Profit Sharing · DOL Form 5500 · 2023

Peters Heating & Air Conditioning, Inc. Profit Sharing Plan

Data updated 2026-08-11

$15M
Total assets: 196
Participants: 67th
Percentile by assets: $74,877
Avg per participant

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.

67th percentile by assets (of 127,072 plans)
#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.

$15M
total plan assets (2023 EOY): 196
covered participants: 67th
percentile by assets (of 127,072 plans): $74,877
avg assets per participant

Where Peters Heating and Air Conditioning, Inc Profit Sharing Plan sits 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

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 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 →

State

Illinois

Industry

Construction

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Peters Heating and Air Conditioning, Inc Profit Sharing Plan reports 196 participants - about 25% of that state average ($15M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)	$13M
Net Assets (End of Year)	$14M
Net Income	$2M
Employer EIN	370892465
Plan Effective Date	2007-01-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Peters Heating & Air Conditioning, Inc. plans on file

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

W. W. Grainger, Inc. Retirement Savings Plan $3.5B · 18,524
Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $3.2B · 23,108
Mcmaster-Carr Supply Company Profit Sharing Trust $2.7B · 4,366
Mid-America Carpenters Regional Council Supplemental Retirement Plan $1.8B · 16,214
Carle Foundation Hospital and Affiliates Matching Tsa Plan $1.2B · 15,604

Compare Peters Heating and Air Conditioning, Inc… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Peters Heating and Air Conditioning, Inc Profit Sharing Plan by total assets, not by location.

Lloyd Pest Control Company Profit Sharing Plan (CA) $15M · 253
Valley Home Care, Inc. Defined Contribution Pension Plan (NJ) $15M · 88
Holyoke Health Center, Inc. 403(b) Plan (MA) $15M · 384
Suzanna's Kitchen, Inc. 401(k) and Profit Sharing Plan (GA) $15M · 278

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).

Next read for Peters Heating and Air Conditioning, Inc…

Filing takeaways

Ways to act on Peters Heating and Air Conditioning, Inc Profit Sharing Plan's numbers.

By total assets, Peters Heating and Air Conditioning, Inc Profit Sharing Plan ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Illinois. Compare plans
Peters Heating & Air Conditioning, Inc.'s sponsor-wide assets have grown 33.9% since 2022 across 3 plan years on file. More Construction plans

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.