Profit Sharing · DOL Form 5500 · 2023

Ouellette Plumbing & Heating Profit Sharing Plan

Data updated 2026-08-25

$159K
Total assets Small plan by assets
4
Participants Small participant base
9th
Percentile by assets National rank
$39,831
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ouellette Plumbing & Heating Profit Sharing Plan · Sponsored by Ouellette Plumbing & Heating · Vermont · Construction

$159K in assets, 4 participants

Ouellette Plumbing & Heating's Ouellette Plumbing & Heating Profit Sharing Plan reported $159K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 9th 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.

  • #770 in Construction (9,030 peers)

Ouellette Plumbing & Heating multi-year trail

Ouellette Plumbing & Heating's plans moved +80.2% in assets from 2022 to 2024; this filing shows Ouellette Plumbing & Heating Profit Sharing Plan at $159K / 4 participants.

#770
in Construction (9,030 peers)
+56.6%
assets growth YoY

Ouellette Plumbing & Heating Profit Sharing Plan among the smaller filed plans by assets

Ouellette Plumbing & Heating Profit Sharing Plan vs every filed plan by assets

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

$159,322 9th percentile higher than 9% 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

Ouellette Plumbing & Heating Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ouellette Plumbing & Heating Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ouellette Plumbing & Heating Profit Sharing Plan reported net income rose from $24K in the plan year 2022 filing to $58K in the plan year 2023 filing.
  • Ouellette Plumbing & Heating Profit Sharing Plan reported participants rose from 2 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Ouellette Plumbing & Heating Profit Sharing Plan end-of-year assets rose from $102K in the plan year 2022 filing to $159K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 030217292 · Ouellette Plumbing & Heating PY 2023 · Profit Sharing

Ouellette Plumbing & Heating Profit Sharing Plan · $159K · 4 · 9th

  • NET $159K
  • BOOK 4
  • VS-ST 9th
  • BOY Profit Sharing
  • SCH near Mca Limited Inc. Profit Sharing Plan
  • EBSA ind #770

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 Vermont →

Ouellette Plumbing & Heating Profit Sharing Plan in the asset neighbourhood

Ouellette Plumbing & Heating Profit Sharing PlanOuellette Plumbing & Heating…$159KMca Limited Inc. Profit Sharing PlanMca Limited Inc. Profit Shar…$159KNew Era Oil, Inc. Retirement PlanNew Era Oil, Inc. Retirement…$159KGreenfit Ventures Inc. Retirement PlanGreenfit Ventures Inc. Retir…$159KHanley-Zurita Enterprises, Inc. Retirement PlanHanley-Zurita Enterprises, I…$159K
End-of-year total assets ($M) among Ouellette Plumbing & Heating Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Ouellette Plumbing & Heating multi-year asset trail

Sponsor-wide plan assets over time

All Ouellette Plumbing & Heating plans reported in each filing year

Latest sponsor-wide plan assets
$490K 80.15252586507893% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.27M $0.49M ▲ +81.5%
Year Plans Participants Total Assets
2022 2 4 $272K
2023 2 8 $383K
2024 2 8 $490K

Ouellette Plumbing & Heating filing trail (2023)

Total Assets (Beginning of Year)$102K
Net Assets (End of Year)$159K
Net Income$58K
Employer EIN030217292
Plan Effective Date1981-04-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Vermont

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

Ouellette Plumbing & Heating Profit Sharing Plan vs. nearby Profit Sharing plans in Vermont, assets vs. participants Scatter plot of 6 data points. -500050010001500 -50050100150 Total assets ($M) Participants Ouellette Plumbing & Heating Profit Sharing Plan, Total assets ($M): 0.159322 · Participants: 4Ouellette Plumbing & Heating Profit Sharing PlanChamplain College Defined Contribution Retirement Plan, Total assets ($M): 109.174879 · Participants: 450Champlain College Defined Contribution Retirement PlanRetirement Plan for Employees of Howardcenter, Total assets ($M): 97.55813 · Participants: 1272Retirement Plan for Employees of HowardcenterBurr and Burton Academy 403(b)Plan, Total assets ($M): 27.697369 · Participants: 174Burr and Burton Academy 403(b)PlanAspire Living & Learning, Inc. 403(b) Plan, Total assets ($M): 24.710386 · Participants: 996Aspire Living & Learning, Inc. 403(b) PlanThe Putney School 403-B Plan, Total assets ($M): 19.72566 · Participants: 82The Putney School 403-B Plan
Ouellette Plumbing & Heating Profit Sharing Plan vs. nearby Profit Sharing plans in Vermont, assets vs. participants
Compare Ouellette Plumbing & Heating Profit Sharing Plan side-by-side with 3 peers →

Ouellette Plumbing & Heating Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Vermont, the nearest Profit Sharing by assets is Mca Limited Inc. Profit Sharing Plan in CA ($159K); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($159K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Ouellette Plumbing & Heating Profit Sharing Plan assets move in 2023? ▼
Ouellette Plumbing & Heating Profit Sharing Plan surged - up 56.6% during 2023, from $102K to $159K. Reported net income was $58K.
How have Ouellette Plumbing & Heating plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ouellette Plumbing & Heating's sponsor-wide assets grew 80.2%, from $272K to $490K.
Where does Ouellette Plumbing & Heating Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Ouellette Plumbing & Heating Profit Sharing Plan ranks in the 9th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Ouellette Plumbing & Heating Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mca Limited Inc. Profit Sharing Plan in CA ($159K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Ouellette Plumbing & Heating Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 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 030217292.

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.