hospital and Affiliates Matching Tsa Plan
Peters Heating and Air Conditioning, Inc Profit Sharing Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants
Compare Peters Heating and Air Conditioning, Inc Profit Sharing Plan side-by-side with 3 peers →

Peters Heating and Air Conditioning, Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Illinois, the nearest Profit Sharing by assets is Lloyd Pest Control Company Profit Sharing Plan in CA ($15M); by covered participants it is Motorambar, Inc. Coda Profit Sharing Plan in PR (196 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (196 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 Peters Heating and Air Conditioning, Inc Profit Sharing Plan assets move in 2023? ▼
Peters Heating and Air Conditioning, Inc Profit Sharing Plan grew at a solid clip - up 13.8% during 2023, from $13M to $15M. Reported net income was $2M.
How have Peters Heating & Air Conditioning, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peters Heating & Air Conditioning, Inc.'s sponsor-wide assets grew 33.9%, from $20M to $26M.
Which Profit Sharing plans are similar in size to Peters Heating and Air Conditioning, Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Lloyd Pest Control Company Profit Sharing Plan in CA ($15M, 253 participants).
Which Profit Sharing plans cover a similar participant headcount to Peters Heating and Air Conditioning, Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Motorambar, Inc. Coda Profit Sharing Plan in PR (196 participants, $7M 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 370892465.

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.